Zillow, Inc. (NASDAQ:Z)

CAPS Rating: 2 out of 5

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Member Avatar stu2fly (< 20) Submitted: 7/23/2014 9:49:10 PM : Outperform Start Price: $127.68 Z Score: +14.25

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 mikey22222 (< 20) Submitted: 7/12/2014 7:25:56 PM : Underperform Start Price: $93.36 Z Score: -49.93

inconceivably overpriced

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Member Avatar nonzerosum (91.89) Submitted: 7/10/2014 4:27:56 PM : Underperform Start Price: $132.40 Z Score: -8.94

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 Flygal5 (99.00) Submitted: 6/30/2014 1:18:35 PM : Outperform Start Price: $93.16 Z Score: +50.50

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 (99.67) Submitted: 6/27/2014 11:55:10 AM : Underperform Start Price: $137.60 Z Score: -4.29

citron

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Member Avatar 78taxs (< 20) Submitted: 6/26/2014 1:46:46 PM : Underperform Start Price: $138.24 Z Score: -3.72

Thats a hi $ for this stock

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Member Avatar mfoolid (74.16) Submitted: 6/24/2014 1:08:43 PM : Outperform Start Price: $137.56 Z Score: +4.56

Performance Buy

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Member Avatar TMFBaldSEO (< 20) Submitted: 6/16/2014 9:36:15 PM : Outperform Start Price: $128.45 Z Score: +11.08

Zillow, at a market cap of 5.2b today, offers a way to change the real estate landscape. The MLS is very much an outdated service lacking attention, and the technical detail savvy buyers need. Z has shown itself to be especially creative in terms of out-of-the-box thinking with pre-listings. They have all indications of the leader in the space in terms of the very important Google real estate, continually appearing at the top of search results for rentals, real estate, etc. In short, I think the value even after significant short term growth is just scratching the surface.

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Member Avatar kevday (99.06) Submitted: 6/16/2014 7:34:57 PM : Underperform Start Price: $128.97 Z Score: -10.63

wow....

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Member Avatar TSIF (99.96) Submitted: 6/13/2014 1:51:05 PM : Underperform Start Price: $123.69 Z Score: -15.23

I have enough "interests" pushing my cap pick limit that its hard for me to understand how I get forced to fill it on picks like Zillow, but the flame....it's just so bright.....

"like Zillow" meaning it will take time for Zillow to right size downward. The market did a nice job of bringing some forward priced equities back into alignment last month, but left others mysteriously untouched.

Yes, Zillow has shown a nice increase in revenue, and is finding ways to monetize its product. What seems odd to me is that some growth companies operate in a large market based product and can capture new share or pull from competitors well forward into their share price IF they execute. Some, however, operate in a limited market niche, with competition and if you took their current share price that is forward priced based on path group, you exponent your way right past their current EPS with a full market...in other words, take the 128 forward P/E and estimate revenue maximum at a P/E of about 12 when there is no substantial growth left, and you'd need 10X the current revenues. Ain't gonna happen.

So downthumbing what the market loves, can keep me tied up on this call for a long time....either it gets "right sized" soon and I bank them, or it right sizes over time and I'm stuck....either way...the light....it's so bright....

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Member Avatar jamesrbird (54.91) Submitted: 6/10/2014 11:26:51 PM : Underperform Start Price: $117.19 Z Score: -22.46

Zillow has been an innovator in the real estate space, providing consumer with information previously only available to realtors. However, at 20X sales and a negative EPS, the valuation of this stock has exceeded it's fundimentals. With the market richly valued as it is, I can see a high probability of profit taking negatively impacting Z's market valuation.

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Member Avatar TMFJMo (69.32) Submitted: 6/9/2014 11:18:23 AM : Underperform Start Price: $117.64 Z Score: -22.46

This is a solid company but the stock price has become detached from the fundamentals of the actual business. Still operates at a loss and trades at 108 times operating cash flow. While I don't doubt it will do well over the long-haul, there are still concerns in the short-run over pricing power and how much value it actually provides agents. There's no margin for error here at today's price. Buyer beware.

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Member Avatar ishamj (96.46) Submitted: 5/30/2014 11:04:57 AM : Outperform Start Price: $119.29 Z Score: +19.00

lack of cash flow and profits a concern, but potential to disrupt real estate worth watching.

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Member Avatar Charms67 (33.30) Submitted: 5/16/2014 8:18:21 PM : Underperform Start Price: $106.53 Z Score: -30.90

Company doesn't turn a profit yet funds are still buying.. I guess anyone can be a fund manager. 106$ and loses money, insanity

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Member Avatar MMCapitalMgmt (99.75) Submitted: 5/12/2014 2:16:09 PM : Underperform Start Price: $99.91 Z Score: -41.13

Valuation is out of whack

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Member Avatar NovaTodd (69.85) Submitted: 4/22/2014 2:35:09 PM : Underperform Start Price: $106.78 Z Score: -31.04

Trades for about 470 times FCF and 20 times sales. At least it's cash flow positive, I suppose.

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Member Avatar tomotto (< 20) Submitted: 4/15/2014 10:40:20 AM : Outperform Start Price: $87.90 Z Score: +57.34

solid industry need

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Member Avatar Miketmah (58.83) Submitted: 3/29/2014 6:15:30 PM : Outperform Start Price: $88.13 Z Score: +58.96

Consumers love to use this site and professionals are following resulting in accelerating revenues

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Member Avatar RideWildfire (57.80) Submitted: 3/27/2014 10:20:34 AM : Outperform Start Price: $88.80 Z Score: +56.79

The goto location, location, location.

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Member Avatar investq (99.16) Submitted: 3/17/2014 5:37:57 PM : Outperform Start Price: $91.00 Z Score: +53.78

Tmfpencil

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