Zillow, Inc. (NASDAQ:Z)

CAPS Rating: 2 out of 5

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Member Avatar InvestForGood (< 20) Submitted: 6/16/2015 11:29:32 PM : Outperform Start Price: $85.19 Z Score: +4.13

Growing position in a changing industry which will exist as long as people are buying and selling houses

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Member Avatar bcowabunga (53.30) Submitted: 6/11/2015 9:56:24 AM : Outperform Start Price: $87.77 Z Score: +2.94

How real estate gets donw

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Member Avatar wsualum95 (49.65) Submitted: 6/2/2015 8:44:43 AM : Outperform Start Price: $91.43 Z Score: -1.50

Online leader in real estate. Innovative company. Smart mergers. Great CEO. This stock has been beat back, but not for long. This is an opportunity.

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Member Avatar Gordogato (75.17) Submitted: 5/20/2015 11:37:16 AM : Outperform Start Price: $94.13 Z Score: -3.44

Zillow will be a primary technology disruptor of the real estate industry.

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Member Avatar CMFKaizen (87.87) Submitted: 5/14/2015 11:44:29 AM : Underperform Start Price: $95.19 Z Score: +5.10

Rather than disrupting the industry, Zillow has instead decided to integrate with and consolidate parts of it. The merger with Trulia is the latest step in that strategy. Zillow’s flagship service makes its money by marketing itself as a service that empowers home buyers with all the data they need to find a house on their own, but the quality of that data is kept so poor so that most of those buyers will give up after initial attempts at the self-service model and turn to a professional real-estate agent. This is how Zillow makes it money: stepping in and recommending an agent to you (the agents pay Zillow on a subscription model).

Given the fragmentation of the industry, and the allure of the self-service model that keeps bringing new people to Zillow, the business model has been quite successful so far. Zillow is good at marketing, and they’re pretty much the only game in town anyway, so user numbers continue to increase. And so does revenue from real-estate agents, as Zillow increasingly drives consumers into their waiting arms.

Right now the real-estate market is hot, and a lot of new people are coming to Zillow. But I think a lot of those people are also realizing how disappointing the service is. Zillow makes money this time around as those people turn to real-estate agents, but will those consumers even bother with Zillow during the next real-estate cycle? It reminds me a lot of Android vs Apple, where Android looked so hot a couple years ago as people tried it and its marketshare ballooned, but now we see Apple dominating again in the next cycle as all those folks realized that Android wasn’t all that great. I wonder if Zillow’s flagship business will share the same fate. Fortunately, Zillow is getting involved with other lines of business, and I think that’s what the company’s long-term success will ultimately hinge upon.

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Member Avatar spsu03 (36.75) Submitted: 5/12/2015 6:40:35 PM : Outperform Start Price: $97.50 Z Score: -7.76

Growing market and use of their app.

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Member Avatar meridius91 (40.23) Submitted: 4/16/2015 10:23:26 AM : Outperform Start Price: $94.81 Z Score: -5.44

Zillow has a dominate position in the reality market now that their acquisition of Trulia has completed. Next up, growing margins

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Member Avatar RedbirdNation (< 20) Submitted: 4/16/2015 10:04:49 AM : Outperform Start Price: $94.64 Z Score: -5.21

Best tool available if looking to buy a home. As millennials continue to enter the work force, this will be the only tool they use to buy homes during their lifetime. Very user friendly and disruptive to an arcane industry. No real competitor after Trulia acquisition. Beaten down currently, should rebound nicely.

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Member Avatar andrewtraylor (73.80) Submitted: 4/14/2015 4:08:54 PM : Outperform Start Price: $92.67 Z Score: -3.24

Way off highs, should catapult higher within 12-18 months.

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Member Avatar bobsmithjr (< 20) Submitted: 4/7/2015 4:25:01 PM : Outperform Start Price: $94.41 Z Score: -6.18

Best real estate tool online available

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Member Avatar anindakumars (47.42) Submitted: 4/2/2015 1:39:48 PM : Outperform Start Price: $100.50 Z Score: -12.47

this is going to be the go to site for purchasing a house. As the economy keeps recovering, a housing boom would translate into a boom for this stock as well. Also they continue to improve their monetization of their website with more realtors signing up to be on Zillow.

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Member Avatar HitlerCube (37.72) Submitted: 4/1/2015 9:27:32 PM : Outperform Start Price: $98.70 Z Score: -11.18

TY

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Member Avatar seektheguru (62.57) Submitted: 3/5/2015 10:31:08 PM : Outperform Start Price: $113.31 Z Score: -20.89

Great leadership and solid model.

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Member Avatar BASSALDMF (53.88) Submitted: 3/5/2015 10:12:28 PM : Outperform Start Price: $113.31 Z Score: -20.89

recovery of RE expected as economy grow, and rich population number increase

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Member Avatar Dreadnought (44.98) Submitted: 2/28/2015 10:46:33 AM : Underperform Start Price: $115.39 Z Score: +21.65

HOMS

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Member Avatar moneyman999 (34.25) Submitted: 2/26/2015 7:13:26 PM : Outperform Start Price: $116.46 Z Score: -22.13

Quickly cornering the market in real estate services

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Member Avatar 401ktimer1 (95.18) Submitted: 2/21/2015 12:30:39 PM : Outperform Start Price: $121.02 Z Score: -25.70

Why I like Zillow:
* With Trulia's purchase, they don't have a true competitor in the space - together they control 85% of real estate web traffic in the US!
* Being a technology company, their costs will continue to go down and even more so with the merger savings in the near term.
* Valuation is not too high -- $4B enterprise value for a company that is going to be a key player in US real estate market for years to come. I can see at least $200 to $300 million annual net income in the near future.

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Member Avatar SmoothHughes (70.85) Submitted: 2/19/2015 12:44:42 PM : Outperform Start Price: $125.76 Z Score: -28.38

I love a good disruptor and Zillow is disrupting the monopoly of the MLS and realtors using internet technology.

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Member Avatar RINDER (26.06) Submitted: 2/8/2015 4:33:14 PM : Outperform Start Price: $100.21 Z Score: -12.95


Undervalued

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Member Avatar stanfurfiord (63.02) Submitted: 1/24/2015 12:03:00 PM : Outperform Start Price: $105.90 Z Score: -17.71

continuing mergers and creating market demand with new tools for agents, rentals, and single family

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