Specialty Retail
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5 / 10Stock Comparison
W vs ZG vs OPEN vs RH vs Z
Revenue, margins, valuation, and 5-year total return — side by side.
Internet Content & Information
Real Estate - Services
Specialty Retail
Internet Content & Information
W vs ZG vs OPEN vs RH vs Z — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Specialty Retail | Internet Content & Information | Real Estate - Services | Specialty Retail | Internet Content & Information |
| Market Cap | $8.72B | $10.08B | $3.84B | $2.51B | $9.96B |
| Revenue (TTM) | $12.66B | $2.69B | $3.94B | $3.41B | $2.69B |
| Net Income (TTM) | $-305M | $61M | $-1.39B | $110M | $61M |
| Gross Margin | 30.1% | 73.3% | 7.9% | 44.5% | 73.3% |
| Operating Margin | 1.1% | 0.4% | -9.9% | 10.6% | 0.4% |
| Forward P/E | 24.3x | 18.6x | — | 19.4x | 18.4x |
| Total Debt | $4.07B | $536M | $193M | $3.94B | $536M |
| Cash & Equiv. | $1.48B | $773M | $962M | $30M | $773M |
W vs ZG vs OPEN vs RH vs Z — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | May 26 | Return |
|---|---|---|---|
| Wayfair Inc. (W) | 100 | 33.5 | -66.5% |
| Zillow Group, Inc. … (ZG) | 100 | 73.0 | -27.0% |
| Opendoor Technologi… (OPEN) | 100 | 42.6 | -57.4% |
| Rh (RH) | 100 | 53.8 | -46.2% |
| Zillow Group, Inc. … (Z) | 100 | 71.9 | -28.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: W vs ZG vs OPEN vs RH vs Z
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Among these 5 stocks, W doesn't own a clear edge in any measured category.
ZG ranks third and is worth considering specifically for growth exposure and sleep-well-at-night.
- Rev growth 15.5%, EPS growth 118.9%, 3Y rev CAGR 9.7%
- Lower volatility, beta 1.30, Low D/E 11.0%, current ratio 3.13x
- 15.5% revenue growth vs OPEN's -15.2%
OPEN is the clearest fit if your priority is momentum.
- +474.5% vs Z's -39.0%
RH has the current edge in this matchup, primarily because of its strength in quality and efficiency.
- 3.2% margin vs OPEN's -35.2%
- 2.3% ROA vs OPEN's -53.6%, ROIC 6.9% vs -15.8%
Z is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- beta 1.29
- 56.4% 10Y total return vs RH's 258.0%
- Beta 1.29, current ratio 3.13x
- Lower P/E (18.4x vs 19.4x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 15.5% revenue growth vs OPEN's -15.2% | |
| Value | Lower P/E (18.4x vs 19.4x) | |
| Quality / Margins | 3.2% margin vs OPEN's -35.2% | |
| Stability / Safety | Beta 1.29 vs OPEN's 3.05, lower leverage | |
| Dividends | Tie | None of these 5 stocks pay a meaningful dividend |
| Momentum (1Y) | +474.5% vs Z's -39.0% | |
| Efficiency (ROA) | 2.3% ROA vs OPEN's -53.6%, ROIC 6.9% vs -15.8% |
W vs ZG vs OPEN vs RH vs Z — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
W vs ZG vs OPEN vs RH vs Z — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
RH leads in 1 of 6 categories
OPEN leads 1 • W leads 0 • ZG leads 0 • Z leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — ZG and Z each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
W is the larger business by revenue, generating $12.7B annually — 4.7x Z's $2.7B. RH is the more profitable business, keeping 3.2% of every revenue dollar as net income compared to OPEN's -35.2%. On growth, ZG holds the edge at +18.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $12.7B | $2.7B | $3.9B | $3.4B | $2.7B |
| EBITDAEarnings before interest/tax | $428M | $227M | -$363M | $465M | $221M |
| Net IncomeAfter-tax profit | -$305M | $61M | -$1.4B | $110M | $61M |
| Free Cash FlowCash after capex | $456M | $331M | $1.1B | $128M | $431M |
| Gross MarginGross profit ÷ Revenue | +30.1% | +73.3% | +7.9% | +44.5% | +73.3% |
| Operating MarginEBIT ÷ Revenue | +1.1% | +0.4% | -9.9% | +10.6% | +0.4% |
| Net MarginNet income ÷ Revenue | -2.4% | +2.3% | -35.2% | +3.2% | +2.3% |
| FCF MarginFCF ÷ Revenue | +3.6% | +12.3% | +27.2% | +3.8% | +16.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +7.4% | +18.4% | -37.6% | +8.9% | +18.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +10.1% | +5.1% | -50.0% | +10.2% | +5.1% |
Valuation Metrics
Evenly matched — W and Z each lead in 2 of 6 comparable metrics.
Valuation Metrics
At 37.0x trailing earnings, RH trades at a 92% valuation discount to ZG's 463.4x P/E. On an enterprise value basis, RH's 14.2x EV/EBITDA is more attractive than ZG's 37.7x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $8.7B | $10.1B | $3.8B | $2.5B | $10.0B |
| Enterprise ValueMkt cap + debt − cash | $11.3B | $9.8B | $3.1B | $6.4B | $9.7B |
| Trailing P/EPrice ÷ TTM EPS | -27.38x | 463.43x | -2.95x | 36.99x | 457.79x |
| Forward P/EPrice ÷ next-FY EPS est. | 24.29x | 18.62x | — | 19.37x | 18.44x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 35.13x | 37.71x | — | 14.17x | 37.24x |
| Price / SalesMarket cap ÷ Revenue | 0.70x | 3.90x | 0.88x | 0.79x | 3.85x |
| Price / BookPrice ÷ Book value/share | — | 2.18x | 3.82x | — | 2.16x |
| Price / FCFMarket cap ÷ FCF | 18.79x | 42.89x | 3.70x | — | 42.36x |
Profitability & Efficiency
RH leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
RH delivers a 32.9% return on equity — every $100 of shareholder capital generates $33 in annual profit, vs $-163 for OPEN. ZG carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to OPEN's 0.19x. On the Piotroski fundamental quality scale (0–9), W scores 7/9 vs RH's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +1.3% | -163.2% | +32.9% | +1.3% |
| ROA (TTM)Return on assets | -9.6% | +1.1% | -53.6% | +2.3% | +1.1% |
| ROICReturn on invested capital | — | -0.5% | -15.8% | +6.9% | -0.5% |
| ROCEReturn on capital employed | +1.4% | -0.6% | -11.7% | +9.3% | -0.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 7 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | — | 0.11x | 0.19x | — | 0.11x |
| Net DebtTotal debt minus cash | $2.6B | -$237M | -$769M | $3.9B | -$237M |
| Cash & Equiv.Liquid assets | $1.5B | $773M | $962M | $30M | $773M |
| Total DebtShort + long-term debt | $4.1B | $536M | $193M | $3.9B | $536M |
| Interest CoverageEBIT ÷ Interest expense | -0.63x | 5.22x | -8.92x | 1.12x | 5.22x |
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 $3,684 today (with dividends reinvested), compared to $1,968 for RH. Over the past 12 months, OPEN leads with a +474.5% total return vs Z's -39.0%. The 3-year compound annual growth rate (CAGR) favors OPEN at 34.7% vs RH's -19.6% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -37.8% | -36.1% | -17.5% | -30.8% | -37.2% |
| 1-Year ReturnPast 12 months | +97.0% | -37.2% | +474.5% | -31.9% | -39.0% |
| 3-Year ReturnCumulative with dividends | +65.8% | -11.5% | +144.4% | -48.0% | -14.1% |
| 5-Year ReturnCumulative with dividends | -79.4% | -63.2% | -70.1% | -80.3% | -63.2% |
| 10-Year ReturnCumulative with dividends | +67.1% | +53.6% | -53.6% | +258.0% | +56.4% |
| CAGR (3Y)Annualised 3-year return | +18.4% | -4.0% | +34.7% | -19.6% | -5.0% |
Risk & Volatility
Evenly matched — W and Z each lead in 1 of 2 comparable metrics.
Risk & Volatility
Z is the less volatile stock with a 1.29 beta — it tends to amplify market swings less than OPEN's 3.05 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. W currently trades 55.2% from its 52-week high vs Z's 44.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.72x | 1.30x | 3.05x | 2.33x | 1.29x |
| 52-Week HighHighest price in past year | $119.98 | $90.22 | $10.87 | $257.00 | $93.88 |
| 52-Week LowLowest price in past year | $30.85 | $39.14 | $0.51 | $106.31 | $39.05 |
| % of 52W HighCurrent price vs 52-week peak | +55.2% | +46.5% | +46.1% | +52.1% | +44.1% |
| RSI (14)Momentum oscillator 0–100 | 39.0 | 48.9 | 53.2 | 50.6 | 47.9 |
| Avg Volume (50D)Average daily shares traded | 3.5M | 1.0M | 36.3M | 1.2M | 3.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: W as "Buy", ZG as "Buy", OPEN as "Hold", RH as "Buy", Z as "Hold". Consensus price targets imply 63.5% upside for Z (target: $68) vs 23.2% for OPEN (target: $6).
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | $99.43 | $65.00 | $6.17 | $208.00 | $67.75 |
| # AnalystsCovering analysts | 57 | 49 | 26 | 37 | 46 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | — |
| Dividend StreakConsecutive years of raises | 1 | — | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +6.6% | 0.0% | +0.5% | +6.7% |
RH leads in 1 of 6 categories (Profitability & Efficiency). OPEN leads in 1 (Total Returns). 3 tied.
W vs ZG vs OPEN vs RH vs Z: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is W or ZG or OPEN or RH or Z a better buy right now?
For growth investors, Zillow Group, Inc.
Class A (ZG) is the stronger pick with 15. 5% revenue growth year-over-year, versus -15. 2% for Opendoor Technologies Inc. (OPEN). Rh (RH) offers the better valuation at 37. 0x trailing P/E (19. 4x forward), making it the more compelling value choice. Analysts rate Wayfair Inc. (W) a "Buy" — based on 57 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 has the better valuation — W or ZG or OPEN or RH or Z?
On trailing P/E, Rh (RH) is the cheapest at 37.
0x versus Zillow Group, Inc. Class A at 463. 4x. On forward P/E, Zillow Group, Inc. Class C is actually cheaper at 18. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — W or ZG or OPEN or RH or Z?
Over the past 5 years, Zillow Group, Inc.
Class C (Z) delivered a total return of -63. 2%, compared to -80. 3% for Rh (RH). Over 10 years, the gap is even starker: RH returned +258. 0% versus OPEN's -53. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — W or ZG or OPEN or RH or Z?
By beta (market sensitivity over 5 years), Zillow Group, Inc.
Class C (Z) is the lower-risk stock at 1. 29β versus Opendoor Technologies Inc. 's 3. 05β — meaning OPEN is approximately 137% more volatile than Z relative to the S&P 500. On balance sheet safety, Zillow Group, Inc. Class A (ZG) carries a lower debt/equity ratio of 11% versus 19% for Opendoor Technologies Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — W or ZG or OPEN or RH or Z?
By revenue growth (latest reported year), Zillow Group, Inc.
Class A (ZG) 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 A grew EPS 118. 9% year-over-year, compared to -203. 6% for Opendoor Technologies Inc.. Over a 3-year CAGR, ZG 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.
06Which has better profit margins — W or ZG or OPEN or RH or Z?
Rh (RH) is the more profitable company, earning 2.
3% net margin versus -29. 7% for Opendoor Technologies Inc. — meaning it keeps 2. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RH leads at 10. 1% versus -6. 2% for OPEN. At the gross margin level — before operating expenses — ZG 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.
07Is W or ZG or OPEN or RH or Z more undervalued right now?
On forward earnings alone, Zillow Group, Inc.
Class C (Z) trades at 18. 4x forward P/E versus 24. 3x for Wayfair Inc. — 5. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for Z: 63. 5% to $67. 75.
08Which pays a better dividend — W or ZG or OPEN or RH or Z?
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.
09Is W or ZG or OPEN or RH or Z 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 (low volatility (β 1. 29)). Opendoor Technologies Inc. (OPEN) carries a higher beta of 3. 05 — 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: +56. 4%, OPEN: -53. 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.
10What are the main differences between W and ZG and OPEN and RH and Z?
These companies operate in different sectors (W (Consumer Cyclical) and ZG (Communication Services) and OPEN (Real Estate) and RH (Consumer Cyclical) and Z (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: W is a small-cap quality compounder stock; ZG is a mid-cap high-growth stock; OPEN is a small-cap quality compounder stock; RH is a small-cap quality compounder stock; Z is a small-cap high-growth 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 > 9%
- Gross Margin > 44%
- Sector: Communication Services
- Market Cap > $100B
- Revenue Growth > 9%
- Gross Margin > 44%
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