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Z vs OPEN
Revenue, margins, valuation, and 5-year total return — side by side.
Real Estate - Services
Z vs OPEN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Internet Content & Information | Real Estate - Services |
| Market Cap | $10.47B | $4.99B |
| Revenue (TTM) | $2.48B | $4.37B |
| Net Income (TTM) | $-32M | $-1.30B |
| Gross Margin | 74.9% | 8.0% |
| Operating Margin | -3.7% | -6.6% |
| Forward P/E | 19.7x | — |
| Total Debt | $93M | $193M |
| Cash & Equiv. | $768M | $962M |
Z vs OPEN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | May 26 | Return |
|---|---|---|---|
| Zillow Group, Inc. … (Z) | 100 | 75.6 | -24.4% |
| Opendoor Technologi… (OPEN) | 100 | 44.5 | -55.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: Z vs OPEN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Z carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.32
- Rev growth 15.5%, EPS growth 118.8%, 3Y rev CAGR 9.7%
- 62.9% 10Y total return vs OPEN's -51.6%
OPEN is the clearest fit if your priority is value and momentum.
- Better valuation composite
- +6.1% vs Z's -36.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 15.5% revenue growth vs OPEN's -15.2% | |
| Value | Better valuation composite | |
| Quality / Margins | -1.3% margin vs OPEN's -29.7% | |
| Stability / Safety | Beta 1.32 vs OPEN's 3.09, lower leverage | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +6.1% vs Z's -36.1% | |
| Efficiency (ROA) | -0.6% ROA vs OPEN's -54.0%, ROIC -0.6% vs -16.6% |
Z vs OPEN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Z vs OPEN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Z leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
OPEN is the larger business by revenue, generating $4.4B annually — 1.8x Z's $2.5B. Z is the more profitable business, keeping -1.3% of every revenue dollar as net income compared to OPEN's -29.7%. On growth, Z holds the edge at +16.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.5B | $4.4B |
| EBITDAEarnings before interest/tax | $187M | -$287M |
| Net IncomeAfter-tax profit | -$32M | -$1.3B |
| Free Cash FlowCash after capex | $264M | $1.0B |
| Gross MarginGross profit ÷ Revenue | +74.9% | +8.0% |
| Operating MarginEBIT ÷ Revenue | -3.7% | -6.6% |
| Net MarginNet income ÷ Revenue | -1.3% | -29.7% |
| FCF MarginFCF ÷ Revenue | +10.6% | +23.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +16.4% | -32.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +145.3% | -7.9% |
Valuation Metrics
OPEN leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $10.5B | $5.0B |
| Enterprise ValueMkt cap + debt − cash | $9.8B | $4.2B |
| Trailing P/EPrice ÷ TTM EPS | 483.78x | -3.08x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.65x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | — |
| Price / SalesMarket cap ÷ Revenue | 4.05x | 1.14x |
| Price / BookPrice ÷ Book value/share | 2.27x | 3.99x |
| Price / FCFMarket cap ÷ FCF | 44.55x | 4.81x |
Profitability & Efficiency
Z leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
Z delivers a -0.6% return on equity — every $100 of shareholder capital generates $-1 in annual profit, vs $-129 for OPEN. Z carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to OPEN's 0.19x. On the Piotroski fundamental quality scale (0–9), Z scores 7/9 vs OPEN's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -0.6% | -129.4% |
| ROA (TTM)Return on assets | -0.6% | -54.0% |
| ROICReturn on invested capital | -0.6% | -16.6% |
| ROCEReturn on capital employed | -0.7% | -12.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.02x | 0.19x |
| Net DebtTotal debt minus cash | -$675M | -$769M |
| Cash & Equiv.Liquid assets | $768M | $962M |
| Total DebtShort + long-term debt | $93M | $193M |
| Interest CoverageEBIT ÷ Interest expense | -0.38x | — |
Total Returns (Dividends Reinvested)
OPEN leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in Z five years ago would be worth $3,826 today (with dividends reinvested), compared to $2,764 for OPEN. Over the past 12 months, OPEN leads with a +607.7% total return vs Z's -36.1%. The 3-year compound annual growth rate (CAGR) favors OPEN at 43.0% vs Z's -3.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -34.0% | -13.8% |
| 1-Year ReturnPast 12 months | -36.1% | +607.7% |
| 3-Year ReturnCumulative with dividends | -10.6% | +192.2% |
| 5-Year ReturnCumulative with dividends | -61.7% | -72.4% |
| 10-Year ReturnCumulative with dividends | +62.9% | -51.6% |
| CAGR (3Y)Annualised 3-year return | -3.7% | +43.0% |
Risk & Volatility
Evenly matched — Z and OPEN each lead in 1 of 2 comparable metrics.
Risk & Volatility
Z is the less volatile stock with a 1.32 beta — it tends to amplify market swings less than OPEN's 3.09 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.32x | 3.09x |
| 52-Week HighHighest price in past year | $93.88 | $10.87 |
| 52-Week LowLowest price in past year | $39.05 | $0.51 |
| % of 52W HighCurrent price vs 52-week peak | +46.4% | +48.1% |
| RSI (14)Momentum oscillator 0–100 | 49.0 | 49.6 |
| Avg Volume (50D)Average daily shares traded | 3.6M | 36.4M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates Z as "Hold" and OPEN as "Hold". Consensus price targets imply 83.7% upside for Z (target: $80) vs 24.3% for OPEN (target: $7).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $80.00 | $6.50 |
| # AnalystsCovering analysts | 46 | 26 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +6.4% | +23.7% |
Z leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). OPEN leads in 2 (Valuation Metrics, Total Returns). 1 tied.
Z vs OPEN: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is Z or OPEN a better buy right now?
For growth investors, Zillow Group, Inc.
Class C (Z) is the stronger pick with 15. 5% revenue growth year-over-year, versus -15. 2% for Opendoor Technologies Inc. (OPEN). Zillow Group, Inc. Class C (Z) offers the better valuation at 483. 8x trailing P/E (19. 7x forward), making it the more compelling value choice. Analysts rate Zillow Group, Inc. Class C (Z) a "Hold" — based on 46 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — Z or OPEN?
Over the past 5 years, Zillow Group, Inc.
Class C (Z) delivered a total return of -61. 7%, compared to -72. 4% for Opendoor Technologies Inc. (OPEN). Over 10 years, the gap is even starker: Z returned +62. 9% versus OPEN's -51. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — Z or OPEN?
By beta (market sensitivity over 5 years), Zillow Group, Inc.
Class C (Z) is the lower-risk stock at 1. 32β versus Opendoor Technologies Inc. 's 3. 09β — meaning OPEN is approximately 135% more volatile than Z relative to the S&P 500. On balance sheet safety, Zillow Group, Inc. Class C (Z) carries a lower debt/equity ratio of 2% versus 19% for Opendoor Technologies Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — Z or OPEN?
By revenue growth (latest reported year), Zillow Group, Inc.
Class C (Z) is pulling ahead at 15. 5% versus -15. 2% for Opendoor Technologies Inc. (OPEN). On earnings-per-share growth, the picture is similar: Zillow Group, Inc. Class C grew EPS 118. 8% year-over-year, compared to -203. 6% for Opendoor Technologies Inc.. Over a 3-year CAGR, Z leads at 9. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — Z or OPEN?
Zillow Group, Inc.
Class C (Z) is the more profitable company, earning 0. 9% net margin versus -29. 7% for Opendoor Technologies Inc. — meaning it keeps 0. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: Z leads at -1. 3% versus -6. 6% for OPEN. At the gross margin level — before operating expenses — Z leads at 74. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is Z or OPEN more undervalued right now?
Analyst consensus price targets imply the most upside for Z: 83.
7% to $80. 00.
07Which pays a better dividend — Z or OPEN?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is Z or OPEN better for a retirement portfolio?
For long-horizon retirement investors, Zillow Group, Inc.
Class C (Z) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Opendoor Technologies Inc. (OPEN) carries a higher beta of 3. 09 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (Z: +62. 9%, OPEN: -51. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between Z and OPEN?
These companies operate in different sectors (Z (Communication Services) and OPEN (Real Estate)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: Z is a mid-cap high-growth stock; OPEN is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 8%
- Gross Margin > 44%
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