ZG Zillow Group, Inc. Class A
Platform & Compounding FCF
F 30.0 / 100 pillar composite

AlphaQuality composite grade, weighted for platform & compounding fcf businesses.

⚠ 4 of the last 5 fiscal years showed negative net income — AlphaQuality will not grade above F for persistent unprofitability in a platform & compounding fcf business.

Grade overrides the 30.0 pillar composite — hard gates always win.

Profitability

Weight: 25%
F 7
  • 5yr Avg ROIC 0.0%
  • Operating Margin Trend -2.90 pp/yr

Capital Efficiency

Weight: 15%
F 11
  • 5yr Avg ROE -3.5%
  • 5yr Share-Count CAGR 2.6%

Growth Quality

Weight: 25%
B 73
  • 5yr Revenue CAGR 9.7%
  • Revenue-Growth Years (5) 3/5

Cash Generation

Weight: 20%
B+ 79
  • 5yr FCF Margin 20.1%
  • 5yr FCF/NI Conversion 10.22x

Balance Sheet

Weight: 10%
A- 80
  • Net Debt / EBITDA -2.27x
  • Interest Coverage (EBIT/Int) 2.39x
  • Altman Z-Score 6.72

Stability

Weight: 5%
B- 64
  • Negative-Revenue Years (5) 2/5
  • Piotroski F-Score 6

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Accumulating

2 of 3 gurus held; 2 added; 1 full exit.

Holders
2 -1
Avg Δ position
+83.2%
New buys
0
Full exits
1
As of Q2 2026