Wayfair Inc vs Zillow Group Inc Class C — how do they compare? Wayfair Inc trades at $105.75 (market cap $14.31B), while Zillow Group Inc Class C trades at $29.35 (market cap $6.17B). The key difference: Wayfair Inc is far larger — about 2.3× Zillow Group Inc Class C's market cap, and Wayfair Inc is trading nearer its 52-week high, Zillow Group Inc Class C nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Wayfair Inc for 8 Days and Zillow Group Inc Class C for 39 Days on average.
| W | Z | |
|---|---|---|
Market Cap | $14.31B | $6.17B |
Volume | 1,595,934 | 2,822,928 |
Sector | Consumer Cyclical | Media |
52-Week High | $119.05 | $78.04 |
52-Week Low | $57.40 | $27.13 |
Typical Hold Time | 8 Days | 39 Days |
Enterprise Value | $16.64B | $6.04B |
Signals from Pluang's Aura AI — not financial advice
Wayfair (W) trades at $104.47, down 0.93% with a bullish technical outlook. The company shows mixed fundamentals with $12.46B revenue but negative net margins, while analysts maintain a buy consensus with a $114.06 price target. Recent developments include store expansion and upcoming Q3 earnings.
The stock presents upside potential from analyst targets and operational cash flow growth, but faces risks from persistent losses and high debt. Key catalysts include Q3 earnings on November 4, 2026, and execution of the new brand platform amid competitive retail pressures.
Zillow Group (Z) trades at $27.28, down 1.52% amid bearish technical signals and a challenging housing market. The company shows improving fundamentals with revenue growth from $2.2B in 2024 to $2.6B in 2025 and a return to profitability with net income of $23M. Recent earnings beat expectations in Q1 and Q2 2026, though Q4 2025 missed. Analyst consensus remains mixed with a $60.33 price target representing significant upside potential from current levels.
The stock presents a compelling risk-reward opportunity with strong analyst price targets but faces headwinds from rising mortgage rates and housing market volatility. Zillow's strategic pivot to an integrated transaction platform and AI integration positions it for long-term growth, though near-term performance depends on housing market stabilization and execution of their business transformation.
Trailing returns across standard periods
Latest headlines on both assets
Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →Zillow Group is an online real estate company that simplifies buying, selling, renting, and financing properties. It partners with agents, brokers, and landlords, combining technology with quality service. Its brands include Zillow, Trulia, StreetEasy, and Hotpads.
Read more on Z →