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Upturn AI SWOT - About
Z 
Zillow Group Inc Class C (Z)
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Upturn Advisory Summary
04/07/2025: Z (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -41.79% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/07/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.47B USD | Price to earnings Ratio - | 1Y Target Price 85 |
Price to earnings Ratio - | 1Y Target Price 85 | ||
Volume (30-day avg) 3048066 | Beta 2.23 | 52 Weeks Range 38.45 - 89.39 | Updated Date 04/7/2025 |
52 Weeks Range 38.45 - 89.39 | Updated Date 04/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.01% | Operating Margin (TTM) -12.46% |
Management Effectiveness
Return on Assets (TTM) -1.9% | Return on Equity (TTM) -2.39% |
Valuation
Trailing PE - | Forward PE 41.49 | Enterprise Value 14879471973 | Price to Sales(TTM) 6.92 |
Enterprise Value 14879471973 | Price to Sales(TTM) 6.92 | ||
Enterprise Value to Revenue 6.65 | Enterprise Value to EBITDA 83.13 | Shares Outstanding 182007008 | Shares Floating 223405690 |
Shares Outstanding 182007008 | Shares Floating 223405690 | ||
Percent Insiders 5.79 | Percent Institutions 94.79 |
Analyst Ratings
Rating 3.33 | Target Price 73.67 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Zillow Group Inc Class C
Company Overview
History and Background
Zillow Group, Inc. was founded in 2006 by Rich Barton and Lloyd Frink, former Microsoft executives. Initially focused on providing real estate data and tools to consumers, it has expanded its offerings to include home buying, selling, renting, and financing services. The company's Class C shares do not have voting rights.
Core Business Areas
- Homes Segment: This segment was historically involved in directly buying and selling homes, but Zillow Offers was discontinued in 2021. It involves managing the existing inventory and selling the remaining houses.
- Internet, Media & Technology (IMT): This segment includes Zillow's core advertising business, connecting real estate professionals with consumers. It encompasses revenue from Premier Agent, rentals, new construction marketplaces, and various display advertising revenues.
- Mortgages Segment: This segment comprises Zillow Home Loans, providing mortgage origination and other mortgage-related products and services.
Leadership and Structure
The CEO is Susan Daimler. The company operates with a functional organizational structure, with leadership teams overseeing key areas like technology, finance, marketing, and sales.
Top Products and Market Share
Key Offerings
- Zillow.com: Zillow's website and mobile app are the primary platforms for real estate listings, property data, and home valuation tools. It has high brand recognition and a large user base. The primary competitors are Realtor.com (MOVE, Inc.) and Redfin. Zillow has a leading share of online real estate traffic.
- Premier Agent: A advertising program for real estate agents to connect with consumers on Zillow's platform. This is a significant revenue stream for Zillow. Competitors include Realtor.com and other lead generation services.
- Zillow Home Loans: Provides mortgage origination services. Competitors include traditional mortgage lenders and other online mortgage platforms like Rocket Mortgage.
Market Dynamics
Industry Overview
The real estate industry is undergoing digital transformation, with increasing reliance on online platforms for property search, valuation, and transactions. The industry is influenced by economic factors such as interest rates, housing inventory, and consumer confidence.
Positioning
Zillow is a leading online real estate marketplace. It benefits from brand recognition and a large user base. Competitive advantages include extensive property data and a comprehensive suite of real estate-related services.
Total Addressable Market (TAM)
The TAM for the U.S. real estate market is estimated in the trillions of dollars. Zillow is positioned to capture a significant portion of this TAM through its various services, including advertising, mortgage origination, and transaction facilitation.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large user base
- Extensive property data
- Comprehensive suite of real estate services
Weaknesses
- Reliance on advertising revenue
- Exposure to housing market fluctuations
- Past losses in Zillow Offers
- Class C stock has no voting rights
Opportunities
- Expansion of mortgage and financing services
- Growth in rentals market
- Increased adoption of online real estate platforms
- Partnerships with real estate agents and brokers
Threats
- Competition from other online real estate portals
- Changes in housing market conditions
- Regulatory challenges
- Economic downturns
Competitors and Market Share
Key Competitors
- REALTOR.com (MOVE, Inc.)
- Redfin (RDFN)
- Opendoor (OPEN)
Competitive Landscape
Zillow benefits from brand recognition and data advantage. Redfin has a different business model, focusing on agent salaries. Opendoor is a direct competitor in the iBuying space, but Zillow exited this business.
Major Acquisitions
Mortgage Lenders of America
- Year: 2018
- Acquisition Price (USD millions): 178.5
- Strategic Rationale: Expanded Zillow's mortgage origination capabilities.
Growth Trajectory and Initiatives
Historical Growth: Zillow's growth has been driven by increasing adoption of online real estate platforms and expansion into new services. However, the wind-down of Zillow Offers impacted revenue in recent years.
Future Projections: Future growth is expected to come from its core IMT segment, particularly the Premier Agent program, and continued expansion in mortgages and rentals.
Recent Initiatives: Recent strategic initiatives include focusing on core business areas (IMT and Mortgages), streamlining operations, and improving the user experience on its platform.
Summary
Zillow is a leading online real estate platform with a strong brand and large user base. Its core advertising business is profitable, but the company needs to navigate the volatile housing market. Exiting Zillow Offers allows it to focus on its strengths, but competition remains intense and there are macroeconomic risks to consider.
Similar Companies
MOVE
Movano Inc
MOVE
Movano Inc
OPEN
Opendoor Technologies Inc
OPEN
Opendoor Technologies Inc
RDFN
Redfin Corp
RDFN
Redfin Corp
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Any investment decisions should be based on your own due diligence and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Zillow Group Inc Class C
Exchange NASDAQ | Headquaters Seattle, WA, United States | ||
IPO Launch date 2011-07-20 | CEO & Director Mr. Jeremy Wacksman | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 6856 | Website https://www.zillowgroup.com |
Full time employees 6856 | Website https://www.zillowgroup.com | ||
Zillow Group, Inc. operates real estate brands in mobile applications and Websites in the United States. The company offers premier agent and rentals marketplaces, new construction marketplaces, advertising, display advertising, and business technology solutions, as well as dotloop, a real estate transaction management SaaS solution. It also provides mortgage originations and the sale of mortgages, and advertising to mortgage lenders and other mortgage professionals; and title and escrow services. In addition, the company's brand portfolio includes Zillow Premier Agent, Zillow Home Loans, Zillow Rentals, Trulia, StreetEasy, HotPads, and Out East; and a suite of marketing software and technology solutions for the real estate industry, including ShowingTime+, Spruce, and Follow Up Boss. Zillow Group, Inc. was incorporated in 2004 and is headquartered in Seattle, Washington.
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