Added to YB: 2025-11-28
Pitch date: 2025-09-28
Z [bearish]
Zillow Group, Inc.
+52.81%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$7.5B
Pitch Price
$77.50
Price Target
21.50 (-43%)
Dividend
N/A
EV/EBITDA
54.43
P/E
134.59
EV/Sales
2.65
Sector
Real Estate Management and Development
Category
special_situation
Zillow Group, Inc. - $Z (short)
Z (short): COMP/HOUS merger creates 18% market share brokerage threatening Zillow's free MLS data access via Private Exclusive listings. Zillow faces 37-73% downside as data completeness erodes, costs rise, or market share lost. Trading 30x 2025E EBITDA despite structural risks, legal overhang, rising competition from Homes.com.
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