+ Watch Z
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They are the leading real estate website by audience market share and this should result in increased subscriptions from real estate agents and therefore greater revenue and profits should follow.
short term rebound
over bought by at least a third I'd say
Zillow will become the standard in the real estate industry for consumers and businesses around the world. This is a long term company focused on providing the best user experience possible. HOLD FOR 5+ YEARS and reexamine user satisfaction and revenue growth.
In searching for a new home recently, Zillow and Redfin were invaluable tools. We had access to all the same data as our realtor and didn't need to wait for their call or availability. The realty business and real estate advertising are changing radically and ZIllow is one big reason.
Time for the overpriced stocks to come down
A great interview by Jason and Matt with Zillow's CEO - http://www.fool.com/investing/general/2013/11/05/an-earnings-interview-with-zillow-ceo-spencer-rasc.aspxZillow is knocking it out of the park in their current metrics:- Unique users are up 69%- Listing page views are up 80%- They already have 44,000 Premier Agent users- ARPU of $264. This is decreasing lately only because the # of users is growing so quickly.The future for this company is even more impressive:- 'Rentals' business (as opposed to home ownership) is already a huge opportunity. They have 10 million rental users today and 1 million more leads. And Zillow is still figuring out how to monetize this segment.- The total revenue that Zillow receives from agents today is approximately $130 million. Compare that to the total agent spend of $10 billion in the industry, and there is plenty of upside to grow into the market.- Zillow is the Top Dog, with a larger internet audience than Trulia or other competitors.Zillow's mission is "to empower consumer with information to make smarter decisions". I think this is of value to their customers, and the company has a huge opportunity in their line of sight.
Zillow is fun but valuation is excessive. Its maybe a $20 stock. P/E should be 50 max,look for a big drop in 18 months.
The easiest way to find a new home from the comfort of your home :)
This Zillow really has to start making a profit and cut expenses.
It's early. Once the small percentage of realtors who are advertising on Zillow now begin to see the value, the rest of them will pile on.
Insider's selling major portions of their holdings in this 2011 IPO. Which means it's "honeymoon" phase is over. And THAT means this stock will be hitting the New Low lists before the year is out.
With spending growing more than revenue (signaling that management is still working to find operating leverage), I'd be concerned about the valuation in the near term after such a large 2013 gain. Why is leverage lacking? Perhaps barriers to entry and moats in this service industry are less than stellar. We'll see.
It's way too high now
Just a hype/trend. It’s not 100% accurate because the market of these types of assets doesn’t liquidate as fast as stocks or other assets. It's a good start for research, but the innovation factor is not relative anymore. Plus the season for selling homes won’t start till the spring…
Real money pick.
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