Z · Zillow Group, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted diluted weighted-average shares outstanding non-GAAP | 228.2M | Three Months Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $176M | Q2 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income (loss) -4M
+1M Income taxes
-13M Other income, net
+65M Depreciation and amortization
+75M Share-based compensation
+36M Restructuring costs
+10M FTC Matter litigation costs
+6M Interest expense
= Adjusted EBITDA 176M
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| Adjusted EBITDA expenses non-GAAP | $596M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Revenue $772M
-$176M Less: Adjusted EBITDA
= Adjusted EBITDA expenses $596M
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| Adjusted EBITDA margin non-GAAP | 23% | Q2 2026 | — |
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| Adjusted free cash flow non-GAAP | $223M | Six Months Ended June 30, 2026 | — |
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| Adjusted net income non-GAAP | $118M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) -4M
+75M Share-based compensation
+36M Restructuring costs
+10M FTC Matter litigation costs
+1M Income taxes
= Adjusted net income 118M
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| Average monthly active rental listings | 2.8M | Q2 2026 | — |
| average monthly unique users | 239M | Q2 | — |
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| Diluted adjusted net income per share non-GAAP | $0.52 | Q2 2026 | — |
| Follow Up Boss monthly active users | 138,000 | Q2 2026 | — |
| Multifamily properties | 79,000 | Q2 2026 | — |
| Multifamily revenue growth | 42% | Q2 2026 | — |
| Purchase loan origination volume | $2.2B | Q2 2026 | — |
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| Shares repurchased | 5.6M | Q2 2026 | — |
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| Visits | 2.5B | Q2 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
Z
this stock
Zillow Group, Inc.
|
$7.93B | -49.3% | +27.2% | — | 1.8% |
|
GOOGL
Alphabet Inc.
|
$4.22T | +10.0% | +15.1% | 17.3 | 0.6% |
|
META
Meta Platforms, Inc.
|
$1.45T | -17.6% | +47.1% | 21.4 | 1.2% |
|
SPOT
Spotify Technology S.A.
|
$107.24B | -11.1% | — | — | 3.1% |
|
NBIS
Nebius Group N.V.
|
$73.09B | +196.8% | +479.0% | — | 22.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| Z | +1.3% | +8.5% | -23.7% | +1.5% | -49.3% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | +1.7% | +6.0% | -34.4% | -1.2% | -61.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.