ZG vs SMRT vs ICE Stock Comparison

Zillow, SmartRent and Intercontinental Exchange Prices as of Oct 29, 2026 Peers: Industry group
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ZG Zillow Group, Inc.
$32.10 +14.6% 1M -53.4% 1Y
Market cap
$7.27B
P/E
132.3x
Revenue (TTM)
$2.81B
Div. yield
–
Real Estate Software Technology
4 wins
SMRT SmartRent, Inc.
$1.37 +16.1% 1M -0.7% 1Y
Market cap
$263.61M
P/E
–
Revenue (TTM)
$151.20M
Div. yield
–
Real Estate Software Technology

Head to Head

9 decided of 12

Intercontinental Exchange leads on 5 of the 12 questions below (Intercontinental Exchange 5, Zillow 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionZGSMRTICELeader
Larger companyMarket capitalisation $7.27B $263.61M $95.34B ICE
Cheaper on earningsLower P/E, profitable companies only 132.3x -13.4x 22.9x ICE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.7x — 18.8x ZG
Faster revenue growthRevenue growth, trailing twelve months +17.7% -2.8% +12.1% ZG
More profitableNet margin, trailing twelve months 2.0% -13.0% — ZG
Better return on capitalReturn on invested capital 0.2% — — –
Less leveragedLower net debt / EBITDA -0.7x — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -53.4% -0.7% +8.2% ICE
Better 5-year returnAnnualised price return, 5 years -21.2%/yr -36.4%/yr +3.3%/yr ICE
Less volatileAnnualised volatility, 1 year 51.5% 60.2% 25.8% ICE
Higher overall scoreMean of the five percentile scores vs peers 71/100 50/100 50/100 ZG

Percentile Scorecard

ZGSMRTICE

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

AxisZGSMRTICE
Valuation 59 #37 of 89 46 #49 of 89 53 #46 of 96
Growth 66 #28 of 81 83 #15 of 81 45 #36 of 65
Profitability 55 #35 of 76 32 #52 of 76 58 #28 of 65
Financial Health 75 #24 of 93 67 #31 of 93 53 #44 of 93
Shareholder Returns 98 #2 of 50 22 #39 of 50 41 #24 of 40
Overall 71 50 50
  • ZG ranked among 98 companies in Vertical Software
  • SMRT ranked among 98 companies in Vertical Software
  • ICE ranked among 110 companies in Capital Markets

Price Performance

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

Returns

PeriodZGSMRTICESPY
1 month +14.6%+16.1%+7.1% +0.7%
3 months -5.7%+34.3%+4.3% +3.7%
6 months -28.0%+0.7%+3.1% +7.1%
Year to date -53.0%-32.2%+0.7% +12.8%
1 year -53.4%-0.7%+8.2% +11.9%
3 years -15.9%-42.9%+53.8% +85.2%
3 years, per year -5.6%-17.1%+15.4% +22.8%
5 years -69.6%-89.6%+17.7% +67.6%
5 years, per year -21.2%-36.4%+3.3% +10.9%
10 years +0.1%—+204.3% +262.0%
10 years, per year +0.0%—+11.8% +13.7%

Risk

MeasureZGSMRTICESPY
Volatility, 1Y 51.5%60.2%25.8% 12.7%
Downside volatility, 1Y 55.2%56.4%26.9% 12.6%
Beta vs S&P 500, 1Y 1.171.310.15 1.00
Return / volatility, 1Y -1.04-0.010.32 0.94
Max drawdown, 5Y -72.0%-94.9%-35.1% -25.4%
From 52-week high -56.5%-35.4%-6.9% -1.2%
52-week high $73.87$2.12$175.10 $779.14
52-week low $27.70$0.95$122.91 $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.

MultipleZGSMRTICE
P/E now vs peer median 133.0xmedian 39.2x -13.4xmedian 39.2x 22.1xmedian 29.6x
P/S now vs peer median 2.6xmedian 2.4x 1.7xmedian 2.4x 6.5xmedian 3.1x
EV/EBITDA now vs peer median 23.5xmedian 17.3x -12.5xmedian 17.3x —median 13.0x
P/FCF now vs peer median 28.0xmedian 20.3x -249.5xmedian 20.3x 16.8xmedian 16.5x
P/B now vs peer median 1.7xmedian 1.8x 1.2xmedian 1.8x 3.1xmedian 2.3x
PEG now vs peer median 4.13median 1.52 -0.39median 1.52 1.12median 0.48

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 monthsZGSMRTICE
Revenue $2.81B $151.20M $14.05B
Gross profit $2.05B $54.98M –
Operating income $12.00M -$22.56M $5.70B
Net income $55.00M -$19.60M –
Free cash flow $258.00M -$1.05M –
R&D $611.00M $23.23M –
EPS (diluted) $0.24 $-0.10 $7.35
Cash & equivalents $572.00M $92.66M $936.00M
Total debt $1.44B – –
Shares (diluted) 227.90M 192.41M 566.00M
Enterprise value $3.13B -$132.45M $95.34B

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
MetricZGSMRTICE
P/E 133.0x -13.4x 22.1x
P/FCF 28.0x -249.5x 16.8x
P/Operating cash flow 18.6x -371.8x 15.9x
P/S 2.6x 1.7x 6.5x
P/B 1.7x 1.2x 3.1x
P/Tangible book 1.8x 1.3x 6.0x
EV/EBITDA 23.5x -12.5x –
EV/EBIT 583.4x -7.5x –
EV/Revenue 2.5x 1.1x 6.5x
EV/FCF 27.1x -161.4x –
EV/Operating cash flow 18.0x -240.6x 15.9x
PEG (3Y EPS CAGR) 4.13 -0.39 1.12

Growth

14 metrics
MetricZGSMRTICE
Revenue growth (1Y) 17.7% -2.8% 12.1%
Revenue CAGR (3Y) 14.1% -9.9% 13.5%
Gross profit growth (1Y) 13.2% 10.3% –
Gross profit CAGR (3Y) 10.5% 31.6% –
Operating income growth (1Y) 109.0% 71.0% 19.6%
Operating income CAGR (3Y) 27.0% 33.4% 16.2%
Net income growth (1Y) 188.7% 72.9% –
Net income CAGR (3Y) 32.0% 34.9% –
EPS growth (1Y) 198.0% 73.4% 33.5%
EPS CAGR (3Y) 32.2% 34.1% 19.7%
Operating cash flow growth (1Y) -19.8% 98.4% 17.7%
Operating cash flow CAGR (3Y) -4.3% 77.1% 16.3%
Free cash flow growth (1Y) -25.0% 97.8% –
Free cash flow CAGR (3Y) -7.0% 73.9% –

Profitability

14 metrics
MetricZGSMRTICE
Gross margin 72.9% 36.4% –
EBITDA margin 10.6% -9.0% –
Operating margin 0.4% -14.9% –
Pretax margin 2.1% -13.1% –
Net margin 2.0% -13.0% –
FCF margin 9.2% -0.7% –
Operating cash flow margin 13.8% -0.5% 41.0%
Return on equity 1.3% -8.6% 14.2%
Return on assets 1.0% -6.6% 2.4%
Return on invested capital 0.2% – –
Return on capital employed 0.3% -8.9% –
Asset turnover 0.5x 0.5x 0.1x
Cash conversion (OCF / net income) 7.1x 0.0x –
Stock comp / revenue 12.9% 6.7% –

Financial Health

11 metrics
MetricZGSMRTICE
Debt / assets 8.8% – –
Debt / equity 0.1x – –
Net debt / EBITDA -0.7x – –
Debt / FCF 1.8x – –
Liabilities / assets 18.8% 23.3% 83.1%
Equity / assets 81.2% 76.7% 16.9%
Interest coverage 0.7x -59.4x –
Current ratio 1.9x 3.8x 1.0x
Quick ratio 0.9x 3.1x –
Cash ratio 0.8x 2.2x –
Altman Z-score 4.59 1.01 –

Shareholder Returns

7 metrics
MetricZGSMRTICE
Dividend yield – – 1.3%
Net buyback yield 13.0% -0.4% –
Shareholder yield 13.0% -0.4% 1.3%
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.

ConsensusZGSMRTICE
Forward P/E 13.7xFY2026 – 18.8xFY2026
EPS, next fiscal year $2.34FY2026 $-0.10FY2026 $8.69FY2026
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 $154.91MFY2026 $10.54BFY2026
Revenue growth, next FY +17.8%FY2026 +13.1%FY2026 +6.1%FY2026
Revenue growth, the year after +11.5% +28.9% +16.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersZGSMRTICE
Held by institutions 18.3% 64.9% 92.5%
Institutions holding 264 130 1,654
Change in shares held, QoQ +0.1% +3.0% +1.4%
Institutions buying 125 72 736
Institutions selling 98 33 694
Buyers to sellers 1.28 2.18 1.06

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.

ZGSMRTICE
ZG 1.00 0.17 0.39
SMRT 0.17 1.00 0.05
ICE 0.39 0.05 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ZG, SMRT and ICE?

Intercontinental Exchange (ICE) is the largest by market capitalisation: Zillow (ZG) $7.27B, SmartRent (SMRT) $263.61M, Intercontinental Exchange (ICE) $95.34B.

Which stock is cheaper, ZG, SMRT and ICE?

Intercontinental Exchange (ICE) trades on the lowest price-to-earnings ratio (Zillow (ZG) 132.3x, SmartRent (SMRT) -13.4x, Intercontinental Exchange (ICE) 22.9x). On next year's consensus earnings, Zillow (ZG) is cheapest (Zillow (ZG) 13.7x, Intercontinental Exchange (ICE) 18.8x). 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%, SmartRent (SMRT) -2.8%, Intercontinental Exchange (ICE) +12.1%.

Which company is more profitable?

Zillow (ZG) has the highest net margin (Zillow (ZG) 2.0%, SmartRent (SMRT) -13.0%).

Which stock has performed better?

Over the past year Intercontinental Exchange (ICE) returned the most: Zillow (ZG) -53.4%, SmartRent (SMRT) -0.7%, Intercontinental Exchange (ICE) +8.2%. Over five years, Intercontinental Exchange (ICE) compounded fastest (Zillow (ZG) -21.2%/yr, SmartRent (SMRT) -36.4%/yr, Intercontinental Exchange (ICE) +3.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Intercontinental Exchange (ICE) has been the steadiest (Zillow (ZG) 51.5%, SmartRent (SMRT) 60.2%, Intercontinental Exchange (ICE) 25.8%). Volatility measures how widely the price swings, not the risk of the business.

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

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 5. 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.