Recent

% | $
Quotes you view appear here for quick access.

Zillow Group, Inc. Message Board

  • flankenking flankenking Sep 12, 2013 8:08 AM Flag

    Zillow is extreme overvalued

    Zillow has only the double revenues of Local Corp, but the 75-fold market-cap of Local Corp.

    Income Statement of Local Corp (Market Cap = 46.4 million):
    • Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1
    • Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1

    Income Statement Get Income Statement for Zillow (Market-Cap = 3,510 million):
    Online real-estate database Zillow has announced its earnings for its second financial quarter of 2013. The company, which saw its stock soar over the last few months, reported record revenue of $46.9 million, but a massive loss per share of $0.30 compared to the $0.05 loss it posted in the last quarter.
    Zillow extreme overvalued - Local Corp extreme undervalued - only stupid idiots don't change.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • The Most Dangerous Small-Cap Stock On The Market
      By Michael Vodicka | StreetAuthority Network – Wed, Sep 11, 2013 3:13 PM EDT

      If the market falls, overvalued small-cap stocks will be the most vulnerable. And there is one stock from this group that will be particularly vulnerable to losses in a broad sell-off.
      This company has cashed in on the popularity of real estate as an asset class in the past 10 years and went public two years ago. Shares had been mostly flat before skyrocketing to a new all-time high and 195% gain this year.
      I'm talking about Zillow (Nasdaq: Z), the popular online real-estate services specialist.
      While those are solid gains for Zillow investors, that bullish move on the chart hasn't been matched by earnings or earnings growth projections. In fact, Zillow has no earnings at all -- in fact, the company is expected to lose 63 cents a share this year and 3 cents in 2014. Although that's big-time progress toward achieving profitability, it makes Zillow's $85 share price one of the most overvalued in the market and vulnerable to a sharp decline on any weakness in the S&P 500.

    • Trulia has only the 1.3-fold revenues of Local Corp, but the 35-fold market-cap - a joke

      Second Quarter 2013 Financial Highlights of Trulia (Market Cap = 1,590 million):
      • Total revenue for the second quarter of 2013 was $29.7 million
      • Adjusted EBITDA for the quarter was $3.4 million

      Second Quarter 2013 Income Statement of Local Corp (Market Cap = 45 million):

      • Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1

      • Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1

    • Yelp is extreme overvalued too

      Yelp has only the 2.4-fold revenues of Local Corp, but the 91-fold market-cap

      Income Statement of Local Corp (Market Cap = 45.3 million):

      • Sequential revenue growth up 6% to $22.7 million in Q2 from $21.5 million in Q1

      • Adjusted EBITDA up 72% to $1.2M in Q2 from $685K in Q1

      Income Statement of Yelp (Market Cap = 4,120 million)

      • Net revenue was $55.0 million in the second quarter

      • Adjusted EBITDA for the second quarter of 2013 was approximately $7.8 million, compared to $1.6 million for the second quarter of 2012. Less

    • I am sure, that the decreaseof Zillow will fastening and we will be under $50 at the end of 2013.

      • 1 Reply to flankenking
      • "In reality, Zillow is a low-tech sales organization. Citron Research made this very point in their negative report on Zillow in September 2012. Citron may be a bit overly bearish on Z, but they are correct about Zillow when it comes to sales generation.

        Zillow generates most of its revenues from real estate agents. It often does so by calling them on the phone. While Z's sales expenses have varied over time, they have generally bounced around in the 40% to 60% of revenue range. In the most recent quarter, sales expense was 51% of revenues."

        Source: Seeking Alpha

    • My Advice: Sell all your extreme overvalued Zillow-shares at once and buy for the amount shares of extreme undervalued shares of Local Corp.

 
Z
97.04+0.14(+0.14%)Apr 21 4:00 PMEDT