Is Z. a good stock to buy?
We came across a bullish thesis on Zillow Group, Inc. on r/ValueInvesting by mrmrmrj
In this article, we will summarize the bulls’ thesis on Z.. Zillow Group, Inc.’s share was trading at $32.01 as of June 17th. Z.’s trailing and forward P/E were 133.04 and 14.79 respectively according to Yahoo Finance.
Studio Grand Ouest/ Zillow Group operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States. Z is positioned as a re-rating opportunity in the U.S. housing and digital real estate ecosystem following its strategic shift toward a capital-light, fee-based model. The company exited its home-buying operations in 2021, eliminating balance sheet-intensive exposure to property inventory risk and enabling a transition toward a more scalable software and services-driven business. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential This restructuring has significantly improved financial quality, allowing Zillow to become profitable in 2025 and operate with a de-levered balance sheet and no long-term debt, a notable improvement compared to its prior capital-heavy model.