Zillow Group, Inc. (Z): one to watch?

Business keeps growing 18%+ and is cash-rich, but a weak housing market, thin margins, and an unresolved antitrust/fraud lawsuit make this a wait-and-see, not a slam-dunk buy.

👀 WATCH Fundamentals62/100

Down 84% from its all-time high of $197.81 — now $31.25

Why Z dropped

Zillow's stock has been depressed for years mainly because of a frozen U.S. housing market (high mortgage rates crushing home sale transaction volume, which is Zillow's core revenue driver), and more recently it has been hit by rising legal costs and an FTC antitrust complaint alleging an illegal deal with Redfin to eliminate rental-listing competition, which also triggered a securities fraud class action.

Fwd P/E 11.2Op margin 4.7%Rev growth 17.9%Debt/equity 13.0%Analyst upside 47.2%

How this scored 62/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 2.0%

✅ Generates cash Free cash flow $244M

✅ Not drowning in debt Debt/equity 13.0% (limit 200%)

✅ Can pay its bills Current ratio 1.9 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 2/25

Operating margin 4.7% 2/9

Net profit margin 2.0% 1/8

Return on equity 1.2% 0/8

Growth Is it getting bigger, or dying? 17/25

Revenue growth 17.9% 7/9

Earnings growth unknown 2/8

Expected profit change 1112.9% 8/8

Value Is it cheap right now? 21/25

Forward P/E 11.2 9/10

PEG ratio 0.9 7/8

Analyst target upside 47.2% 6/7

Balance sheet Will it survive? 22/25

Debt / equity 13.0% 10/10

Current ratio 1.9 5/8

Free cash flow $244M 7/7

🔒 Read the full AI analysis

Create a free account to unlock the bull case and the risks for Z — plus today's other picks.

Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-11. Research only — not financial advice.