Zillow, Inc. (NASDAQ:Z)

CAPS Rating: 2 out of 5

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Member Avatar Dreadnought (54.41) Submitted: 2/28/2015 10:46:33 AM : Underperform Start Price: $115.39 Z Score: +3.39

HOMS

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Member Avatar moneyman999 (46.13) Submitted: 2/26/2015 7:13:26 PM : Outperform Start Price: $116.46 Z Score: -4.05

Quickly cornering the market in real estate services

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Member Avatar 401ktimer1 (85.95) Submitted: 2/21/2015 12:30:39 PM : Outperform Start Price: $121.02 Z Score: -8.39

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 (86.85) Submitted: 2/19/2015 12:44:42 PM : Outperform Start Price: $125.76 Z Score: -11.79

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 (26.22) Submitted: 2/8/2015 4:33:14 PM : Outperform Start Price: $100.21 Z Score: +8.33


Undervalued

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Member Avatar stanfurfiord (79.88) Submitted: 1/24/2015 12:03:00 PM : Outperform Start Price: $105.90 Z Score: +2.32

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

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Member Avatar Chemdawg (25.47) Submitted: 1/15/2015 2:50:42 PM : Underperform Start Price: $96.51 Z Score: -10.11

seriously? ha ha ha ha ..... no....

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Member Avatar lovepeace (59.89) Submitted: 1/8/2015 8:18:42 PM : Underperform Start Price: $103.94 Z Score: -5.15

I used to have a green thumb on this but the National Association of Realtors still has all the control here (they own the MLS listings) and the moat for Zillow just isn't that big. News Corp is supposedly buying Realtor.com. In the end it's just another website making money off advertising. Not that great a story to me anymore. It will do well during housing boom times but long term, meh.

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Member Avatar TMFAwesome (96.51) Submitted: 1/8/2015 4:14:47 PM : Outperform Start Price: $103.94 Z Score: +5.15

Convinced due to @TMFJMo's insight in different ways Zillow is able to generate revenue and how they are acquiring competitors like Trulia to gain marketshare.

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Member Avatar ConwayCrow (33.84) Submitted: 1/8/2015 12:16:28 AM : Outperform Start Price: $101.92 Z Score: +6.08

piecing together a broken market

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Member Avatar timmysweets (39.44) Submitted: 10/18/2014 7:38:37 PM : Outperform Start Price: $104.66 Z Score: -5.52

Cornered the online realestate market.

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Member Avatar Tigersnake1954 (< 20) Submitted: 9/23/2014 7:27:37 AM : Outperform Start Price: $125.75 Z Score: -17.59

growing , well run company with an app that I used to buy property and to get values of other peoples property.

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Member Avatar lrdixon (58.79) Submitted: 9/1/2014 10:05:47 PM : Underperform Start Price: $145.59 Z Score: +28.35

The great gains of Zillow are over. The price will come to earth soon.

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Member Avatar LarryMDR (47.04) Submitted: 8/25/2014 2:29:51 AM : Outperform Start Price: $145.67 Z Score: -28.88

Real estate will be substantially sold from the Internet except for the actual house examination. It can be done from home, rather than sitting in a RE salesperson's office.

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Member Avatar benyboy (< 20) Submitted: 8/12/2014 10:23:44 PM : Outperform Start Price: $133.88 Z Score: -25.25

acquisition- cramer

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Member Avatar pmart (70.88) Submitted: 8/4/2014 8:08:38 PM : Underperform Start Price: $145.17 Z Score: +32.41

I'm in the process of shopping for a house now. Although zestimates and surrounding home values are handy, Zillow is too slow to update listings.

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Member Avatar stu2fly (< 20) Submitted: 7/23/2014 9:49:10 PM : Outperform Start Price: $127.68 Z Score: -18.72

Has been one of my best performers, and I got in "Late". Looking to add more soon. Just the tip of the iceberg as far as unlocked potential

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Member Avatar nonzerosum (82.34) Submitted: 7/10/2014 4:27:56 PM : Underperform Start Price: $132.40 Z Score: +23.16

Getting defensive after a great run and I'm entering specific short positions in addition to negative ETFs. As a real estate investor i think Zillow is pretty lame because it has no moat. Like other high flying momentum stocks, it is grossly overvalued.

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Member Avatar TMFFlygal (99.13) Submitted: 6/30/2014 1:18:35 PM : Outperform Start Price: $93.16 Z Score: +7.26

the Priceline of Real Estate. Bringing information to consumers quickly. Helps avoid the data questions for Real Estate. How Much did that home in my neighborhood sell for? It is there. What is the price of that home I saw driving around? it is there.

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Member Avatar tad40 (99.61) Submitted: 6/27/2014 11:55:10 AM : Underperform Start Price: $137.60 Z Score: +26.87

citron

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