← BackZILLOW GROUP, INC. · Business Services, NECZG
Low riskNext report: In 1 days (est.)
The short versionA profitable company with growing sales.
Going well
- Sales up 18% in the latest quarter vs a year ago
- Profitable
- Sales up 16% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 1.7% to their holdings in the quarter ending June 2026 (117 bought, 157 sold)
- Held by Philippe Laffont (Coatue)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$33.74-1.0% that day
- Company value
- $7.7B
- Share price times all shares
- Price vs profit (P/E)
- 153.4x
- You pay about $153 for each $1 of yearly profit
- Price vs sales
- 2.7x
- Company value is 2.7 times a year of sales
- Cash vs value
- 7%
- Cash as a share of company value
From ZG's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$772.0M+18% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.8B, up 18% from the 12 months before. Over 5 years, sales grew about 9.7% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.0.5%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.0.9%
- MissProfitable every yearSteady profits, not one good year.1 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$235.0M
- MissShare count not growingNot diluting owners. Falling means buybacks.+4.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.74.1%
- Revenue
- $2.6B
- +15.5% vs prior year
- 5-year growth
- +9.7%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 3.13x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $772.0M
- +17.9% YoY
- EPS
- -$0.02
- vs $0.01
- Op. margin
- -1.3%
- +0.4 pts
- Gross margin
- 72.8%
- -1.9 pts
- Free cash flow
- -$25.0M
- Share count
- -9.4%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 3.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+1.7%Institutions added 1.7% to their holdings. 117 bought, 157 sold.
Shares held by institutions41.8M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.8%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
228MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 6
- Results filedFeb 10
- Results filedOct 30, 2025
- Results filedAug 6, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardRikki TremblayVP, Principal Acctg. Officer
14,518 shares
- +79% of holdings
- Now owns 32,949 shares
- Filed 3 days after trade
New insiderSep 18 · Form 3 ↗Leadership changeSep 17 · Form 8-K ↗SoldThielke Claire CormierDirector
1,187 shares at $35.71 · $42K
- -33% of holdings
- Now owns 2,375 shares
- Pre-planned sale (10b5-1)
- Filed 1 day after trade
SoldErik C BlachfordDirector
792 shares at $35.71 · $28K
- -2% of holdings
- Now owns 34,160 shares
- Pre-planned sale (10b5-1)
- Filed 1 day after trade
Planned insider saleSep 3 · Form 144 ↗Planned insider saleSep 3 · Form 144 ↗Investor disclosureAug 24 · Form 8-K ↗Stock awardCassandra KnightChief Legal and Policy Officer
70,852 shares
- Now owns 70,852 shares
- Exercise price $35.72
- Filed 1 day after trade
Planned insider saleAug 17 · Form 144 ↗Planned insider saleAug 17 · Form 144 ↗SoldJeremy WacksmanChief Executive Officer, Director
15,125 shares at $34.20 avg ($34.18 to $34.24) · $517K
- -10% of holdings
- Now owns 138,574 shares
- Pre-planned sale (10b5-1)
- 2 transactions
- Filed same day
SoldJeremy HofmannCOO & CFO
9,171 shares at $34.20 avg ($34.18 to $34.24) · $314K
- -13% of holdings
- Now owns 59,144 shares
- Pre-planned sale (10b5-1)
- 2 transactions
- Filed same day
Insider tradeAug 17 · Form 4 ↗Insider tradeAug 17 · Form 4 ↗