For the quarter ended December 2025, Zillow Group (ZG) reported revenue of $654 million, up 18.1% over the same period last year. EPS came in at $0.39, compared to $0.27 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $649.76 million, representing a surprise of +0.65%. The company delivered an EPS surprise of -6.25%, with the consensus EPS estimate being $0.42.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Zillow performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Mobile Applications and Websites - Average Monthly Unique Users: 221 million versus 215.1 million estimated by three analysts on average.
- Mobile Applications and Websites - Visits: 2.1 billion versus the three-analyst average estimate of 2.11 billion.
- Revenue- Residential: $418 million compared to the $415.98 million average estimate based on four analysts. The reported number represents a change of +8% year over year.
- Revenue- Other: $11 million versus the four-analyst average estimate of $11.62 million. The reported number represents a year-over-year change of +10%.
- Revenue- Mortgages: $57 million versus the four-analyst average estimate of $50.89 million. The reported number represents a year-over-year change of +39%.
- Revenue- Rentals: $168 million versus $172.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +44.8% change.
View all Key Company Metrics for Zillow here>>>
Shares of Zillow have returned -19.7% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Zillow Group, Inc. (ZG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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