ZILLOW GROUP, INC. (ZG) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does ZILLOW GROUP, INC. Do?
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. The Homes segment is involved in resale of homes; and title and escrow services to home buyers and sellers, including title search procedures for title insurance policies, escrow, and other closing services. The IMT segment offers premier agent, rentals, and new construction marketplaces, as well as dotloop, display, and other advertising, as well as business software solutions. The Mortgage segment provides home loans; and marketing products including custom quote and connect services. Its portfolio of brands includes Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East. The company was incorporated in 2004 and is headquartered in Seattle, Washington. ZILLOW GROUP, INC. (ZG) is classified as a mid-cap stock in the Industrials sector, specifically within the Business Services industry. The company is led by CEO Richard N. Barton and employs approximately 5,720 people, headquartered in SEATTLE, Washington. With a market capitalization of $9.7B, ZG is one of the notable companies in the Industrials sector.
ZILLOW GROUP, INC. (ZG) Stock Rating — Reduce (April 2026)
As of April 2026, ZILLOW GROUP, INC. receives a Reduce rating with a composite score of 42.3/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.ZG ranks #3,029 out of 4,446 stocks in our coverage universe. Within the Industrials sector, ZILLOW GROUP, INC. ranks #507 of 752 stocks, placing it in the lower half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
ZG Stock Price and 52-Week Range
ZILLOW GROUP, INC. (ZG) currently trades at $39.75. The stock lost $0.90 (2.2%) in the most recent trading session. The 52-week high for ZG is $90.22, which means the stock is currently trading -55.9% from its annual peak. The 52-week low is $40.69, putting the stock -2.3% above its annual trough. Recent trading volume was 219K shares, suggesting relatively thin trading activity.
Is ZG Overvalued or Undervalued? — Valuation Analysis
ZILLOW GROUP, INC. (ZG) carries a value factor score of 66/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 1016.25x, compared to the Industrials sector average of 28.33x — a premium of 3487%. The price-to-book ratio stands at 1.97x, versus the sector average of 2.23x. The price-to-sales ratio is 3.81x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, ZG trades at 31.37x EV/EBITDA, versus 5.70x for the sector.
Overall, ZG's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
ZILLOW GROUP, INC. Profitability — ROE, Margins, and Quality Score
ZILLOW GROUP, INC. (ZG) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 0.0%, compared to the Industrials sector average of 8.9%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at 0.0% versus the sector average of 3.3%.
On a margin basis, ZILLOW GROUP, INC. reports gross margins of -0.4%, compared to 35.8% for the sector. The operating margin is 100.4% (sector: 6.2%). Net profit margin stands at -0.1%, versus 3.9% for the average Industrials stock. Revenue growth is running at 16.1% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
ZG Debt, Balance Sheet, and Financial Health
ZILLOW GROUP, INC. has a debt-to-equity ratio of 6.0%, compared to the Industrials sector average of 70.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. Total debt on the balance sheet is $310M. Cash and equivalents stand at $874M.
ZG has a beta of 1.07, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for ZILLOW GROUP, INC. is 50/100, reflecting average volatility within the normal range for its sector.
ZILLOW GROUP, INC. Revenue and Earnings History — Quarterly Trend
In TTM 2026, ZILLOW GROUP, INC. reported revenue of $2.58B and earnings per share (EPS) of $0.04. Net income for the quarter was $0. Gross margin was -0.4%. Operating income came in at $2.60B.
In Q3 2025, ZILLOW GROUP, INC. reported revenue of $691M and earnings per share (EPS) of $0.04. Net income for the quarter was $10M. Gross margin was -0.4%. Revenue grew 14.0% year-over-year compared to Q3 2024. Operating income came in at $694M.
In Q2 2025, ZILLOW GROUP, INC. reported revenue of $668M and earnings per share (EPS) of $0.01. Net income for the quarter was $2M. Gross margin was -0.7%. Revenue grew 12.3% year-over-year compared to Q2 2024. Operating income came in at $673M.
In Q1 2025, ZILLOW GROUP, INC. reported revenue of $615M and earnings per share (EPS) of $0.03. Net income for the quarter was $8M. Gross margin was -0.8%. Revenue grew 11.2% year-over-year compared to Q1 2024. Operating income came in at $620M.
Over the past 8 quarters, ZILLOW GROUP, INC. has demonstrated a growth trajectory, with revenue expanding from $553M to $2.58B. Investors analyzing ZG stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
ZG Dividend Yield and Income Analysis
ZILLOW GROUP, INC. (ZG) does not currently pay a dividend. This is common among smaller companies in the Business Services industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Industrials dividend stocks may want to explore other Industrials stocks or use the stock screener to filter by dividend yield.
ZG Momentum and Technical Analysis Profile
ZILLOW GROUP, INC. (ZG) has a momentum factor score of 17/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 27/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 56/100 reflects moderate short selling activity.
ZG vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, ZILLOW GROUP, INC. (ZG) ranks #507 out of 752 stocks based on the Blank Capital composite score. This places ZG in the lower half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing ZG against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full ZG vs S&P 500 (SPY) comparison to assess how ZILLOW GROUP, INC. stacks up against the broader market across all factor dimensions.
ZG Next Earnings Date
No upcoming earnings date has been announced for ZILLOW GROUP, INC. (ZG) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy ZG? — Investment Thesis Summary
The quantitative profile for ZILLOW GROUP, INC. suggests caution. The value score of 66/100 suggests attractive pricing relative to fundamentals. Momentum is weak at 17/100, a headwind for near-term performance.
In summary, ZILLOW GROUP, INC. (ZG) earns a Reduce rating with a composite score of 42.3/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on ZG stock.
Related Resources for ZG Investors
Explore more research and tools: ZG vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare ZG head-to-head with peers: ZG vs SOBO, ZG vs TEN, ZG vs GLDD.