Added to YB: 2026-07-09
Pitch date: 2026-05-01
Z [bullish]
Zillow Group, Inc.
-29.04%
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
$45.52
Price Target
72.00 (+123%)
Dividend
N/A
EV/EBITDA
54.43
P/E
134.59
EV/Sales
2.65
Sector
Real Estate Management and Development
Category
value
Zillow Group, Inc. - $Z
Z: Long, PT $72 (+58%) at 17x FY+2 EV/EBITDA vs current trough 10x. -40% over 5mo on EHS weakness, Compass private-listing fight & AI fears. Thesis: Zillow Preview flips COMP overhang to tailwind (demand-side wins), EHS at 4M/yr cyclical low set to rebound. Downside $35 (8x). Risks: RESPA mortgage suit, CoStar rental share, AI disintermediation.
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