Zillow: Discounted for Lagging Returns
Zillow trades at a discount because its returns and margins lag sector averages. The market sees a turnaround case, not a proven winner. ROIC at 2.1% and operating margin at 4.2% are too low. For this price, Zillow needs to deliver more.
Published by AssetNext · 2026-05-16
| Date | Signal | Peer score | Drawdown | 21d vs sector |
|---|---|---|---|---|
| 2026-06-10 | Profile and price weak | 22 | -62.4% | -16.2% |
| 2026-05-27 | Profile and price weak | 22 | -60.1% | -23.9% |
| 2026-05-21 | Profile and price weak | 22 | -59.3% | -23.1% |
Break down Z's structural position across all peer dimensions with the interactive app.