Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile apps and websites in the United States. The company is headquartered in Seattle, Washington.
| Revenue (TTM) | $2.81B |
| Gross Profit (TTM) | $2.05B |
| EBITDA | $175.00M |
| Operating Margin | 4.66% |
| Return on Equity | 1.22% |
| Return on Assets | 0.89% |
| Revenue/Share (TTM) | $11.86 |
| Book Value | $19.16 |
| Price-to-Book | 3.70 |
| Price-to-Sales (TTM) | 2.60 |
| EV/Revenue | 7.19 |
| EV/EBITDA | 74.33 |
| Quarterly Earnings Growth (YoY) | 533.00% |
| Quarterly Revenue Growth (YoY) | 17.90% |
| Shares Outstanding | $41.40M |
| Float | $207.03M |
| % Insiders | 3.85% |
| % Institutions | 111.39% |
Volatility is currently expanding
Top real estate companies are rallying today. Zillow Group stock jumped 11%, while Better Home & Finance and Opendoor surged 33% and 17%, respectively.
Falling long-term interest rates are lifting housing-linked stocks, and shares of the company that carries homes on its own balance sheet are moving the most. Opendoor Technologies (NASDAQ:OPEN) shares are up 7% to $2.14 in morning trading.
With the typical monthly payment for a new homeowner climbing nearly twice as fast as rent, more shoppers are turning to rentals Rental demand is up 19.2% year over year nationwide, as measured by the Zillow Observed Renter Demand Index (ZORDI).1 The typical U.S. rent was $1,932 a month in September, up 2.7% from a year ago. The financial advantage of renting is growing, as the typical new home buyer's monthly payment2 is climbing nearly twice as fast as rent, up 5% from a year ago to $3,037.
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The rental market continues to show strength, with the biggest annual rent gain since April 2025 In September, existing home sales fell 2.5% from last year according to Zillow's nowcast. Newly pending sales, a forward-looking indicator of future closed sales, fell by 8.5% as mortgage rates reached their highest level since November 2023.
Nearly 5 engaged home shoppers are competing for every listing, but affordability headwinds are weighing on sales Engaged home shoppers — Zillow users who save or share a for-sale listing — were up 21% year over year this past spring, at 4.8 shoppers per listing nationally. Buffalo, Providence and Hartford had the most engaged shoppers per listing; Houston, Miami and San Antonio had the fewest.
Housing-linked stocks are moving lower together in Wednesday morning trading, with the iBuyers taking the sharpest hits and the homebuilder fund pulling back in step.
In all 50 major U.S. metros, typical rent is less than the typical monthly cost of homeownership, giving renters a financial cushion According to the Zillow Observed Rent Index, the typical U.S. rent is $1,948 a month. The typical new home buyer's monthly payment is $3,014, a difference of $1,066 a month or $12,792 a year.
Opendoor Technologies (NASDAQ:OPEN) stock is falling 4% to $2.68 in Tuesday morning trading as rising Treasury yields and expectations for tighter monetary policy weigh on housing-related shares. Offerpad Solutions (NYSE:OPAD) stock is essentially unchanged at $3.
With permitting at a post-pandemic low, the housing shortage at the root of today's affordability crisis could deepen Residential building permits fell 1.7% in the year ending July 2026 and are now running a record 19.4% below the pre-pandemic trend line. Detached single-family home completions dropped 2.5% in 2025 to about 817,000, the third consecutive annual decline and the lowest total since 2020.
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