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.
Screened 2026-09-11 · the tape above runs as of 00:54 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its distribution label.
Zillow Group, Inc. holds its Distribution at $33.23. The statistical read favours the sellers, held for 53 days.
As held on the ledger · 2026-09-11
Phase
Distribution · caution
Quantitative state
The statistical read favours the sellers, held for 53 days
Price at the screen
$33.23
Valuation
144.48 trailing · 11.36 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.98
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
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
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
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.
Fair value range in USD, drawn from the 2026-09-11 screen. The gold marker is the market price at the same screen. A 67.6% margin of safety to the base estimate.
Third-party analyst targets: 22 covering, consensus Buy. The average target sits +41% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where 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 2026-09-11 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 Words
House 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.
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 Trade
ZG 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.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-19Markup · 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.
2026-07-18Markdown$32.22+0.0%Entry 3
The framework 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.
2026-07-03Markdown$32.22+0.0%Entry 2
The framework 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 (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Markdown$32.22Entry 1
The framework reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.