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Side-by-side financial comparison of Element Solutions Inc (ESI) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $654.0M, roughly 1.3× ZILLOW GROUP, INC.). Element Solutions Inc runs the higher net margin — 6.7% vs 0.5%, a 6.2% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 18.1%). ZILLOW GROUP, INC. produced more free cash flow last quarter ($44.0M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 11.2%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
Zillow Group, Inc., or simply Zillow, is an American tech real-estate marketplace company that was founded in 2006 by co-executive chairmen Rich Barton and Lloyd Frink, former Microsoft executives and founders of Microsoft spin-off Expedia; Spencer Rascoff, a co-founder of Hotwire.com; David Beitel, Zillow's current chief technology officer; and Kristin Acker, Zillow's current technology leadership advisor.
ESI vs ZG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $654.0M |
| Net Profit | $56.0M | $3.0M |
| Gross Margin | 38.4% | 72.8% |
| Operating Margin | 13.3% | -1.7% |
| Net Margin | 6.7% | 0.5% |
| Revenue YoY | 41.0% | 18.1% |
| Net Profit YoY | -43.0% | 105.8% |
| EPS (diluted) | $0.23 | $0.01 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $654.0M | ||
| Q3 25 | $656.1M | $676.0M | ||
| Q2 25 | $625.2M | $655.0M | ||
| Q1 25 | $593.7M | $598.0M | ||
| Q4 24 | $624.2M | $554.0M | ||
| Q3 24 | $645.0M | $581.0M | ||
| Q2 24 | $612.7M | $572.0M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $3.0M | ||
| Q3 25 | $39.3M | $10.0M | ||
| Q2 25 | $47.4M | $2.0M | ||
| Q1 25 | $98.0M | $8.0M | ||
| Q4 24 | $54.7M | $-52.0M | ||
| Q3 24 | $40.3M | $-20.0M | ||
| Q2 24 | $93.2M | $-17.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 72.8% | ||
| Q3 25 | 42.2% | 72.6% | ||
| Q2 25 | 42.6% | 74.7% | ||
| Q1 25 | 42.2% | 76.8% | ||
| Q4 24 | 41.0% | 75.8% | ||
| Q3 24 | 41.5% | 75.9% | ||
| Q2 24 | 43.6% | 77.3% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | -1.7% | ||
| Q3 25 | 15.4% | -0.4% | ||
| Q2 25 | 15.1% | -1.7% | ||
| Q1 25 | 13.0% | -1.5% | ||
| Q4 24 | 12.0% | -12.5% | ||
| Q3 24 | 14.7% | -7.7% | ||
| Q2 24 | 15.7% | -6.6% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 0.5% | ||
| Q3 25 | 6.0% | 1.5% | ||
| Q2 25 | 7.6% | 0.3% | ||
| Q1 25 | 16.5% | 1.3% | ||
| Q4 24 | 8.8% | -9.4% | ||
| Q3 24 | 6.2% | -3.4% | ||
| Q2 24 | 15.2% | -3.0% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $0.01 | ||
| Q3 25 | $0.16 | $0.04 | ||
| Q2 25 | $0.20 | $0.01 | ||
| Q1 25 | $0.40 | $0.03 | ||
| Q4 24 | $0.22 | $-0.23 | ||
| Q3 24 | $0.17 | $-0.08 | ||
| Q2 24 | $0.39 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $177.3M | $768.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $4.9B |
| Total Assets | $5.7B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $768.0M | ||
| Q3 25 | $594.3M | $874.0M | ||
| Q2 25 | $529.9M | $587.0M | ||
| Q1 25 | $499.2M | $914.0M | ||
| Q4 24 | $359.4M | $1.1B | ||
| Q3 24 | $376.0M | $1.1B | ||
| Q2 24 | $309.3M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $4.9B | ||
| Q3 25 | $2.7B | $5.0B | ||
| Q2 25 | $2.6B | $4.7B | ||
| Q1 25 | $2.5B | $4.8B | ||
| Q4 24 | $2.4B | $4.8B | ||
| Q3 24 | $2.4B | $4.7B | ||
| Q2 24 | $2.4B | $4.5B |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $5.7B | ||
| Q3 25 | $5.0B | $5.7B | ||
| Q2 25 | $5.0B | $5.4B | ||
| Q1 25 | $4.8B | $5.7B | ||
| Q4 24 | $4.9B | $5.8B | ||
| Q3 24 | $5.1B | $6.2B | ||
| Q2 24 | $5.0B | $6.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.64× | — | ||
| Q4 24 | 0.76× | — | ||
| Q3 24 | 0.78× | — | ||
| Q2 24 | 0.81× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $72.0M |
| Free Cash FlowOCF − Capex | $-74.2M | $44.0M |
| FCF MarginFCF / Revenue | -8.8% | 6.7% |
| Capex IntensityCapex / Revenue | 3.0% | 4.3% |
| Cash ConversionOCF / Net Profit | — | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $72.0M | ||
| Q3 25 | $100.1M | $105.0M | ||
| Q2 25 | — | $87.0M | ||
| Q1 25 | $26.0M | $104.0M | ||
| Q4 24 | — | $122.0M | ||
| Q3 24 | $98.5M | $171.0M | ||
| Q2 24 | — | $55.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $44.0M | ||
| Q3 25 | $83.6M | $73.0M | ||
| Q2 25 | — | $50.0M | ||
| Q1 25 | $15.0M | $68.0M | ||
| Q4 24 | — | $88.0M | ||
| Q3 24 | $85.9M | $138.0M | ||
| Q2 24 | — | $18.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | 12.7% | 10.8% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | 2.5% | 11.4% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 13.3% | 23.8% | ||
| Q2 24 | — | 3.1% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 4.3% | ||
| Q3 25 | 2.5% | 4.7% | ||
| Q2 25 | 2.8% | 5.6% | ||
| Q1 25 | 1.9% | 6.0% | ||
| Q4 24 | 3.6% | 6.1% | ||
| Q3 24 | 2.0% | 5.7% | ||
| Q2 24 | 2.4% | 6.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 24.00× | ||
| Q3 25 | 2.55× | 10.50× | ||
| Q2 25 | — | 43.50× | ||
| Q1 25 | 0.27× | 13.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.44× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
