Zillow Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Zillow Group Inc (ZG) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Zillow Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,810M vs 27,134M combined for its competitors (9.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+9.9% annualized vs trailing 12 months), vs accelerating (+26.8%) for its tracked peer group.
- Growth: Zillow Group Inc generated 17.9% revenue growth year over year in Q2 2026, vs 27.5% for its competitors combined.
- Profitability: Its -0.5% net margin compares with 2.3% for the peer group.
- Scale: Zillow Group Inc ranks #33 of 167 companies by market capitalization in the Professional Services industry, holding 0.2% of industry market cap.
- Peer revenue share: Zillow Group Inc accounted for 8.2% of combined revenue among its tracked peer group, down from 8.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.45M compares with $0.71M for the peer group (0.6x).
- Structure: Zillow Group Inc operates in the following segments: Reportable.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ZG Sales vs. its Competitors, Q2 2026
Zillow Group Inc reported revenue growth of 17.86 % year on year in Q2 2026, below its competitors' combined revenue growth of 27.54 %.
With a net margin of -0.52 %, Zillow Group Inc reported lower profitability than its competitors (2.27 %).
Zillow Group Inc generated 8.24 % of the combined sales of its peer group, down from 8.85 % a year earlier.
API endpoints for this dataset
Zillow Group Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Zillow Group Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Zillow Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Zillow Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Zillow Group Inc's competitor groups requires a Commercial License.
For context: the Professional Services industry grew revenue 7.1% year over year, combined, vs 17.9% for Zillow Group Inc. Zillow Group Inc's share of combined industry revenue moved from 0.12% to 0.13%, a gain of 0.01 percentage points.
Zillow Group Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Zillow Group Inc | Yes | Yes | Yes | No |
| Competitors combined (8) | ||||
| High-Confidence Competitors (6) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ZG Stock Performance relative to its Competitors
ZG Stock Performance relative to High-Confidence Competitors
ZG Stock Performance relative to Similar-Size Competitors
ZG Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Redfin Corporation | 282.9% | Outperformed |
| 2 | Remax Holdings Inc | 282.9% | Outperformed |
| 3 | Offerpad Solutions Inc | 282.9% | Outperformed |
| 4 | Compass Inc | 282.9% | Outperformed |
| 5 | News Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Zillow Group Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Zillow Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Zillow Group Inc |
7,045.40 | 2,810.00 |
 News Corporation |
14,624.50 | 9,028.00 |
 Costar Group Inc |
12,438.80 | 3,681.20 |
 Compass Inc |
8,162.64 | 10,555.80 |
 Opendoor Technologies Inc |
1,550.08 | 3,254.00 |
 Redfin Corporation |
1,423.01 | 1,038.02 |
| SUBTOTAL | 45,260.15 | 30,982.08 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Zillow Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Zillow Group Inc's Competitors Named by the Company
Competitive relationships identified from Zillow Group Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Nerdwallet Inc | Company report | 85% |
| Realpha Tech Corp | Company report | 85% |
| BIOREGENX, INC. | Company report | 85% |
| Premier Agent | Company report | 85% |
| Anywhere Real Estate Inc | Company report | 85% |
| Godaddy Inc | Company report | 85% |
| Sunrise Real Estate Group Inc | Company report | 85% |
| Offerpad Solutions Inc | Company report | 85% |
| Costar Group Inc | Company report | 85% |
| Remax Holdings Inc | Company report | 85% |
| Opendoor Technologies Inc | Company report | 85% |
| News Corporation | Company report | 85% |
| Compass Inc | Company report | 85% |
| Redfin Corporation | Company report | 85% |
Company report basis, confidence, active dates and source counts for Zillow Group Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Zillow Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Zillow Group Inc | Reportable 100.00 % |
| News Corporation | Dow Jones 27.62 % |
| Costar Group Inc | Commercial Real Estate 51.52 % |
| Compass Inc | Brokerage 91.24 % |
| Opendoor Technologies Inc | Reportable 100.00 % |
| Redfin Corporation | Real Estate 57.23 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Zillow Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Zillow Group Inc | 7,045 | 448,667 | 8,782 |
| News Corporation | 14,624 | 416,037 | 34,240 |
| Costar Group Inc | 12,439 | 435,593 | 21,122 |
| Compass Inc | 8,163 | 3,298,688 | 20,906 |
| Opendoor Technologies Inc | 1,550 | 3,122,841 | -1,459,693 |
| Redfin Corporation | 1,423 | 221,185 | -40,602 |
| PEERS TOTAL | 38,215 | 707,788 | -20,190 |
Zillow Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| News Corporation | United States and Canada 48.38 % |
| Costar Group Inc | Non-US 14.87 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Zillow Group Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 153 companies in Zillow Group Inc's industry classification, broader than the peer set above. Market cap in millions of $.Zillow Group Inc ranks #33 of 153 companies by market capitalization in its industry, holding 0.21 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,102, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Visa Inc | 801,501 | 23.56 % |
| 2 | Mastercard Incorporated | 576,127 | 16.94 % |
| 3 | Repay Holdings Corporation | 369,787 | 10.87 % |
| 4 | Alibaba Group Holding Limited | 251,782 | 7.40 % |
| 5 | Accenture Plc | 1,234 | 5.2% |
| 6 | Uber Technologies Inc | 1,234 | 5.2% |
| 7 | Pdd Holdings inc | 1,234 | 5.2% |
| 8 | Orix Corporation | 1,234 | 5.2% |
| 9 | Doordash Inc | 1,234 | 5.2% |
| 10 | Mercadolibre Inc | 1,234 | 5.2% |
| 33 | Zillow Group Inc | 7,045 | 0.21 % |
Market cap and industry share for the rest of Zillow Group Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Zillow Group Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 28 | Maplebear Inc | 14,407 | 59.04 % |
| 29 | Akamai Technologies Inc | 12,844 | 14.52 % |
| 30 | Costar Group Inc | 12,516 | -56.06 % |
| 31 | Etsy Inc | 10,960 | 51.56 % |
| 32 | Healthequity Inc | 1,234 | 12.3% |
| 33 | Zillow Group Inc | 7,045 | -55.92 % |
| 34 | Exlservice Holdings Inc | 1,234 | 12.3% |
| 35 | Lyft Inc | 1,234 | 12.3% |
| 36 | Wex Inc | 1,234 | 12.3% |
| 37 | Xometry Inc | 1,234 | 12.3% |
| 38 | Sezzle Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Zillow Group Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Zillow Group Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Professional Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (291 companies). See the full Professional Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 72.88 % | 33.12 % (avg) | +39.8 pp |
| Operating Margin | 0.43 % | industry median | +0.3 pp |
| EBITDA Margin | 16.51 % | 5.60 % (avg) | +10.9 pp |
| Capital Intensity (Capex / Revenue) | 5.98 % | 4.36 % (avg) | +1.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Zillow Group Inc's Valuation vs Competitive Position
Valuation multiples vs the Professional Services industry average (291 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Professional Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 174.9x | 25.2x | +149.7x |
| EV / EBITDA | 18.2x | 14.0x | +4.2x |
| P/B | 1.9x | 3.5x | -1.6x |
| Return on Equity | 1.18 % | industry aggregate | -24.33 % |
| Return on Invested Capital | 0.13 % | 1.05 % (avg) | -0.92 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Zillow Group Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 23.84 % | 105.68 % | 21.77 % | 143.95 % | 20.01 % | -68.55 % | 14.96 % | 15.52 % |
| Operating Margin | -9.67 % | -9.02 % | -1.24 % | -4.02 % | -0.95 % | -13.88 % | -8.81 % | -1.32 % |
| Return on Invested Capital | -1.93 % | -3.06 % | -0.40 % | -2.56 % | -0.84 % | -2.57 % | -1.97 % | -0.34 % |
| P/E | - | - | - | - | - | - | - | 774.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Zillow Group Inc's Strategic Group Map
Zillow Group Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Zillow Group Inc's trailing-12-month revenue growth of 17.7% and operating margin of 0.4% compares with an average of 16.0% growth and 0.0% margin across its 8 closest peers by combined growth, margin and ROIC -- Zillow Group Inc sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Zillow Group Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Zillow Group Inc falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 5.7% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Zillow Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,102 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 5.98 % vs industry average 4.36 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Zillow Group Inc's dedicated Suppliers and Customers pages, not here.
Zillow Group Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Zillow Group Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Zillow Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+9.9% annualized vs trailing 12 months).
Weaknesses
- Return on equity 24.3 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.01x).
Opportunities
- A meaningful share of competitors (37.50 %) show financial-distress signals, a possible opening to gain share.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Zillow Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Zillow Group Inc | 1.00 | 2.64 | 0.08 |
| News Corporation | 0.84 | 1.73 | 0.21 |
| Costar Group Inc | 1.55 | 2.27 | 0.12 |
| Compass Inc | 0.47 | 0.93 | 0.86 |
| Opendoor Technologies Inc | 1.87 | 3.95 | 1.60 |
| Redfin Corporation | 0.48 | 1.31 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Zillow Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Zillow Group Inc | Q2 2026 | +17.9 % | - |
| News Corporation | Q2 2026 | +10.8 % | -69.0 % |
| Costar Group Inc | Q3 2026 | +14.6 % | - |
| Compass Inc | Q2 2026 | +109.1 % | +134.7 % |
| Opendoor Technologies Inc | Q2 2026 | -43.7 % | - |
| Redfin Corporation | Q1 2025 | -1.9 % | - |
| PEERS TOTAL | +25.8 % | -82.4 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Zillow Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Zillow Group Inc | Q2 2026 | +26.5 % | +2.3 % |
| News Corporation | Q2 2026 | - | -7.0 % |
| Costar Group Inc | Q3 2026 | +22.7 % | -30.8 % |
| Compass Inc | Q2 2026 | - | +103.7 % |
| Opendoor Technologies Inc | Q2 2026 | -44.6 % | +150.0 % |
| Redfin Corporation | Q1 2025 | -2.6 % | -9.1 % |
Zillow Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Zillow Group Inc | 1.00% | 1.14% | 1.18% |
| News Corporation | 4.80% | 5.52% | 7.99% |
| Costar Group Inc | 1.74% | 1.83% | 2.21% |
| Compass Inc | 1.37% | 1.57% | 3.63% |
| Opendoor Technologies Inc | - | - | - |
| Redfin Corporation | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Zillow Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Zillow Group Inc | 139.97 | 2.51 |
| News Corporation | 25.68 | 1.62 |
| Costar Group Inc | 71.04 | 3.38 |
| Compass Inc | 161.50 | 0.77 |
| Opendoor Technologies Inc | - | 0.48 |
| Redfin Corporation | - | 1.37 |
| PEERS AVERAGE | - | 1.46 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.