Company Analysis

Zillow Group, Inc. Class C Capital Stock (Z)

Nasdaq: Z · Services-Business Services, NEC · Seattle, WA · filing with the SEC since 2014
Grade5.7
◀ Past 4.9● Present 5.7▶ Future 6.1

The grade of Zillow Group, Inc. Class C Capital Stock

Nine metrics read from its own filings, by tense
Headline grade
5.7/10
◀ Past4.925% of the headline
● Present5.735% of the headline
▶ Future6.140% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.9/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
5.3/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2017-02-10.

weight 22% of this tense · 53rd percentile among 105 sector filers · read for itself

From the record

Zillow Group, Inc. Class C Capital Stock's filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2017-02-10) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.1/10

What has it actually done, year after year?

+13.2% a year over 10 filed years; profitable in 1 of 10.

weight 45% of this tense · 31st percentile among 99 sector filers · read for its customers

From the record

Zillow Group, Inc. Class C Capital Stock's 10 filed years say what it did: revenue went from $847 million in fiscal 2016 to $2.6 billion in fiscal 2025, up 13.2% a year; it rose in 6 of 9 years; the deepest fall was 41% from fiscal 2019 to fiscal 2020; net income was positive in 1 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span13.2%top 46% of its family
  • the share of years revenue rosebottom 31% of its family
  • the share of filed years with a profitbottom 20% of its family
  • the deepest fall from a revenue peak40.8%bottom 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.0/10

How has it treated the people who own it?

Share count grew 1.6% a year. 100% of cash flow returned. Insiders: 100 sales, 0 purchases.

weight 33% of this tense · 70th percentile among 70 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Zillow Group, Inc. Class C Capital Stock's diluted share count grew about 1.6% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 100 sales (58 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 46% of its family
  • cash returned against operating cash flowtop 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.7/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
5.5/10

Is it financially healthy right now?

ROE 0%: 0¢ of profit per shareholder dollar. Leverage 14%: owes 14¢ per asset dollar.

weight 33% of this tense · 55th percentile among 98 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Zillow Group, Inc. Class C Capital Stock earned about 0 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 34 cents per dollar of everything the company owns. Leverage: it owed about 14 cents per dollar of assets, and net share issuance: its share count grew 8.6% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 5% of its family
  • return on equitybottom 38% of its family
  • gross profit against assetstop 33% of its family
  • the share count against the year beforebottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.3/10

How strong is its position in its industry?

top 47% of 101 in its family; net margin 0.9%.

weight 45% of this tense · 53rd percentile among 101 sector filers · read for its customers

From the record

Zillow Group, Inc. Class C Capital Stock's standing among 101 graded names in its industry family: revenue of $2.6 billion in fiscal 2025 ranks in the top 35% by size; a net margin of 0.9% ranks in the bottom 42%; revenue growth of 9.7% a year over the last 3 filed years ranks in the top 48% (its annual reports).

What it rests on

  • revenue against the family$2.58Btop 35% of its family
  • net margin0.9%bottom 42% of its family
  • three-year revenue growth9.7%top 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.8/10

What are the people in charge doing?

top 32% of 65 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 68th percentile among 65 sector filers · read for its shareholders

From the record

Zillow Group, Inc. Class C Capital Stock's leadership, from its insiders' filings and its current reports: the chief executive on the record is Wacksman, Jeremy (Chief Executive Officer, as filed), filing under that title since 2024-08-09, 2.3 years (bottom 32% of its family); the 20 officers and directors filing in the last fifteen months have been on the record a median of 10.7 years (top 5%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 20 people in charge now (top 23%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge5 in three years among 20 peopletop 23% of its family
  • the median years the people in charge have filed10.7 yearstop 5% of its family
  • the chief executive's years on the record2.3 yearsbottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.1/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.0/10

How much room does it have to grow?

top 30% of 99 in its family for room to expand.

weight 33% of this tense · 70th percentile among 99 sector filers · read for itself

From the record

Zillow Group, Inc. Class C Capital Stock's room to grow, from the newest filed statements (fiscal 2025): cash of $768 million against no long-term debt tagged leaves 13.5% of its assets as net cash, top 33% of its family; cash from operations less capital spending is 9.1% of revenue (bottom 44%); a gross margin of 74.1% (top 15%); research spending of 23.5% of revenue (top 17%) (its annual report).

What it rests on

  • cash less debt against assets13.5%top 33% of its family
  • cash from operations less capital spending against revenue9.1%bottom 44% of its family
  • gross margin74.1%top 15% of its family
  • research spending against revenue23.5%top 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.1/10

What could actually drive growth from here?

top 49% of 99 in its family for growth drivers.

weight 45% of this tense · 51st percentile among 99 sector filers · read for its customers

From the record

Zillow Group, Inc. Class C Capital Stock's growth drivers, from the filed years to fiscal 2025: revenue grew 9.7% a year over the last three filed years against 13.2% over all 10, slowing (bottom 46% of its family); the newest year grew 15.5% (top 34%); research spending grew 6.8% a year (bottom 49%); capital spending grew 5% a year (bottom 44%) (its annual reports). Zillow Group, Inc. Class C Capital Stock reported 4 product lines in fiscal 2025: Residential Revenue at $1.7 billion (66%), Rental Revenue at $630 million (24%), Mortgage Revenue at $199 million (8%), and 1 more; 4 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-3.5 points a yearbottom 46% of its family
  • the newest year's revenue growth15.5%top 34% of its family
  • three-year growth of research spending6.8%bottom 49% of its family
  • three-year growth of capital spending5.0%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.8/10

Did its newest year beat what its own record pointed to?

top 32% of 93 in its family for expectations against reality.

weight 22% of this tense · 68th percentile among 93 sector filers · read for its shareholders

From the record

Zillow Group, Inc. Class C Capital Stock's newest year against its own record: revenue of $2.6 billion in fiscal 2025 came in 8.1% above the $2.4 billion its prior three years' pace pointed to (top 25% of its family); net income of $23 million against a prior three-year average of $124 million (top 25%); a net margin of 0.9% against -6.1% before (top 46%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace8.1%top 25% of its family
  • net income against the prior three years' average+119%top 25% of its family
  • net margin against its prior average+7.0 pointstop 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton Z · research, not advice