Compass vs Zillow
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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%).
- Investors pay more for each dollar of Compassβs earnings: a P/E of 162.5x against 154.8x for Zillow.
| Latest fiscal year | COMP Β· FY25 | ZG Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.2B | $7.8B |
| Revenue | $7.0B | $2.6B |
| Free cash flow | $203M | $235M |
| Net income | β$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 | β | 74.1% |
| Operating margin | β0.9% | β1.3% |
| Net margin | β0.8% | 0.9% |
| FCF margin | 2.9% | 9.1% |
| Return on capital | β | β0.9% |
| Return on equity | β9.8% | 0.5% |
| Balance sheet | ||
| Net debt | β | β$1.3B |
| Net debt / EBITDA | β | β5.6x |
| Dividends and buybacks | $0.0M | $670M |
| Valuation & quality | ||
| P/E | 162.5x | 154.8x |
| Piotroski F-score | β | 7 |
FY16
COMP β
ZG $847M
FY17
COMP β
ZG $1.1B
FY18
COMP β
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 β
ZG β22.8%
FY17
COMP β
ZG β15.0%
FY18
COMP β
ZG β9.7%
FY19
COMP β16.8%
ZG β9.0%
FY20
COMP β7.4%
ZG 6.7%
FY21
COMP β7.7%
ZG 11.2%
FY22
COMP β9.8%
ZG β4.8%
FY23
COMP β6.5%
ZG β13.9%
FY24
COMP β2.8%
ZG β8.8%
FY25
COMP β0.9%
ZG β1.3%
COMP
ZG
FY16
COMP β
ZG β$53.4M
FY17
COMP β
ZG $191M
FY18
COMP β
ZG β$62.2M
FY19
COMP β$451M
ZG β$679M
FY20
COMP β$101M
ZG $338M
FY21
COMP β$78.7M
ZG β$3.3B
FY22
COMP β$362M
ZG $4.4B
FY23
COMP β$37.1M
ZG $219M
FY24
COMP $106M
ZG $285M
FY25
COMP $203M
ZG $235M
COMP
ZG
FY16
COMP β
ZG β6.4%
FY17
COMP β
ZG β5.5%
FY18
COMP β
ZG β4.4%
FY19
COMP β
ZG β8.0%
FY20
COMP β
ZG 3.6%
FY21
COMP β
ZG 7.7%
FY22
COMP β
ZG β2.2%
FY23
COMP β
ZG β7.0%
FY24
COMP β
ZG β4.6%
FY25
COMP β
ZG β0.9%
COMP
ZG
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.