OPEN vs COMP vs Z vs HOUS vs EXPI

For growth investors, Compass, Inc.

(COMP) is the stronger pick with 23. 7% revenue growth year-over-year, versus -15. 2% for Opendoor Technologies Inc. (OPEN). Zillow Group, Inc. Class C (Z) offers the better valuation at 492. 0x trailing P/E (20. 1x forward), making it the more compelling value choice. Analysts rate Compass, Inc. (COMP) a "Buy" — based on 10 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.

On forward P/E, Zillow Group, Inc.

Class C is actually cheaper at 20. 1x.

Over the past 5 years, Anywhere Real Estate Inc.

(HOUS) delivered a total return of -1. 3%, compared to -73. 7% for eXp World Holdings, Inc. (EXPI). Over 10 years, the gap is even starker: EXPI returned +688. 3% versus COMP's -54. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

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 11% versus 195% for Anywhere Real Estate Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Compass, Inc.

(COMP) is pulling ahead at 23. 7% 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. 9% 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.

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: HOUS leads at 1. 1% 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.

On forward earnings alone, Zillow Group, Inc.

Class C (Z) trades at 20. 1x forward P/E versus 93. 1x for eXp World Holdings, Inc. — 73. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for Z: 79. 7% to $80. 00.

In this comparison, EXPI (3.

0% yield), HOUS (0. 2% yield) pay a dividend. OPEN, COMP, Z do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, eXp World Holdings, Inc.

(EXPI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (3. 0% yield, +688. 3% 10Y return). 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 (EXPI: +688. 3%, OPEN: -49. 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.

These companies operate in different sectors (OPEN (Real Estate) and COMP (Technology) and Z (Communication Services) and HOUS (Real Estate) and EXPI (Real Estate)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: OPEN is a small-cap quality compounder stock; COMP is a small-cap high-growth stock; Z is a mid-cap high-growth stock; HOUS is a small-cap quality compounder stock; EXPI is a small-cap quality compounder stock. EXPI pays a dividend while OPEN, COMP, Z, HOUS do not, making them suitable for different income and tax situations. 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.