Z vs ZD
Zillow Group, Inc. Class C vs Ziff Davis, Inc. — AI-powered side-by-side comparison
Z
Zillow Group, Inc. Class C
60
Watch
VS
ZD
Ziff Davis, Inc.
54
Watch
| Metric | Z | ZD |
|---|
| AI Score |
60
|
54
|
| Price |
$34.14
|
$53.57
|
| P/E Ratio |
146.62×
|
3.03×
|
| ROE |
0.5%
|
2.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
72.9%
|
77.1%
|
| Debt / Equity |
0.13×
|
0.39×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
53.1
|
52.5
|
| Beta |
1.981
|
1.018
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for Z versus ZD.
Z leads by 6 points.
Z scores 60/100 (Watch) versus ZD at 54/100 (Watch).
Z Committee View
67% agreement
6 analysts
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.07) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 142.1 is expensive by classic value standards — Value
- ROE of only 1.2% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 19.7% signals elevated volatility — Risk
ZD Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -1.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 0.8x is a discount to asset value — Value
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 43.8 is expensive by classic value standards — Value
- ROE of only 2.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -1.8% YoY -- this is not a growth story right now — Growth