Zillow is the go-to online real estate marketplace, like a digital town square for buying, selling, and renting homes.
Money comes from advertising and lead generation for agents and builders, plus mortgage services. Gross margin is high at 72.88%, but net margin is thin at 1.96%, showing it's not very profitable yet.
Zillow's brand and massive user traffic create a strong network effect that's hard for newcomers to beat. However, Realtor.com and Redfin are actively chipping away at its dominance, so the moat is eroding.
Sell (sector percentile 18) — value C-, growth C, profitability B-, momentum C-, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Bronstein announces new class action, adding to existing lawsuits and legal risk
Revenue $772M beat, adj EPS $0.52 beat, but Q3 and full-year guidance below estimates, shares down after hours.
Layoffs of 7% lead to loss, related to Q2 earnings, but already covered; this is incremental.
Multiple firms flag Aug 10 deadline; allege anticompetitive pact with Redfin caused 16% stock drop
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Zillow is mentioned as a stock with key breakout levels and upside price targets, indicating a focus on technical analysis and potential market opportunities.
Main discussion
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