ZG vs EXPI vs OPEN vs COMP

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 A (ZG) offers the better valuation at 495. 4x trailing P/E (20. 2x forward), making it the more compelling value choice. Analysts rate Zillow Group, Inc. Class A (ZG) a "Buy" — based on 49 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 A is actually cheaper at 20. 2x.

Over the past 5 years, Compass, Inc.

(COMP) delivered a total return of -44. 0%, 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 A (ZG) is the lower-risk stock at 1. 32β versus Opendoor Technologies Inc. 's 3. 09β — meaning OPEN is approximately 134% more volatile than ZG 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 58% for Compass, 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 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.

Zillow Group, Inc.

Class A (ZG) 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: COMP leads at -0. 4% versus -6. 6% 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.

On forward earnings alone, Zillow Group, Inc.

Class A (ZG) trades at 20. 2x 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 EXPI: 68. 7% to $11. 00.

In this comparison, EXPI (3.

0% yield) pays a dividend. ZG, OPEN, COMP 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 (ZG (Communication Services) and EXPI (Real Estate) and OPEN (Real Estate) and COMP (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: ZG is a mid-cap high-growth stock; EXPI is a small-cap quality compounder stock; OPEN is a small-cap quality compounder stock; COMP is a small-cap high-growth stock. EXPI pays a dividend while ZG, OPEN, COMP 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.