Zillow Group, Inc. (ZG)

From the record

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

From the record

Zillow Group, Inc.'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).

From the record

Over the 3 fiscal years to 2025-12-31, Zillow Group, Inc.'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).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Zillow Group, Inc. 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).

From the record

Zillow Group, Inc.'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).

From the record

Zillow Group, Inc.'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.

From the record

Zillow Group, Inc.'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).

From the record

Zillow Group, Inc.'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. 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).

From the record

Zillow Group, Inc.'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).