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Side-by-side financial comparison of WEIBO Corp (WB) and ZILLOW GROUP, INC. (ZG). Click either name above to swap in a different company.
WEIBO Corp is the larger business by last-quarter revenue ($1.3B vs $654.0M, roughly 2.0× ZILLOW GROUP, INC.). WEIBO Corp runs the higher net margin — 35.7% vs 0.5%, a 35.2% gap on every dollar of revenue. Over the past eight quarters, WEIBO Corp's revenue compounded faster (22.6% CAGR vs 11.2%).
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
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.
WB vs ZG — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $654.0M |
| Net Profit | $458.3M | $3.0M |
| Gross Margin | — | 72.8% |
| Operating Margin | 29.1% | -1.7% |
| Net Margin | 35.7% | 0.5% |
| Revenue YoY | — | 18.1% |
| Net Profit YoY | — | 105.8% |
| EPS (diluted) | — | $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.
| Q4 25 | — | $654.0M | ||
| Q3 25 | $1.3B | $676.0M | ||
| Q2 25 | $841.7M | $655.0M | ||
| Q1 25 | $396.9M | $598.0M | ||
| Q4 24 | — | $554.0M | ||
| Q3 24 | $1.3B | $581.0M | ||
| Q2 24 | $833.4M | $572.0M | ||
| Q1 24 | $395.5M | $529.0M |
| Q4 25 | — | $3.0M | ||
| Q3 25 | $458.3M | $10.0M | ||
| Q2 25 | $234.8M | $2.0M | ||
| Q1 25 | $108.1M | $8.0M | ||
| Q4 24 | — | $-52.0M | ||
| Q3 24 | $297.4M | $-20.0M | ||
| Q2 24 | $164.6M | $-17.0M | ||
| Q1 24 | $51.1M | $-23.0M |
| Q4 25 | — | 72.8% | ||
| Q3 25 | — | 72.6% | ||
| Q2 25 | — | 74.7% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 75.8% | ||
| Q3 24 | — | 75.9% | ||
| Q2 24 | — | 77.3% | ||
| Q1 24 | — | 76.7% |
| Q4 25 | — | -1.7% | ||
| Q3 25 | 29.1% | -0.4% | ||
| Q2 25 | 30.4% | -1.7% | ||
| Q1 25 | 27.8% | -1.5% | ||
| Q4 24 | — | -12.5% | ||
| Q3 24 | 29.0% | -7.7% | ||
| Q2 24 | 28.2% | -6.6% | ||
| Q1 24 | 25.2% | -8.5% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | 35.7% | 1.5% | ||
| Q2 25 | 27.9% | 0.3% | ||
| Q1 25 | 27.2% | 1.3% | ||
| Q4 24 | — | -9.4% | ||
| Q3 24 | 22.9% | -3.4% | ||
| Q2 24 | 19.8% | -3.0% | ||
| Q1 24 | 12.9% | -4.3% |
| Q4 25 | — | $0.01 | ||
| Q3 25 | — | $0.04 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $-0.23 | ||
| Q3 24 | — | $-0.08 | ||
| Q2 24 | — | $-0.07 | ||
| Q1 24 | — | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $768.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.9B | $4.9B |
| Total Assets | $6.9B | $5.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $768.0M | ||
| Q3 25 | $1.1B | $874.0M | ||
| Q2 25 | $1.2B | $587.0M | ||
| Q1 25 | $1.2B | $914.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.1B | $1.4B |
| Q4 25 | — | $4.9B | ||
| Q3 25 | $3.9B | $5.0B | ||
| Q2 25 | $3.6B | $4.7B | ||
| Q1 25 | $3.5B | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | $3.4B | $4.5B | ||
| Q1 24 | $3.3B | $4.7B |
| Q4 25 | — | $5.7B | ||
| Q3 25 | $6.9B | $5.7B | ||
| Q2 25 | $6.5B | $5.4B | ||
| Q1 25 | $6.7B | $5.7B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $6.2B | ||
| Q2 24 | $7.1B | $6.6B | ||
| Q1 24 | $7.3B | $6.8B |
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 | — | $44.0M |
| FCF MarginFCF / Revenue | — | 6.7% |
| Capex IntensityCapex / Revenue | — | 4.3% |
| Cash ConversionOCF / Net Profit | — | 24.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $235.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $72.0M | ||
| Q3 25 | — | $105.0M | ||
| Q2 25 | — | $87.0M | ||
| Q1 25 | — | $104.0M | ||
| Q4 24 | — | $122.0M | ||
| Q3 24 | — | $171.0M | ||
| Q2 24 | — | $55.0M | ||
| Q1 24 | — | $80.0M |
| Q4 25 | — | $44.0M | ||
| Q3 25 | — | $73.0M | ||
| Q2 25 | — | $50.0M | ||
| Q1 25 | — | $68.0M | ||
| Q4 24 | — | $88.0M | ||
| Q3 24 | — | $138.0M | ||
| Q2 24 | — | $18.0M | ||
| Q1 24 | — | $41.0M |
| Q4 25 | — | 6.7% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 7.6% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 23.8% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 7.8% |
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | — | 7.4% |
| Q4 25 | — | 24.00× | ||
| Q3 25 | — | 10.50× | ||
| Q2 25 | — | 43.50× | ||
| Q1 25 | — | 13.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
ZG
| Residential Revenue | $418.0M | 64% |
| Rental Revenue | $168.0M | 26% |
| Mortgage Revenue | $57.0M | 9% |
| Display Advertising And Other Revenue | $11.0M | 2% |
