Zillow Group, Inc. (Z) fair value analysis
Nasdaq · Updated 2026-10-19
Z price how computed
Forward Fair Value verdict
UndervaluedZ is trading at more than a 25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $30.82
- Sector
- Communication Services
- 12-month range
- $27.13–$77.12
- Market cap
- $6.93B
- From 52-week high
- -60.0%
- Shares outstanding
- 225M
- Rank in Communication Services by discount to fair value
- #2 of 29
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
Zillow Group, Inc. operates online real estate platforms that provide information, tools, and services related to buying, selling, renting, and financing residential properties. The company serves customers primarily in the United States through its various digital marketplaces and real estate technology offerings.
Z currently ranks #2 of 29 Communication Services stocks by discount to fair value. It has screened as Undervalued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $6.93B
- P/E (trailing)
- 20x
- Revenue (TTM)
- $2.81B
- Net margin
- 2.0%
- EPS (TTM)
- $1.56
- Gross margin
- 72.8%
- Debt / equity
- 0.13
- Revenue growth (3-yr avg)
- 18.5%
- Shares outstanding
- 225M
Derived indicators how computed
- Quality grade
- A
- Margin trend
- Contracting
- 52-week position
- The bottom quarter of its range
Technicals how computed
- RSI (14-day)
- 56 · neutral
- 50-day average
- $31.80
- 200-day average
- $40.73
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Earnings how computed
- Next earnings report
- 2026-11-04 (post-market)
- Last 8 quarters vs consensus
- 4 beat, 3 missed
- Quarter by quarter
- 2026-06 ▲ beat (+100.0%)
2026-03 ▲ beat (+15.2%)
2025-12 ▼ miss (-4.9%)
2025-09 ▬ met (0.0%)
2025-06 ▼ miss (-7.0%)
2025-03 ▲ beat (+10.8%)
2024-12 ▼ miss (-3.6%)
2024-09 ▲ beat (+20.7%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 2 buy · 5 hold · 0 sell (7 analysts)
- Consensus lean
- Hold-leaning
- Consensus price target
- $41.8
- Target vs last price
- +35.6%
What our data shows for Z
- Our model validated 16 trailing price-to-earnings windows for Z, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $27.13–$77.12.
- The 14-day relative strength index sits at a neutral 56.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for Z
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent Z news
TickrTrends' derived news-sentiment signal for Z is currently leaning positive, computed from recent coverage.
- Zillow Group Inc (ZG) Stock Up 4.6% and Still Undervalued -- GF Score: 65/100 (gurufocus.com, 2026-10-20)
TickrTrends take: Zillow Group operates in the Communication Services sector and remains positioned as undervalued according to TickrTrends' current assessment despite recent positive price movement. The stock's recent appreciation reflects investor confidence, yet the company's valuation metrics continue to suggest room for further upside relative to fundamental measures. Investors focused on valuation should monitor whether the company's earnings growth and market positioning can sustain the current momentum while narrowing the gap between current price and intrinsic value. - Zillow (Z) Launches AI Connector with Claude for Enhanced Home Search Experience (gurufocus.com, 2026-10-19)
TickrTrends take: Zillow's integration of Claude into its home search platform represents a product enhancement effort at a time when TickrTrends' analysis suggests the stock trades below intrinsic value. The deployment of AI-driven search capabilities could meaningfully improve user engagement and conversion metrics, factors that investors should monitor closely to assess whether the company can translate technological investment into revenue or margin expansion. For those tracking valuation relative to fundamentals, the success of this feature rollout will be critical to determining whether the undervalued assessment reflects genuine opportunity or requires reassessment based on execution challenges. - Z Reiterates by Needham -- Rating Maintained at Hold (gurufocus.com, 2026-10-16)
TickrTrends take: Needham's maintained Hold rating on Z suggests the analyst sees limited upside or downside from current levels, which contrasts with TickrTrends' Undervalued assessment. A valuation-focused reader should monitor whether Z's fundamentals improve enough to justify the undervalued designation, particularly given that analyst caution typically reflects concerns about near-term catalysts or execution risks. The gap between analyst sentiment and the valuation model indicates investors should track upcoming earnings reports and sector developments in Communication Services to clarify which view is more justified.
More Z news
- Is Zillow Group Inc (ZG) a Bargain After 4.0% Drop? GF Value Says Undervalued (gurufocus.com, 2026-10-12)
- ZG Maintained by Wells Fargo -- Price Target Lowered to $31.00 (gurufocus.com, 2026-10-12)
- Zillow Group Inc (ZG) Stock Down 3.9% -- Now Undervalued? GF Score: 67/100 (gurufocus.com, 2026-09-28)
What people are saying
Follow the Z conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for Z in the Communication Services sector show improvement this week, with the quality grade advancing from B to A. The stock maintains an undervalued valuation verdict based on current analysis.
- 2026-10-05 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is Z stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), Z is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is Z's TickrTrends verdict?
Z's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does Z compare to other Communication Services stocks?
Z ranks #2 of 29 Communication Services stocks in TickrTrends' coverage by discount to fair value.
Is Z overbought or oversold?
Z's 14-day RSI is in neutral territory - neither overbought nor oversold.
When does Z report earnings next?
Z's next earnings report is scheduled for 2026-11-04 (post-market), per the published earnings calendar.
Does Z usually beat earnings estimates?
Over its last 8 reported quarters Z beat the consensus estimate 4 times and missed 3 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about Z?
Of 7 analysts covering Z, 2 rate it a buy, 5 a hold and 0 a sell - hold-leaning, with a consensus price target of $41.8 (+35.6% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
Other share classes
Also trades as ZG, another share class of Zillow Group, Inc.. Our ranked lists show the company once, under Z, its most liquid class.