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Not much of a moat here for them to be confident Z will earn good returns. Trulia is a carbon copy and there could be more entrants.
Zillow will be a leader in the transition of real estate transactions moving away from the traditional realtor model. They'll grab share and figure out new ways to make money.
Great focus on growth, improving fundamentals, high insider ownership
Company continues to grow in all areas. Real estate market should continue to rebound in the coming years. Zillow continues to add features.
realestate.com.au boomed in Aust becoming the gospel for buyers/agents. With 10x the population in the US I love this stock, once it has momentum the property market will pay fees for as much exposure as possible plus advertising and rentals there is room to grow... Just watch out for competition ..?
What's not to love with -195 PE? To infinity, and beyond!
Subscription-based revenue model, nine quarters of revenue growth, recovering housing market. I think it's got plenty of long-term upside potential.
I am rather on the fence about this one; but they do have the market and going the best with what they are offering. But, with other sites like Trulia also coming in to the game, they need to be careful.
I like Zillow for other reasons than it rhymes with Pillow. Zillow tells me stuff that I didn't know about my very own house.
Great service, growth!
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.
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 :)
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