2026-10-25
Zillow Group, clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 08:01 UTC
The Screen · Communication Services · Internet Content & Information
Zillow Group, Inc.
ZG · Nasdaq · USD · Market cap $7.2B · 7,058 employees
Zillow Group operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States.
Not yet scored31.89 USD
Price as of 30 Oct 2026Daily close, not a live quote
Screened 2026-10-30 · the tape above runs as of 08:01 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price31.89 USD at the 30 Oct 2026 close
- Ethical screenNot yet scored
- OptionsOpen interest leans to puts (put/call 1.40)
- Last reviewed30 Oct 2026 (2 days ago)
- Release timesRelease and earnings times on your chart: Event Guard Mentor
A summary of the dated readings below, not a live quote and not advice.
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 31.89 against the desk's fair-value range, base estimate 55.58, over the last year.
- Trend Markup
- Insiders no filings inside 60 days, left as found
- Positioning no disclosures inside 60 days, left as found
- Options put/call open interest 1.40, read 2026-10-31
- Ethical screen not yet scored
Price31.89 USD
Fair value55.58
Ethical score70.0/100
Our investment reviews on this name
2026-10-21Read Markup31.82+0.2% to today ✓Distribution gives way to Markup first Markup read since August
2026-09-18Read Distribution33.23-4.0% to today ✓Markup gives way to Distribution with volume flow in agreement
2026-08-19Read Markup33.76-5.5% to today Markdown gives way to Markup with volume flow in agreement
2026-07-02Read Markdown32.22-1.0% to today ✓First review on file: Markdown
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its markup label.
Zillow Group, Inc. holds its Markup at $31.89. The statistical read favours the sellers, held for 85 days.
| Phase | Markup |
| Quantitative state | The statistical read favours the sellers, held for 85 days |
| Price at the screen | $31.89 |
| Valuation | 138.35 trailing · 10.74 forward price to earnings |
| Values screen | Not scored · score 70.0 |
| Beta | 2.02 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Permissible | Core business clean | Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. | Pass |
| Debt load | 8.04% | Below 33% | Interest-bearing debt is just 8.0% of its assets, well under the one-third ceiling: it does not run on borrowed money. | Pass |
| Interest-bearing cash | 9.27% | Below 33% | Cash held in interest-bearing accounts and securities is 9.3% of assets, under the one-third limit. | Pass |
| Receivables | 16.13% | Below 49% | Money owed to the company is 16.1% of assets, under the 49% limit. | Pass |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical ReadThe Read, in Plain English
Zillow Group, clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-10-31. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
Zillow Group, clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 8%, inside the ~33% line, and almost none of its income is interest, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
How a fair value is estimated: discounted cash flow (DCF).
Fair value range in USD, drawn from the 2026-10-30 screen. The gold marker is the market price at the same screen. A 74.3% margin of safety to the base estimate.
Third-party analyst targets: 21 covering, consensus Buy. The average target sits +44% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & ProjectionsWhere it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-30 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain WordsHouse hunting clicks mask wafer thin profits
Picture a first time buyer scrolling through listings on a phone, tapping into mortgages and agents in one flow. Zillow sits at the centre of that daily habit, delivering 18% revenue growth and a forward multiple of just 11.1 times. Yet the business converts those clicks into only a 2% profit margin and 1% return on equity, leaving little evidence of durable advantage.
We therefore pass. The 94% gap to stated fair value looks attractive on paper and analysts see upside to 64 dollars, but weak returns and an unknown moat suggest the low multiple reflects limited earning power rather than a bargain. Real estate cycles amplify that concern.
Currency and policy swings around housing add further volatility even though the ethical screen clears. The setup offers no compelling edge at present. Analysis, not advice.
| Forward P/E | 10.7xcheap for a company growing this fast |
| Trailing P/E | 138.3xexpensive: the price assumes strong growth ahead |
| EPS, trailing | 0.23 |
| EPS, forward | 2.96 |
| Revenue growth | +17.9%steady growth |
| Profit margin | 2.0%barely profitable |
| Return on equity | 1.2%a modest return on shareholder capital |
| FCF yield | 3.41% |
| Debt to equity | 0.13minimal debt: a conservative balance sheet |
| Current ratio | 1.92healthy short-term liquidity |
| Beta | 2.02much more volatile than the market |
| Short interest, float | 0.19% |
| 52-week range | 27.25 - 76.32 |
| Market cap | $7.2B |
| Employees | 7,058 |
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it already moves more than the market on an average day.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeZG trades on Nasdaq. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
2026-10-31
Markup $34.05
+0.0% Entry 12
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-30
Markup $34.05
+0.0% Entry 11
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-29
Markup $34.05
+7.0% Entry 10
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 7.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28
Markup $31.82
+0.0% Entry 9
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading overbought. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21
Markup · changed $31.82
+6.5% Entry 8
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 6.5% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C. Technically it is sitting below its long-term trend line with momentum reading bullish. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65.
2026-10-14
Distribution $29.87
+5.1% Entry 7
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 5.1% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65.
2026-10-02
Distribution $28.41
-14.5% Entry 6
Our analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 14.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65.
2026-09-18
Distribution · changed $33.23
-1.6% Entry 5
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 1.6% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65.
2026-08-19
Markup · changed $33.76
+4.8% Entry 4
The framework has shifted from markdown to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65.
2026-07-18
Markdown $32.22
+0.0% Entry 3
Our analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading oversold. Over the past year the shares are down 52%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (23 analysts) rates it buy, with a mean price target of $65.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
- Will Zillow Stock Ever Get Back To Its Old High? Yahoo Finance · 9d ago
- Hidden Homeownership Costs Surge 32% Over Past 5 Years, Study Shows Yahoo Finance · 10d ago
- CoStar Soars 6% on Keefe Bruyette Price Target Hike as Zillow, Lennar Rally Yahoo Finance · 10d ago
- Hidden costs of homeownership top $16.5K/year, up nearly 32% in 5 years Yahoo Finance · 10d ago
- Learn Why The Bull Case For Zillow Could Change Following Claude Home Search Launch Yahoo Finance · 10d ago
Headlines from third-party outlets, linked for reference: not our reporting, not advice.
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Screened names in the same industry · explore each on its own page.
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-09-23 | Kevin Hern | Republican | sell | 15K–50K |
| 2026-09-23 | Kevin Hern | Republican | sell | 15K–50K |
| 2026-09-14 | Kevin Hern | Republican | sell | 15K–50K |
| 2026-09-14 | Kevin Hern | Republican | sell | 15K–50K |
| 2026-09-14 | Kevin Hern | Republican | sell | 15K–50K |
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $40.65 | -16.1% | · | $839 | -16.1% |
| 2 months | $39.94 | -14.6% | · | $854 | -14.6% |
| 3 months | $40.81 | -16.4% | · | $836 | -16.4% |
| 6 months | $73.43 | -53.6% | · | $464 | -53.6% |
| 1 year | $70.39 | -51.6% | · | $484 | -51.6% |
| 2 years | $42.55 | -19.9% | · | $801 | -19.9% |
| 3 years | $44.14 | -22.8% | · | $773 | -22.8% |
| 5 years | $113.47 | -70.0% | · | $301 | -70.0% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever ZG does next, these words stay.
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