A Look At Zillow Group (ZG) Valuation As It Projects A Healthier U.S. Housing Market In 2026

Simply Wall St.01-26

AdvertisementMarket outlook trigger for Zillow Group Zillow Group (ZG) recently highlighted a more supportive backdrop for the U.S. housing market in 2026, expecting fewer regions with declining home ...

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See our latest analysis for Zillow Group. The improving housing outlook and upcoming fourth quarter 2025 results update come after a mixed run for shareholders, with a recent 90 day share price return of a 9.18% decline, a 1 year total shareholder return of a 12.36% decline, and a 3 year total shareholder return of a 55.69% gain, indicating momentum that has cooled in the shorter term. If Zillow’s housing call has you thinking about other real estate and property related plays, it may also be a good moment to broaden your search through fast growing stocks with high insider ownership. With Zillow trading at US$67.34 and sitting at roughly a 28% discount to both analyst targets and one intrinsic value estimate, along with mixed long term returns, you have to ask whether there is genuine upside here or if the market already reflects future growth. Most Popular Narrative: 22.3% Undervalued With Zillow Group’s fair value estimate at $86.65 versus a last close of $67.34, the most followed narrative leans toward a meaningful valuation gap that hinges on how its product ecosystem and monetization plans play out over the next few years.  The shift toward integrated, end-to-end digital transaction ecosystems (like Zillow 360 and Enhanced Markets) is enabling Zillow to capture more ancillary services revenue (mortgages, rentals, software), reducing dependence on advertising and expanding top-line growth as well as supporting EBITDA margin expansion through operational efficiencies.  Read the complete narrative. Curious what kind of revenue mix, margin profile, and earnings power sit behind that fair value? The narrative leans on specific growth assumptions and a premium future earnings multiple that many investors would usually associate with top tier internet platforms. If you want to see exactly how those moving parts fit together, the full story is where the details start to matter. Result: Fair Value of $86.65 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, risks around real estate litigation and commission structures, along with pressure on Premier Agent and Flex economics, could quickly challenge the current undervalued narrative. Find out about the key risks to this Zillow Group narrative. Another Way To Look At Zillow’s Valuation The narrative and our cash flow work both point to upside, but the simple sales multiple tells a different story. Zillow trades on a P/S of 6.6x, versus 2.2x for the wider US Real Estate group, 3.1x for peers, and a fair ratio of 4.5x. That kind of premium can signal quality or just optimism running ahead of itself. Which do you think it is? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:ZG P/S Ratio as at Jan 2026 Build Your Own Zillow Group Narrative If you look at the numbers and come to a different conclusion, that is the point. You can review the data, stress test your own assumptions, and build a custom Zillow view in just a few minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Zillow Group. Looking for more investment ideas? If Zillow has sparked ideas but you want a wider bench of opportunities, now is the time to scan for other stocks that could fit your style.  Spot potential high growth stories early by checking out these 3523 penny stocks with strong financials that already back their promise with stronger financials. Position yourself for long term tech shifts by reviewing these 23 AI penny stocks that connect artificial intelligence with real business use cases. Hunt for mispriced opportunities by filtering for these 874 undervalued stocks based on cash flows that stand out on cash flow based metrics.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zillow Group might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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