ZILLOW GROUP INC (ZG)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$34.45+9.89%
Close 2026-11-04 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-04
Research Workspace
Put ZG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating income improves to at least $36 million in Q1 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 43% growth a year, above the roughly 14% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 63% in its worst 12-month stretch.
View RiskZillow's rental and mortgage growth must keep compounding to justify the price. Revenue grew 18% year over year in the latest quarter. The company also beat earnings expectations by 420%. It trades at 20 times earnings versus a 14 times peer median. The market is pricing in more growth than we forecast. High mortgage rates threaten the core revenue engine. The thesis comparison is not yet verified. Peer multiples imply a price about 39% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. ZG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering ZG (as of Nov 2026).
Based on 10 Wall Street analysts offering 12-month price targets for ZG in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ZG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put ZG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Drive revenue growth with focus on Rentals and Mortgages
Sharp listing drop signals softening demand, pressuring revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $34.45
The last 12 months of price, then the range of analyst 12-month targets from today’s $34.45.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Drive revenue growth with focus on Rentals and Mortgages
Purchase originations decline threatens core revenue growth objective.
Threatens: Drive revenue growth with focus on Rentals and Mortgages
Earnings miss and weak guidance threaten growth thesis.
Threatens: Drive revenue growth with focus on Rentals and Mortgages
Official Q3 results confirm revenue miss impacting growth.
Threatens: Drive revenue growth with focus on Rentals and Mortgages
Specific EPS and revenue misses challenge core growth thesis.
Advances: Drive revenue growth with focus on Rentals and Mortgages
New FHA program supports mortgage revenue growth objective.
Advances: Drive revenue growth with focus on Rentals and Mortgages
Data supports rental demand, aiding revenue growth.
Advances: Drive revenue growth with focus on Rentals and Mortgages
FHA down-payment assistance expands mortgage offerings, supporting the growth objective incrementally.
