Redfin: Advertising with Analytics (RDFN)

Of all the U.S. based online real estate platforms, Redfin (RDFN) takes second place to the dominant Zillow Group (Z) in terms of market cap and name recognition, However, RDFN’s Consumer Buzz is building at an impressive rate compared to that of the competition, trending +51% YoY on a 90-day moving average.

Redfin’s Purchase Intent Mention volume has slumped lower on a YoY basis, and Zillow has seen a similar pullback in Buzz and Demand...So, what's the secret? RDFN is generating tons of buzz by providing unique coverage on the current U.S. Housing Market. Redfin’s online platform allows for the seamless aggregation of data regarding home sales and the company has been leveraging those insights help to boost its own signal. With Home prices at record highs (according to Redfin), we like RDFN's positioning going forward. And, the company's savvy usage of existing data only gives us further confidence in its long-term trajectory.