CoStar Group (CSGP)
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-11-04
$32.58+4.02%
Close 2026-11-04 · 1-day change
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-11-04
Research Workspace
Put CSGP beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve full-year 2026 revenue of $3.78B to $3.82B: Revenue guidance: $3.71B to $3.75B.
View ThesisRevenue growth is accelerating — up about 20% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 32%, softest on free-cash-flow margins.
View QualityManagement screens strong on capital allocation, earnings delivery, guidance credibility.
View ManagementExpectations look high — the market is pricing in about 60% growth a year, above the roughly 12% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskCoStar's real estate data engine has to keep compounding to justify the price. Revenue growth is slowing, dropping from 23% to 14% year over year. The latest quarter beat estimates, with revenue up 14% and adjusted EBITDA at a record. The stock trades at 29 times earnings versus a 21 times peer median. The market is pricing in more growth than our forecast suggests. Annualized net new bookings plunged to $37 million from $84 million. This drop in bookings threatens the full-year revenue guidance of $3.71 billion to $3.75 billion. Peer multiples imply a price about 60% below where it trades (it looks expensive on this basis). The thesis is on watch.
Trailing returns as of 2026-11-04. CSGP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering CSGP (as of Nov 2026).
Based on 9 Wall Street analysts offering 12-month price targets for CSGP in the last 4 months.
Continue this research
Compare CSGP with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CSGP Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate Services — fair value, gap to price, and forward P/E.
Compare the value case
Put CSGP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand EBITDA margins and deliver the 2028 EBITDA target
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $32.58
The last 12 months of price, then the range of analyst 12-month targets from today’s $32.58.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Higher 2026 EBITDA outlook and a $1.25B 2028 target support margin expansion, though execution remains ahead.
Advances: Acquire Zonda to expand market presence
Significant market presence expansion through new subscriptions.
Threatens: Increase revenue to $3.715B-$3.755B in 2026
Revenue decline contradicts growth objectives for 2026.
Advances: Acquire Zonda to expand market presence
Leadership changes may enhance market presence through Zonda acquisition.
Advances: Acquire Zonda to expand market presence
Zonda acquisition supports market presence expansion objective.
Earnings growth uncertainty impacts revenue objectives.
Threatens: Increase revenue to $3.715B-$3.755B in 2026
Lower revenue outlook impacts growth objectives.
Advances: Increase revenue to $3.715B-$3.755B in 2026
Record revenue growth supports 2026 revenue target.
