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Zillow Group, Inc. Z Stock-Based Comp

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Segments

By segment

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Reportable Segments$99M

Other financials

Income statement

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Revenue$772.0M+17.9%
Gross profit$562.0M+14.9%
Operating income-$10.0M+9.1%
Net income-$4.0M-300%
EPS (diluted)-$0.02-300%

Balance sheet

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Cash & equivalents$578.0M-2.4%
Total debt$93.0M-71.6%
Total equity$4.3B-9.2%
Total assets$5.3B-2.0%

Cash flow

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Operating cash flow$11.0M-87.4%
CapEx$36.0M-2.7%
Free cash flow$166.0M+144%

Valuation

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Market cap$7.59B-63.4%
Enterprise value$7.11B-65.4%
P/E138×
P/S2.7×-6.0×

Profitability

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Gross margin72.9%-2.9pp
Operating margin0.4%+0.2pp
Net margin2%+1.2pp
FCF margin12.4%-1.2pp

Returns & leverage

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Return on equity1.2%+0.8pp
Debt / equity0.0×
Current ratio1.9×-1.4×

Where this comes from

Reported directly by Zillow Group, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ShareBasedCompensation.

The source filing: Zillow Group, Inc.’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:36 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001617640-26-000052
Line itemSix Months Ended June 30, 2026Six Months Ended June 30, 2025
Net income$42$10
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization130132
Share-based compensation169196
Amortization of right of use assets44
Amortization of contract cost assets1310
Other adjustments to reconcile net income to net cash provided by operating activities(13)(9)
Changes in operating assets and liabilities:

Item 1. Financial Statements (unaudited)

FAQ

What is Zillow Group, Inc.'s stock-based comp?
Zillow Group, Inc. (Z) reported stock-based comp of $88M in Q2 2026.
How has Zillow Group, Inc.'s stock-based comp changed year-over-year?
Zillow Group, Inc.'s stock-based comp decreased by 11.1% year-over-year, from $99M to $88M.
What is the long-term trend for Zillow Group, Inc.'s stock-based comp?
Over 4 years (2021 to 2025), Zillow Group, Inc.'s stock-based comp has grown at a 5.7% compound annual growth rate (CAGR), from $312M to $390M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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