Zillow (Z) Aktie: Kaufen oder nicht? — Finanz-YouTuber-Analyse

Travis Hoium is buying Zillow shares, citing its current undervaluation with a forward P/E of 12.9x and P/FCF of 10.4x, despite strong growth in its mortgage and rental segments (45% and 33% CAGR respectively). He believes the company's strategy of aggregating demand and acting as a platform for real estate professionals, combined with its increasing operating leverage and AI integration, positions it for significant long-term growth, potentially reaching over $100 billion in market cap.

“This is not assuming any sort of explosion in the housing market. And the reason that that's okay for Zillow today is that they're growing in not only mortgages but also more importantly the rentals business.” — ▶ 10:00