Zillow

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  1. ZillowGroup Faces Speed Bump in 1Q From Merger Integration, but Underlying Metrics Remain Healthy

    Commentary

    Wed, 13 May 2015

    combination with Trulia in February. Zillow warned four weeks ago that this will ..... uncertainty for the portal. Indeed, Zillow ’s organic revenue growth slowed to ..... down from 58% in the fourth quarter. Zillow maintained its guidance given a month

  2. Elderly parents portfolio

    Commentary

    Mon, 20 Apr 2015

    brokerage, etc., except their emergency cash. They own their home fully, worth over $1M according to the internet ( Zillow ). As you can see, rough makeup of the portfolio is 45/55 equity/bonds, most equity is LgCap US, most bonds are

  3. Zillow's 2015 Guidance Underwhelms, but Merger Integration On Plan and Listings Already Recaptured

    Commentary

    Tue, 14 Apr 2015

    lowered our fair value estimate for Zillow Group to $114 per share from $123 ..... merger review conclusion, as well as Zillow 's decisions to reduce the size of ..... this transition year, but we believe Zillow Group is set up well for reaccelerating

  4. Notable Stock Rating Changes

    Video Reports

    Thu, 26 Feb 2015

    on the combination of [TICKER: Z ] Zillow ( Z ) and Trulia. Can you talk to us about that? Coffina: So, Zillow and Trulia were the two main real ..... the combined company, now called Zillow . Previously, these two companies

    Z Zillow found at 8:23

    lower cost-of-equity assumptions. Glaser: Finally, we updated our rating on the combination of [TICKER: Z ] Zillow Z and Trulia. Can you talk to us about that? Coffina: So, Zillow and Trulia were the two main real estate portals, and they recently closed their merger. They received approval from the regulators, and they were able to close the merger. We think this really is going to strengthen the competitive position of the combined company, now called Zillow Previously, these two companies were competing head to head to try to win the market outright. Neither was really able to gain an edge, and this resulted in some very fierce competition for agents and for advertising, such that real estate agents advertising on these platforms are earning returns on investment of something like seven to 10 times--which is really just a staggering return on investment. We think that what's prevented Zillow and Trulia from capturing a greater share of the value they are creating for agents is really the competition between the two firms. Eliminating that competition by having those two firms come together should really result in a somewhat more rational pricing environment for advertising, and we think that returns on investment for agents that advertise on the site could fall to maybe the 4% to 6% range, which would still be a great value proposition for the real estate agent but would also mean more value accruing to Zillow So, we think that Zillow has a narrow moat. We think that the competitive advantage is strengthening over time as more and more consumers get used to
  5. Zillow , Trulia Receive FTC's Blessing to Tie the Knot; Trulia Fair Value Estimate Increased to $55

    Commentary

    Mon, 16 Feb 2015

    Zillow concurrently announced fourth-quarter results and the FTC approval ..... transaction. Trulia’s stock will be subsumed into narrow-moat Zillow as early as Feb. 17. Zillow continued its supercharged growth in the fourth quarter. The company

  6. Zillow , Trulia Receive FTC's Blessing to Tie Knot; Zillow Fair Value Estimate Increased to $123

    Commentary

    Mon, 16 Feb 2015

    Zillow concurrently announced fourth-quarter results ..... estimates of the combined entity but raise our Zillow fair value estimate to $123 per share from ..... maintain our narrow economic moat rating for Zillow , and believe the combined firm's cost advantages

  7. Zillow says Trulia deal may close next week

    Headlines

    Fri, 13 Feb 2015

    Feb 13 (Reuters) - Zillow Inc said the Federal Trade Commission has decided to not take any action against real estate website operator's acquisition of Trulia Inc, and the company now expects to...

  8. The ‘Too Rich to Succeed’ Challenge Facing Start-ups

    Headlines

    Mon, 24 Nov 2014

    Street Journal. A partner in Silicon Valley-based VC firm Benchmark, his company has invested in Uber, OpenTable and Zillow . ‘Awash in Capital’ These days, founders are “arguing (often persuasively) that their disruptive start-ups will one day be as valuable as

  9. REA Group Joins News Corporation to Make a Move on Move Inc.

    Commentary

    Tue, 30 Sep 2014

    opportunity to leverage its news platforms and utilise the expertise of REA Group to take market share from competitors Zillow and Trulia. We expect earnings contributions from this transaction to have an immaterial impact on our fair value estimate

  10. News Corporation Makes a Move in the United States Online Property Market

    Commentary

    Tue, 30 Sep 2014

    News Corporation is counting on the still solidly growing USD 14 billion real estate marketing sector--one in which Zillow , Trulia and Move capture only about USD 1 billion. It is an area where management also boasts proven expertise, at least

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