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$54.01

Public overview and default valuation.

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Valuation Details
Default assumptions: 10Y forecast, 9% market return, 2.5% terminal growth, 12.00% trendline growth.
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$39.99

With 20% Margin of Safety (MoS):

$31.99
-40.77% downside
Capital Efficiency
Average Quarterly ROIC
-0.02%
Cost of Capital (estimated)7%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.
Fundamental Score
42
BearishWeighted across 6 signals
DCF Discount
40.8% premium to price
0
FCF Yield
4.4% trailing FCF yield
59
ROIC vs WACC
ROIC 0.0% vs WACC 7.0% (0.0x)
0
Net Debt / FCF
Net cash position
100
Buybacks
Share count growing
30
FCF CAGR (5Y)
305.7% 5Y FCF CAGR (adjusted)
100
Strengths: Net Debt / FCF, FCF CAGR (5Y). Concerns: DCF Discount, ROIC vs WACC.
Narrative Score
52
Weak
Weighted across 3 recent drivers · Last 30 daysVs 6-Month Baseline: Above Avg (74th pct)
Trend: StableConfidence: 69%Updated: 5h ago
Sources: 32 (News 32)
Drivers
28 news sentiment+0.2
Legal risk+0.0
3 regulatory scrutiny+0.0
Other Metrics
P/E-409.0
Profit Margin-1.3%
Owner Earnings$401.00m
One Dollar Premise0.00%
Debt/Equity0.17
Current Ratio2.97
PEG-8.862
Free Cash Flow (in millions)
2009201020112012201320142015201620172018201920202021202220232024
0$$8$24$49$57$90$91$80$337$82-$526$533-$3,072$4,644$519$572
How Intrinziq Estimates Fair Value

Intrinziq estimates Zillow Group, Inc. Class C's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Zillow Group, Inc. Class CCommunication Services

Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. The Homes segment is involved in resale of homes; and title and escrow services to home buyers and sellers, including title search procedures for title insurance policies, escrow, and other closing services. The IMT segment offers premier agent, rentals, and new construction marketplaces, as well as dotloop, display, and other advertising, as well as business software solutions. The Mortgage segment provides home loans; and marketing products including custom quote and connect services. Its portfolio of brands includes Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East. The company was incorporated in 2004 and is headquartered in Seattle, Washington.

Last updated: Feb 06, 2026
Data sources: Financial Modeling Prep
This valuation is based on assumptions and publicly available data. It is not financial advice or a recommendation to buy or sell any security. Always do your own research before making investment decisions.