ZG vs FTHM Stock Comparison

Zillow and Fathom Holdings Prices as of Oct 26, 2026 Peers: Industry group
ZG Zillow Group, Inc.
$33.73 +15.1% 1M -54.6% 1Y
Market cap
$7.58B
P/E
139.8x
Revenue (TTM)
$2.81B
Div. yield
–
Real Estate Software Technology
8 wins
FTHM Fathom Holdings Inc.
$0.18 -69.0% 1M -89.7% 1Y
Market cap
$6.08M
P/E
–
Revenue (TTM)
$406.93M
Div. yield
–
Residential Brokerage Real Estate
1 win

Head to Head

9 decided of 12

Zillow leads on 8 of the 12 questions below (Zillow 8, Fathom Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionZGFTHMLeader
Larger companyMarket capitalisation $7.58B $6.08M ZG
Cheaper on earningsLower P/E, profitable companies only 139.8x -0.2x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.4x — –
Faster revenue growthRevenue growth, trailing twelve months +17.7% +4.3% ZG
More profitableNet margin, trailing twelve months 2.0% -6.3% ZG
Better return on capitalReturn on invested capital 0.2% -42.0% ZG
Less leveragedLower net debt / EBITDA -0.7x -1.5x FTHM
Higher dividend yieldTrailing dividend yield — — –
Better 1-year returnPrice return, last 12 months -54.6% -89.7% ZG
Better 5-year returnAnnualised price return, 5 years -18.6%/yr -62.7%/yr ZG
Less volatileAnnualised volatility, 1 year 51.8% 120.3% ZG
Higher overall scoreMean of the five percentile scores vs peers 69/100 20/100 ZG

Percentile Scorecard

ZGFTHM

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisZGFTHM
Valuation 56 #40 of 90 35 #12 of 18
Growth 67 #28 of 82 20 #13 of 16
Profitability 51 #38 of 77 20 #13 of 16
Financial Health 74 #26 of 96 6 #16 of 17
Shareholder Returns 96 #3 of 54 –
Overall 69 20
  • ZG ranked among 99 companies in Vertical Software
  • FTHM ranked among 19 companies in Real Estate Services

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodZGFTHMSPY
1 month +15.1%-69.0% -0.8%
3 months +5.4%-80.2% +3.5%
6 months -26.2%-81.8% +7.0%
Year to date -50.6%-82.2% +12.2%
1 year -54.6%-89.7% +13.0%
3 years -10.6%-93.8% +86.3%
3 years, per year -3.7%-60.4% +23.1%
5 years -64.3%-99.3% +68.6%
5 years, per year -18.6%-62.7% +11.0%
10 years +5.6%— +258.0%
10 years, per year +0.5%— +13.6%

Risk

MeasureZGFTHMSPY
Volatility, 1Y 51.8%120.3% 12.7%
Downside volatility, 1Y 55.4%109.7% 12.7%
Beta vs S&P 500, 1Y 1.181.14 1.00
Return / volatility, 1Y -1.05-0.75 1.02
Max drawdown, 5Y -74.4%-99.4% -25.4%
From 52-week high -54.5%-89.5% -1.8%
52-week high $74.14$1.71 $779.14
52-week low $27.70$0.18 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleZGFTHM
P/E now vs peer median 139.8xmedian 42.4x -0.2xmedian 21.2x
P/S now vs peer median 2.7xmedian 2.7x 0.0xmedian 0.7x
EV/EBITDA now vs peer median 24.7xmedian 19.0x -1.9xmedian 9.8x
P/FCF now vs peer median 29.4xmedian 19.4x -0.4xmedian 12.3x
P/B now vs peer median 1.8xmedian 1.8x 0.3xmedian 1.8x
PEG now vs peer median 4.34median 1.75 -0.01median 0.51

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsZGFTHM
Revenue $2.81B $406.93M
Gross profit $2.05B –
Operating income $12.00M -$20.72M
Net income $55.00M -$25.50M
Free cash flow $258.00M -$13.58M
R&D $611.00M $7.90M
EPS (diluted) $0.24 $-0.76
Cash & equivalents $572.00M $4.50M
Total debt $1.44B $25.06M
Shares (diluted) 227.90M 33.42M
Enterprise value $3.44B -$13.00M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricZGFTHM
P/E 139.8x -0.2x
P/FCF 29.4x -0.4x
P/Operating cash flow 19.5x -0.5x
P/S 2.7x 0.0x
P/B 1.8x 0.3x
P/Tangible book 1.9x 0.7x
EV/EBITDA 24.7x -1.9x
EV/EBIT 614.0x -1.3x
EV/Revenue 2.6x 0.1x
EV/FCF 28.6x -2.0x
EV/Operating cash flow 19.0x -2.0x
PEG (3Y EPS CAGR) 4.34 -0.01

Growth

14 metrics
MetricZGFTHM
Revenue growth (1Y) 17.7% 4.3%
Revenue CAGR (3Y) 14.1% 3.0%
Gross profit growth (1Y) 13.2% –
Gross profit CAGR (3Y) 10.5% –
Operating income growth (1Y) 109.0% 12.2%
Operating income CAGR (3Y) 27.0% 7.0%
Net income growth (1Y) 188.7% -8.0%
Net income CAGR (3Y) 32.0% 0.6%
EPS growth (1Y) 198.0% 11.2%
EPS CAGR (3Y) 32.2% 22.2%
Operating cash flow growth (1Y) -19.8% -9.0%
Operating cash flow CAGR (3Y) -4.3% -4.7%
Free cash flow growth (1Y) -25.0% -9.4%
Free cash flow CAGR (3Y) -7.0% -4.5%

Profitability

14 metrics
MetricZGFTHM
Gross margin 72.9% –
EBITDA margin 10.6% -3.4%
Operating margin 0.4% -5.1%
Pretax margin 2.1% -6.3%
Net margin 2.0% -6.3%
FCF margin 9.2% -3.3%
Operating cash flow margin 13.8% -3.3%
Return on equity 1.3% -95.2%
Return on assets 1.0% -35.0%
Return on invested capital 0.2% -42.0%
Return on capital employed 0.3% -74.2%
Asset turnover 0.5x 5.6x
Cash conversion (OCF / net income) 7.1x 0.5x
Stock comp / revenue 12.9% 0.6%

Financial Health

11 metrics
MetricZGFTHM
Debt / assets 8.8% 34.1%
Debt / equity 0.1x 1.1x
Net debt / EBITDA -0.7x -1.5x
Debt / FCF 1.8x -1.8x
Liabilities / assets 18.8% 67.5%
Equity / assets 81.2% 32.5%
Interest coverage 0.7x –
Current ratio 1.9x 0.8x
Quick ratio 0.9x 0.3x
Cash ratio 0.8x 0.1x
Altman Z-score 4.81 2.08

Shareholder Returns

7 metrics
MetricZGFTHM
Dividend yield – –
Net buyback yield 12.4% -106.4%
Shareholder yield 12.4% -106.4%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusZGFTHM
Forward P/E 14.4xFY2026 –
EPS, next fiscal year $2.34FY2026 $-0.14FY2026
EPS growth, next FY +42.7%FY2026 –
EPS growth, the year after +26.9% –
Revenue, next fiscal year $3.04BFY2026 $472.49MFY2026
Revenue growth, next FY +17.8%FY2026 +12.4%FY2026
Revenue growth, the year after +11.5% +3.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersZGFTHM
Held by institutions 23.5% 13.2%
Institutions holding 263 42
Change in shares held, QoQ +0.1% +35.1%
Institutions buying 124 14
Institutions selling 98 11
Buyers to sellers 1.27 1.27

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ZGFTHM
ZG 1.00 0.20
FTHM 0.20 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, ZG and FTHM?

Zillow (ZG) is the largest by market capitalisation: Zillow (ZG) $7.58B, Fathom Holdings (FTHM) $6.08M.

Which company is growing faster?

Zillow (ZG) grew revenue fastest over the trailing twelve months: Zillow (ZG) +17.7%, Fathom Holdings (FTHM) +4.3%.

Which company is more profitable?

Zillow (ZG) has the highest net margin (Zillow (ZG) 2.0%, Fathom Holdings (FTHM) -6.3%). On return on invested capital, Zillow (ZG) leads (Zillow (ZG) 0.2%, Fathom Holdings (FTHM) -42.0%).

Which stock has performed better?

Over the past year Zillow (ZG) returned the most: Zillow (ZG) -54.6%, Fathom Holdings (FTHM) -89.7%. Over five years, Zillow (ZG) compounded fastest (Zillow (ZG) -18.6%/yr, Fathom Holdings (FTHM) -62.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Zillow (ZG) has been the steadiest (Zillow (ZG) 51.8%, Fathom Holdings (FTHM) 120.3%). Volatility measures how widely the price swings, not the risk of the business.

Do ZG and FTHM move together?

Their daily returns over the past year have a correlation of 0.20, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, ZG and FTHM?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Zillow (ZG) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.