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CoStar Group, Inc. (CSGP) — Structural Peer Analysis

CoStar Group, Inc. ranks among the weaker positions in its peer group, with a split structural profile: strong growth, but weak profitability and valuation. The market setup has weakened, with clear trend damage and relative performance under pressure. Price action is lagging the structural profile — current market behavior is not yet confirming the structural position.

Updated 2026-05-17 · NASDAQ100
ENTRY TODAY
Lower price zoneabove norm
TODAY (5y history)<1st pct today
0th50th100th
Today the stock sits in a historically lower range, despite a multiple that is above its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Profitability 0
Bottom 25% of peers
Weak Valuation 8
Bottom 25% of peers
Moderate Stability 14
Bottom 25% of peers
Strongest Growth 50
Above median
Peer-Relative Score
15
Peer-Score
Weak peer position
Signal qualitylow
Structural Read

Growth Story Faces Margin Reality

CoStar Group provides real estate information, analytics, and marketing services, focusing on digital solutions for property markets.

The market prices CoStar Group as a risky growth story with weakening capital returns and margins, not as a defensive quality stock. With ROIC at just 2.1% and operating margin slipping to 7.4%, the company cannot match peer benchmarks, so the market actively penalizes its growth outlook by assigning a lower valuation than established-growth peers. In the PropTech sector, platforms with sustainable margins and stable capital returns are rewarded; CoStar, despite innovation, lags these benchmarks and remains outside the quality circle. The market responds by maintaining a valuation premium under pressure, withholding a quality multiple until profitability is convincing. Only if CoStar Group delivers two consecutive quarters of peer-level margins and capital returns will the market's valuation stance shift.

AssetNext · 2026-05-10 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.