Zillow Group Class C (Z) AI Stock Analysis
Zillow Group Class C
(BMV:Z)
No summary available
Zillow Group Class C (Z) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 7.01B
- Dividend Yield
- ―
- Average Volume (3M)
- 101
- Price to Earnings (P/E)
- 136.5
- Beta (1Y)
- -0.08
- Revenue Growth
- 7.00%
- EPS Growth
- ―
- Country
- Mexico
- Employees
- 7,068
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Internet Content & Information
Zillow Group Class C Business Overview & Revenue Model
Company Description
Zillow Group, Inc. functions as a prominent digital real estate enterprise, offering a variety of real estate platforms accessible through mobile applications and websites throughout the United States. The company's operations are divided into three...
Zillow Group Class C Earnings Call Summary
The call conveyed strong underlying business momentum with broad-based revenue growth, meaningful AI-driven engagement gains, rapid progress in Zillow Home Loans, and disciplined cost actions. Management acknowledged near-term headwinds tied to an accelerated transition to a preferred, integrated transaction model (revenue mix shifts, timing/seasonality impacts) and recorded restructuring and litigation costs. Despite these transitional and macro risks, the company reported above-expectation results, expanded profitability metrics, clear product adoption signals, and reiterated medium-term margin targets, indicating confidence in the strategy.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Zillow guided Q3 revenue of $745–760M (≈11% YoY at the midpoint), with for‑sale growth of 5–7% (residential flat, mortgages >50% YoY) and rentals up in the high‑20% range; Q3 EBITDA expenses of $560–565M and EBITDA of $180–200M (≈25% margin at the midpoint). For full‑year 2026 management reiterated mid‑teens total revenue growth to $2.92–2.96B, ~30% rentals growth, EBITDA $730–760M and continued margin expansion, while targeting >75% of connections to preferred by year‑end and a 35%+ revenue‑per‑connection premium vs. the legacy model. Other key metrics: Q2 adjusted net income $118M and diluted adjusted EPS $0.52, Q2 EBITDA $176M (23% margin), Q2 for‑sale revenue $549M (+14% YoY: residential $465M +7%, mortgages $84M +75%, purchase origination volume +95%), Q2 rentals $209M (+31%, multifamily +42%) with 2.8M average monthly rental listings and 79k multifamily properties, AI Mode live to ~20% of signed‑in users and driving 2–3x engagement/contact rates, Follow‑up Boss 138k MAU (+21% YoY), $682M cash & investments (total liquidity ≈$1.2B), Q2 repurchases $200M (YTD $826M; 225M shares outstanding), and restructuring actions expected to deliver ~$75M annualized EBITDA savings (Q2 charges $36M; additional $23–28M expected in Q3) while full‑year share‑based comp is expected down >15% YoY.
Zillow Group Class C Risk Analysis
Zillow Group Class C disclosed 49 risk factors in its most recent earnings report. Zillow Group Class C reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksZillow Group Class C Peers Comparison
Overall Rating
NRDS75Outperform
NXDR72Outperform
YELP72Outperform
PINS64Neutral
ANGI52Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| NRDS | 75Outperform | $714.66M | 12.29 | 18.07% | ― | 11.51% | 42.17% |
| NXDR | 72Outperform | $866.54M | -28.50 | -7.27% | ― | 9.79% | 53.33% |
| YELP | 72Outperform | $1.04B | 9.05 | 18.61% | ― | 1.50% | -6.82% |
| PINS | 64Neutral | $10.95B | 77.46 | 5.25% | ― | 15.38% | -91.36% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| ANGI | 52Neutral | $242.93M | -1.09 | -25.18% | ― | -8.83% | -554.39% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:Z | Zillow Group Inc Class C | 576.00 | -814.00 | -58.56% | |
| ANGI | Angi Inc. | 5.99 | -7.06 | -54.10% | |
| YELP | Yelp Inc | 19.09 | -13.97 | -42.26% | |
| PINS | 19.36 | -14.34 | -42.55% | ||
| NXDR | Nextdoor Holdings, Inc. | 2.24 | 0.32 | 16.67% | |
| NRDS | NerdWallet, Inc. Class A | 11.18 | -0.85 | -7.07% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.