Zillow's revenue growth is accelerating, reaching 17.9% YoY in 2026Q2, driven by sustained demand in its real estate marketplace. However, gross margin compression of 450 basis points since 2024Q2 and persistent operating losses suggest pricing pressure and ri...
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Revenue growth accelerated to 17.9% YoY in 2026Q2, but gross margin compressed 450 bps to 72.8% and operating income swung to a -$10M loss, indicating margin pressure.
Zillow Group increased its equity buyback authorization by US$1.25 billion, signaling strong financial health and management's confidence in long-term growth.
Q1 2026 revenue grew 18% year over year to $708 million, with net income rising to $46 million, driven by AI integration gains.
As the most visited real estate app and website in the U.S., Zillow connects millions of consumers with innovative technology and trusted agents.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.52+18.2% vs $0.44 | $772M+1.8% vs $758M |
Q2 2026 May 6, 2026 | $0.53+23.3% vs $0.43 | $708M+0.4% vs $705M |
Q1 2026 Feb 10, 2026 | $0.39-7.1% vs $0.42 | $654M+0.5% vs $651M |
Q4 2025 Oct 30, 2025 | $0.44+3.9% vs $0.42 | $676M+0.9% vs $670M |
In all 50 major U.S. metros, typical rent is less than the typical monthly cost of homeownership, giving renters a financial cushion According to the Zillow Observed Rent Index, the typical U.S. rent is $1,948 a month. The typical new home buyer's monthly payment is $3,014, a difference of $1,066 a month or $12,792 a year.
Opendoor Technologies (NASDAQ:OPEN) stock is falling 4% to $2.68 in Tuesday morning trading as rising Treasury yields and expectations for tighter monetary policy weigh on housing-related shares. Offerpad Solutions (NYSE:OPAD) stock is essentially unchanged at $3.
With permitting at a post-pandemic low, the housing shortage at the root of today's affordability crisis could deepen Residential building permits fell 1.7% in the year ending July 2026 and are now running a record 19.4% below the pre-pandemic trend line. Detached single-family home completions dropped 2.5% in 2025 to about 817,000, the third consecutive annual decline and the lowest total since 2020.
Engineers Gate Manager LP grew its holdings in Zillow Group, Inc. (NASDAQ: ZG) by 1,290.7% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 95,959 shares of the technology company's stock after buying an additional 89,059 shares during the period. Engineers Gate Manager
Benchmark ZG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Zillow Group, Inc. Class A (ZG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $29.35 | $7.05B | 324.31 | 15.52% | 0.89% | 0.47% | — | |
| $2.58 | $2.49B | -1.52 | -15.18% | -46.74% | -165.15% | — | |
| $9.16 | $5.57B | -91.60 | 23.67% | 0.63% | 3.62% | — | |
| $17.64 | $1.98B | -15.34 | 0.99% | -2.18% | -8.37% | — | |
| $5.32 | $847.31M | -38.00 | 4.48% | -0.35% | -6.78% | — | |
| $11.42 | $28.62M | -42.30 | -57.26% | -623.49% | -9.67% | — |
Zillow Group, Inc. Class A (ZG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Zillow Group, Inc. Class A (ZG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 6, 2026·SEC
Mar 5, 2026·SEC
Feb 11, 2026·SEC
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Zillow Group, Inc. Class A (ZG) stock FAQ — growth, dividends, profitability & financials explained
Zillow Group, Inc. Class A (ZG) reported $2.81B in revenue for fiscal year 2025. This represents a 26409% increase from $10.6M in 2008.
Zillow Group, Inc. Class A (ZG) grew revenue by 15.5% over the past year. This is strong growth.
Yes, Zillow Group, Inc. Class A (ZG) is profitable, generating $55.0M in net income for fiscal year 2025 (0.9% net margin).
Zillow Group, Inc. Class A (ZG) has a return on equity (ROE) of 0.5%. This is below average, suggesting room for improvement.
Zillow Group, Inc. Class A (ZG) generated $429.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
