Zillow (Class A) (ZG)
Real Estate · Residential real estate marketplace and mortgage lending platform
Zillow is the leading residential real estate platform connecting consumers, agents, and lenders across the full home journey from discovery through financing and closing.
What Zillow (Class A) does
Zillow is the most visited real estate website and mobile app in the United States, connecting hundreds of millions of consumers with real estate professionals and mortgage financing services. The company operates a diversified platform spanning for-sale listings, rental marketplaces, mortgage lending (Zillow Home Loans), and tools for real estate professionals. Its core asset is a living database of approximately 173 million U.S. homes paired with proprietary content including the Zestimate automated valuation model, which had a median error rate of 1.8% for listed homes in 2025. The company pursues an integrated-transaction strategy to connect renters, buyers, sellers, and agents through seamless digital solutions, particularly in its Enhanced Markets.
Themes: ["Real estate marketplace / MLS","Mortgage lending / home financing","Rental marketplace","Real estate agent tools and CRM","Proptech / residential real estate technology","Home valuation / data analytics"]
Fundamentals
- Price$32.19 as of 2026-07-09 close
- Market cap$7.4B as of 2026-07-09
- 1-year return-55.6% as of 2026-07-09 close
- P/E122.08 as of 2026-07-09
- Net margin+2.3% as of 2026-07-09
- Gross margin+73.3% as of 2026-07-09
- ROE+1.3% as of 2026-07-09
- Debt / equity0.08 as of 2026-07-09
- Revenue growth (YoY)+16.8% as of 2026-07-09
- Revenue CAGR (3y)+9.7% SEC XBRL
- Beta2.02 as of 2026-07-09
Key risks (from latest filing)
["Dependence on residential real estate market conditions, including interest rates, housing affordability, supply constraints, and economic slowdowns that reduce transaction volume","Reliance on relationships with multiple listing services (MLSs), National Association of REALTORS (NAR), and listing data providers; changes in data access rights, quality, or industry rules could disrupt the business","Mortgage lending operations (Zillow Home Loans) require sustained access to financing for loan origination and the ability to sell mortgages on the secondary market; refinancing or liquidity pressures could constrain lending volumes"]
Competitors & peers
- Redfin
- Realogy Holdings (including Sotheby's International Realty)
- RE/MAX
- Compass
- Opendoor
- Rocket Companies (Quicken Loans)
- Better.com
- Apartments.com
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.