Compass
COMP · Real Estate Services
$9.75
2.2%Zillow
ZG · Real Estate Services
$34.05
3.1%The short version
- Compass is the larger business, with $7.0B of revenue in fiscal 2025 against $2.6B for Zillow, about 2.7 times as much.
- Compass grew revenue faster (23.7%, against 15.5%).
- Zillow turned more of its sales into free cash flow (9.1% FCF margin, against 2.9% FCF margin).
- Investors pay more for each dollar of Compass’s earnings: a P/E of 162.5x against 154.8x for Zillow.
| Latest fiscal year | COMP · FY25 | ZG · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.2B | $7.8B |
| Revenue | $7.0B | $2.6B |
| Free cash flow | $203M | $235M |
| Net income | −$58.5M | $23.0M |
| Growth | ||
| Revenue growth | 23.7% | 15.5% |
| 5-year growth | 13.4% | 9.7% |
| Share count change | 12.1% | 8.6% |
| Profitability | ||
| Gross margin | — | 74.1% |
| Operating margin | −0.9% | −1.3% |
| Net margin | −0.8% | 0.9% |
| FCF margin | 2.9% | 9.1% |
| Return on capital | — | −0.9% |
| Return on equity | −9.8% | 0.5% |
| Balance sheet | ||
| Net debt | — | −$1.3B |
| Net debt / EBITDA | — | −5.6x |
| Dividends and buybacks | $0.0M | $670M |
| Valuation & quality | ||
| P/E | 162.5x | 154.8x |
| Piotroski F-score | — | 7 |
FY16
COMP —
ZG $847M
FY17
COMP —
ZG $1.1B
FY18
COMP —
ZG $1.3B
FY19
COMP $2.4B
ZG $2.7B
FY20
COMP $3.7B
ZG $1.6B
FY21
COMP $6.4B
ZG $2.1B
FY22
COMP $6.0B
ZG $2.0B
FY23
COMP $4.9B
ZG $1.9B
FY24
COMP $5.6B
ZG $2.2B
FY25
COMP $7.0B
ZG $2.6B
COMP
ZG
FY16
COMP —
ZG −22.8%
FY17
COMP —
ZG −15.0%
FY18
COMP —
ZG −9.7%
FY19
COMP −16.8%
ZG −9.0%
FY20
COMP −7.4%
ZG 6.7%
FY21
COMP −7.7%
ZG 11.2%
FY22
COMP −9.8%
ZG −4.8%
FY23
COMP −6.5%
ZG −13.9%
FY24
COMP −2.8%
ZG −8.8%
FY25
COMP −0.9%
ZG −1.3%
COMP
ZG
FY16
COMP —
ZG −$53.4M
FY17
COMP —
ZG $191M
FY18
COMP —
ZG −$62.2M
FY19
COMP −$451M
ZG −$679M
FY20
COMP −$101M
ZG $338M
FY21
COMP −$78.7M
ZG −$3.3B
FY22
COMP −$362M
ZG $4.4B
FY23
COMP −$37.1M
ZG $219M
FY24
COMP $106M
ZG $285M
FY25
COMP $203M
ZG $235M
COMP
ZG
FY16
COMP —
ZG −6.4%
FY17
COMP —
ZG −5.5%
FY18
COMP —
ZG −4.4%
FY19
COMP —
ZG −8.0%
FY20
COMP —
ZG 3.6%
FY21
COMP —
ZG 7.7%
FY22
COMP —
ZG −2.2%
FY23
COMP —
ZG −7.0%
FY24
COMP —
ZG −4.6%
FY25
COMP —
ZG −0.9%
COMP
ZG
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.