Zillow reported disappointing third-quarter results, with year-over-year revenue and adjusted EBITDA growth of 7.1% and 10.3%, respectively, both below our estimates.
The Preferred model could increase revenue per connection beyond our expectations by driving higher conversion rates and a greater share of transaction economics on Zillow.
The 10-year Treasury and 30-year fixed mortgage rates could remain elevated for longer than forecast, suppressing home purchase volume in a model increasingly tied to it.
Metric | ZG | REA | RKT |
|---|---|---|---|
Price/Earnings (Normalized) | 15.48 | 33.66 | 31.17 |
Price/Book Value | 1.55 | 11.92 | 1.60 |
Price/Sales | 2.40 | 11.33 | 3.74 |
Price/Cash Flow | 13.07 | 29.56 | 48.70 |
Metric | ZG | REA | RKT |
|---|---|---|---|
Quick Ratio | 0.95 | 1.60 | — |
Current Ratio | 1.92 | 2.17 | — |
Interest Coverage | −4.10 | 121.20 | — |
Metric | ZG | REA | RKT |
|---|---|---|---|
Return on Assets (Normalized) | 3.64% | 22.38% | 2.91% |
Return on Equity (Normalized) | 4.34% | 33.27% | 7.77% |
Return on Invested Capital (Normalized) | 4.26% | 31.16% | — |
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