Zillow Group (ZG) reported $598 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 13%. EPS of $0.41 for the same period compares to $0.36 a year ago.
The reported revenue represents a surprise of +1.61% over the Zacks Consensus Estimate of $588.55 million. With the consensus EPS estimate being $0.43, the EPS surprise was -4.65%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: 227 million versus 224.67 million estimated by two analysts on average.
- Mobile Applications and Websites - Visits: 2.35 billion versus the two-analyst average estimate of 2.33 billion.
- Revenue- Residential: $417 million versus the four-analyst average estimate of $414.66 million. The reported number represents a year-over-year change of +6.1%.
- Revenue- Other: $11 million versus $8.45 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +37.5% change.
- Revenue- Mortgages: $41 million versus the four-analyst average estimate of $38.83 million. The reported number represents a year-over-year change of +32.3%.
- Revenue- Rentals: $129 million versus $126.10 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +33% change.
View all Key Company Metrics for Zillow here>>>
Shares of Zillow have returned +10.6% over the past month versus the Zacks S&P 500 composite's +10.6% 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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