Zillow Group, Inc. Class COpportunity Rank #235(Z) Intrinsic Value & DCF Analysis (2026)
Current Price
$44.82
Last updated: Mar 24, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
The intrinsic value of Zillow Group, Inc. Class C (Z) is estimated at $35.87 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $44.82, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 9.39% long-term growth rate and an 11.82% discount rate, reflecting expected future free cash flow and cost of capital.
The intrinsic value of Zillow Group, Inc. Class C (Z) is estimated at $35.87 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $44.82, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 9.39% long-term growth rate and an 11.82% discount rate, reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.
Fundamental Details
Narrative Details
Investment Coach
- Price declines to at least a mid-teens discount to fair value.
- Sustained improvement in ROIC versus WACC spread.
- Meaningful positive shifts in the company's narrative and fundamental score.
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates Zillow Group, Inc. Class C's intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
Zillow Group, Inc. Class CCommunication Services
Zillow Group, Inc., a digital real estate company, operates real estate brands on mobile applications and Websites in the United States. The company operates through three segments: Homes; Internet, Media & Technology; and Mortgages. The Homes segment is involved in resale of homes; and title and escrow services to home buyers and sellers, including title search procedures for title insurance policies, escrow, and other closing services. The IMT segment offers premier agent, rentals, and new construction marketplaces, as well as dotloop, display, and other advertising, as well as business software solutions. The Mortgage segment provides home loans; and marketing products including custom quote and connect services. Its portfolio of brands includes Zillow Rentals, Trulia, StreetEasy, Zillow Closing Services, HotPads, and Out East. The company was incorporated in 2004 and is headquartered in Seattle, Washington.