Financial PerformanceZillow has been investing in agent productivity tools, seller leads with Listing Showcase, Rentals, and incorporating Zillow Home Loans, diversifying its revenue sources.
Market StrategyZillow's ShowingTime+ asset, which facilitates +80% of all tours in the US, could enable Zillow to standardize any newly required buyer agent agreements in a consumer-friendly way and could further solidify the company's strategy of growing transaction share over the long term.
Revenue GrowthWith shares down approximately 15% since the settlement, analysts see this as a dislocation and an opportunity to buy at a potentially undervalued price.