ZG vs ICE vs SMRT Stock Comparison

Zillow, Intercontinental Exchange and SmartRent Prices as of Oct 27, 2026 Peers: Industry group
ZG Zillow Group, Inc.
$33.18 +13.2% 1M -55.2% 1Y
Market cap
$7.36B
P/E
133.9x
Revenue (TTM)
$2.81B
Div. yield
–
Real Estate Software Technology
4 wins
SMRT SmartRent, Inc.
$1.31 +11.0% 1M -9.7% 1Y
Market cap
$253.99M
P/E
–
Revenue (TTM)
$151.20M
Div. yield
–
Real Estate Software Technology

Head to Head

11 decided of 12

Intercontinental Exchange leads on 7 of the 12 questions below (Intercontinental Exchange 7, Zillow 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionZGICESMRTLeader
Larger companyMarket capitalisation $7.36B $87.47B $253.99M ICE
Cheaper on earningsLower P/E, profitable companies only 133.9x 21.7x -13.0x ICE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.2x 17.9x — ZG
Faster revenue growthRevenue growth, trailing twelve months +17.7% +6.9% -2.8% ZG
More profitableNet margin, trailing twelve months 2.0% 30.1% -13.0% ICE
Better return on capitalReturn on invested capital 0.2% 8.5% — ICE
Less leveragedLower net debt / EBITDA -0.7x 2.6x — ZG
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -55.2% -2.8% -9.7% ICE
Better 5-year returnAnnualised price return, 5 years -19.9%/yr +2.8%/yr -36.8%/yr ICE
Less volatileAnnualised volatility, 1 year 51.7% 25.8% 60.2% ICE
Higher overall scoreMean of the five percentile scores vs peers 69/100 54/100 50/100 ZG

Percentile Scorecard

ZGICESMRT

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

AxisZGICESMRT
Valuation 57 #39 of 89 59 #40 of 96 44 #50 of 89
Growth 65 #29 of 81 45 #37 of 66 83 #15 of 81
Profitability 55 #35 of 76 83 #12 of 64 33 #51 of 76
Financial Health 74 #25 of 94 36 #60 of 93 67 #32 of 94
Shareholder Returns 96 #3 of 51 46 #21 of 38 22 #40 of 51
Overall 69 54 50
  • ZG ranked among 98 companies in Vertical Software
  • ICE ranked among 110 companies in Capital Markets
  • SMRT ranked among 98 companies in Vertical Software

Price Performance

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

Returns

PeriodZGICESMRTSPY
1 month +13.2%+0.7%+11.0% -0.2%
3 months -1.9%+1.7%+31.0% +3.9%
6 months -26.1%-0.6%-2.2% +8.2%
Year to date -51.4%-4.0%-35.1% +12.9%
1 year -55.2%-2.8%-9.7% +12.3%
3 years -12.1%+48.4%-44.0% +87.4%
3 years, per year -4.2%+14.1%-17.6% +23.3%
5 years -67.0%+14.7%-89.9% +67.9%
5 years, per year -19.9%+2.8%-36.8% +10.9%
10 years +4.6%+192.0%— +261.1%
10 years, per year +0.5%+11.3%— +13.7%

Risk

MeasureZGICESMRTSPY
Volatility, 1Y 51.7%25.8%60.2% 12.7%
Downside volatility, 1Y 55.3%27.5%56.2% 12.7%
Beta vs S&P 500, 1Y 1.180.161.30 1.00
Return / volatility, 1Y -1.07-0.11-0.16 0.97
Max drawdown, 5Y -74.4%-35.1%-94.9% -25.4%
From 52-week high -55.2%-11.2%-38.2% -1.2%
52-week high $74.14$175.10$2.12 $779.14
52-week low $27.70$122.91$0.95 $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.

MultipleZGICESMRT
P/E now vs peer median 137.5xmedian 40.1x 21.7xmedian 28.3x -12.9xmedian 40.1x
P/S now vs peer median 2.7xmedian 2.5x 6.5xmedian 2.9x 1.7xmedian 2.5x
EV/EBITDA now vs peer median 24.3xmedian 18.5x 15.0xmedian 13.5x -11.6xmedian 18.5x
P/FCF now vs peer median 28.9xmedian 20.1x 17.2xmedian 16.0x -238.6xmedian 20.1x
P/B now vs peer median 1.7xmedian 1.8x 2.9xmedian 2.4x 1.1xmedian 1.8x
PEG now vs peer median 4.27median 1.73 0.65median 0.54 -0.38median 1.73

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 monthsZGICESMRT
Revenue $2.81B $13.43B $151.20M
Gross profit $2.05B – $54.98M
Operating income $12.00M $5.47B -$22.56M
Net income $55.00M $4.10B -$19.60M
Free cash flow $258.00M $5.08B -$1.05M
R&D $611.00M – $23.23M
EPS (diluted) $0.24 $7.13 $-0.10
Cash & equivalents $572.00M $1.07B $92.66M
Total debt $1.44B $19.85B –
Shares (diluted) 227.90M 566.00M 192.41M
Enterprise value $3.21B $81.20B -$142.07M

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
MetricZGICESMRT
P/E 137.5x 21.7x -12.9x
P/FCF 28.9x 17.2x -238.6x
P/Operating cash flow 19.2x 15.8x -355.5x
P/S 2.7x 6.5x 1.7x
P/B 1.7x 2.9x 1.1x
P/Tangible book 1.8x 5.9x 1.2x
EV/EBITDA 24.3x 15.0x -11.6x
EV/EBIT 603.7x 19.2x -7.0x
EV/Revenue 2.6x 7.8x 1.0x
EV/FCF 28.1x 20.7x -150.5x
EV/Operating cash flow 18.7x 19.1x -224.3x
PEG (3Y EPS CAGR) 4.27 0.65 -0.38

Growth

14 metrics
MetricZGICESMRT
Revenue growth (1Y) 17.7% 6.9% -2.8%
Revenue CAGR (3Y) 14.1% 11.9% -9.9%
Gross profit growth (1Y) 13.2% – 10.3%
Gross profit CAGR (3Y) 10.5% – 31.6%
Operating income growth (1Y) 109.0% 16.4% 71.0%
Operating income CAGR (3Y) 27.0% 13.9% 33.4%
Net income growth (1Y) 188.7% 34.1% 72.9%
Net income CAGR (3Y) 32.0% 33.1% 34.9%
EPS growth (1Y) 198.0% 36.6% 73.4%
EPS CAGR (3Y) 32.2% 33.3% 34.1%
Operating cash flow growth (1Y) -19.8% 13.1% 98.4%
Operating cash flow CAGR (3Y) -4.3% 14.9% 77.1%
Free cash flow growth (1Y) -25.0% 13.9% 97.8%
Free cash flow CAGR (3Y) -7.0% 14.1% 73.9%

Profitability

14 metrics
MetricZGICESMRT
Gross margin 72.9% – 36.4%
EBITDA margin 10.6% 52.3% -9.0%
Operating margin 0.4% 40.7% -14.9%
Pretax margin 2.1% 39.7% -13.1%
Net margin 2.0% 30.1% -13.0%
FCF margin 9.2% 37.8% -0.7%
Operating cash flow margin 13.8% 41.1% -0.5%
Return on equity 1.3% 13.9% -8.6%
Return on assets 1.0% 2.3% -6.6%
Return on invested capital 0.2% 8.5% –
Return on capital employed 0.3% 9.7% -8.9%
Asset turnover 0.5x 0.1x 0.5x
Cash conversion (OCF / net income) 7.1x 1.3x 0.0x
Stock comp / revenue 12.9% 2.0% 6.7%

Financial Health

11 metrics
MetricZGICESMRT
Debt / assets 8.8% 11.4% –
Debt / equity 0.1x 0.7x –
Net debt / EBITDA -0.7x 2.6x –
Debt / FCF 1.8x 3.9x –
Liabilities / assets 18.8% 83.0% 23.3%
Equity / assets 81.2% 17.0% 76.7%
Interest coverage 0.7x 6.8x -59.4x
Current ratio 1.9x 1.0x 3.8x
Quick ratio 0.9x 0.0x 3.1x
Cash ratio 0.8x 0.0x 2.2x
Altman Z-score 4.74 0.73 0.91

Shareholder Returns

7 metrics
MetricZGICESMRT
Dividend yield – 1.3% –
Net buyback yield 12.6% 2.3% -0.4%
Shareholder yield 12.6% 3.6% -0.4%
Payout ratio (earnings) – 27.8% –
Payout ratio (FCF) – 22.5% –
Dividend growth (1Y) – 6.1% –
Dividend CAGR (3Y) – 8.3% –

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.

ConsensusZGICESMRT
Forward P/E 14.2xFY2026 17.9xFY2026 –
EPS, next fiscal year $2.34FY2026 $8.69FY2026 $-0.10FY2026
EPS growth, next FY +42.7%FY2026 +25.0%FY2026 –
EPS growth, the year after +26.9% -3.2% –
Revenue, next fiscal year $3.04BFY2026 $10.54BFY2026 $154.91MFY2026
Revenue growth, next FY +17.8%FY2026 +6.1%FY2026 +13.1%FY2026
Revenue growth, the year after +11.5% +16.0% +28.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersZGICESMRT
Held by institutions 18.3% 92.5% 64.9%
Institutions holding 263 1,653 130
Change in shares held, QoQ +0.1% +1.4% +3.0%
Institutions buying 124 735 72
Institutions selling 98 694 33
Buyers to sellers 1.27 1.06 2.18

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.

ZGICESMRT
ZG 1.00 0.40 0.17
ICE 0.40 1.00 0.05
SMRT 0.17 0.05 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ZG, ICE and SMRT?

Intercontinental Exchange (ICE) is the largest by market capitalisation: Zillow (ZG) $7.36B, Intercontinental Exchange (ICE) $87.47B, SmartRent (SMRT) $253.99M.

Which stock is cheaper, ZG, ICE and SMRT?

Intercontinental Exchange (ICE) trades on the lowest price-to-earnings ratio (Zillow (ZG) 133.9x, Intercontinental Exchange (ICE) 21.7x, SmartRent (SMRT) -13.0x). On next year's consensus earnings, Zillow (ZG) is cheapest (Zillow (ZG) 14.2x, Intercontinental Exchange (ICE) 17.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Zillow (ZG) grew revenue fastest over the trailing twelve months: Zillow (ZG) +17.7%, Intercontinental Exchange (ICE) +6.9%, SmartRent (SMRT) -2.8%.

Which company is more profitable?

Intercontinental Exchange (ICE) has the highest net margin (Zillow (ZG) 2.0%, Intercontinental Exchange (ICE) 30.1%, SmartRent (SMRT) -13.0%). On return on invested capital, Intercontinental Exchange (ICE) leads (Zillow (ZG) 0.2%, Intercontinental Exchange (ICE) 8.5%).

Which stock has performed better?

Over the past year Intercontinental Exchange (ICE) returned the most: Zillow (ZG) -55.2%, Intercontinental Exchange (ICE) -2.8%, SmartRent (SMRT) -9.7%. Over five years, Intercontinental Exchange (ICE) compounded fastest (Zillow (ZG) -19.9%/yr, Intercontinental Exchange (ICE) +2.8%/yr, SmartRent (SMRT) -36.8%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Zillow (ZG) 0.00%, Intercontinental Exchange (ICE) 0.01%, SmartRent (SMRT) 0.00%. Zillow (ZG) and SmartRent (SMRT) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Intercontinental Exchange (ICE) has been the steadiest (Zillow (ZG) 51.7%, Intercontinental Exchange (ICE) 25.8%, SmartRent (SMRT) 60.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ZG, ICE and SMRT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Intercontinental Exchange (ICE) leads on 7. 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.