Added to YB: 2026-10-01
Pitch date: 2026-09-26
Z [bullish]
Zillow Group, Inc.
+11.4%
current return
Author Info
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Company Info
Zillow Group, Inc. operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States.
Market Cap
$6.2B
Pitch Price
$28.24
Price Target
35.00 (+11%)
Dividend
N/A
EV/EBITDA
31.30
P/E
124.74
EV/Sales
2.15
Sector
Real Estate Management and Development
Category
value
Zillow is down 86% - I’m buying
Z: Zillow’s revenue has grown despite a depressed housing market, while its shift toward referral fees and growth in rentals and mortgages have restored positive operating margins. Excluding restructuring costs and adding announced savings, operating-profit run-rate is ~$200M; after ~$1B of cash, investments and potential tax assets, valuation is ~27x. A 7.5% revenue CAGR and 22% margin imply $35 per share, 25% upside, but require substantial execution amid housing cyclicality and AI-platform risk.
Read full article (7 min)