CoStar Group（CSGP）株式概要
CoStar Group, Inc.は、米国、オーストラリア、カナダ、ヨーロッパ、アジア太平洋地域、ラテンアメリカの不動産および関連ビジネスコミュニティに情報、分析、オンラインマーケットプレイスサービスを提供しています。 詳細
CSGP Community Fair Values
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Analyst Price Targets
CoStar Group, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$33.95 |
| 52週高値 | US$97.43 |
| 52週安値 | US$31.36 |
| ベータ | 0.75 |
| 1ヶ月の変化 | -6.83% |
| 3ヶ月変化 | -30.93% |
| 1年変化 | -54.12% |
| 3年間の変化 | -56.75% |
| 5年間の変化 | -60.25% |
| IPOからの変化 | 3,595.04% |
最新ニュース
Recent updates
ナラティブの更新 • May 13
CSGP: AI Deployment And Activist Discipline Will Support Residential Margin Recovery
CoStar Group's updated analyst price target framework now points to a lower fair value of $49.32 from $61.42, as analysts recalibrate expectations around revenue growth, profitability, and a more moderate future P/E after a broad wave of target cuts across the Street. Analyst Commentary Recent research has centered on how CoStar Group balances growth investments, particularly around Homes.com and multifamily, with profitability and valuation discipline.ナラティブの更新 • Apr 21
CSGP: Activist Pressure And AI Rollout Will Support Residential Margin Recovery
Analysts have trimmed CoStar Group's implied value by about $3 per share to reflect a series of lower Street price targets, citing softer bookings, questions around medium term revenue growth, and ongoing investment in Homes.com despite solid recent margins and reaffirmed longer term guidance from several firms. Analyst Commentary Recent research shows a wide range of opinions on CoStar Group, with most firms trimming price targets while reassessing how Homes.com spending, bookings trends, and disclosure around the residential and multifamily segments feed into execution risk and valuation.Seeking Alpha • Apr 21
CoStar: Even After The Fall, This Stock Remains Vulnerable In The AI Age
Summary CoStar is initiated at a Sell rating due to a lack of a technology moat and unjustified valuation multiples, despite a 40% YTD stock drop. CSGP's ambitious growth targets—10x adjusted EBITDA by 2030 and 19% revenue growth in FY26—appear unrealistic given macro headwinds and competitive AI risks. Heavy investments in residential AI and sales force expansion are expected to pressure margins, with residential segment margins lagging commercial at only 5–7%. Even if CSGP meets its guidance, shares trade at 21.2x FY26 EV/EBITDA, a premium to peers, making the current correction a justified re-rating rather than a buying opportunity. Read the full article on Seeking Alphaナラティブの更新 • Apr 07
CSGP: Activist Pressure And AI Investments Will Shape Residential Margin Recovery
Analysts have trimmed CoStar Group's average price target by around $10 to reflect recent Q4 bookings softness, a more cautious mid term revenue outlook, and questions around segment disclosure, while still pointing to resilient core commercial performance and ongoing investments in Homes.com as key factors in their updated models. Analyst Commentary Recent research paints a mixed picture for CoStar Group, with most firms trimming price targets but keeping generally constructive views on the underlying commercial franchise and the long term potential of Homes.com.ナラティブの更新 • Mar 24
CSGP: Activist Pressure And Buybacks Will Support Residential Margin Recovery
Narrative Update The updated analyst price target for CoStar Group edges lower as analysts trim valuation multiples and fair value inputs by a small amount. This reflects recent cuts to Street targets following mixed Q4 bookings, evolving views on Homes.com investment and disclosure, and slightly more cautious medium term growth expectations, despite reaffirmed long term guidance and solid core commercial performance.ナラティブの更新 • Mar 08
CSGP: Activist Pressure And Buybacks Will Support Residential Investment Turnaround
Analysts have reduced their CoStar Group price target in aggregate, with our fair value estimate moving about $12.63 lower to $65.42 as they factor in softer bookings, slightly lower projected revenue growth and margin assumptions, and a more cautious view on medium term expansion, despite solid recent results and maintained long term guidance. Analyst Commentary Street research has turned more cautious on CoStar Group, with many firms lowering price targets while still acknowledging solid Q4 execution and reaffirmed long term guidance.ナラティブの更新 • Feb 22
CSGP: New Buyback And Activist Pressure Will Support Homes Investment Payoff
Analysts have trimmed their price target on CoStar Group by about $2.70 to $78.05, reflecting a blend of reduced fair value, a lower assumed future P/E multiple, and ongoing debate around Homes.com, while also highlighting long-term revenue growth prospects and the potential impact of activism and capital returns. Analyst Commentary Recent research on CoStar Group shows a clear split between optimism around long-term growth and caution around execution, Homes.com investment, and valuation.分析記事 • Feb 13
CoStar Group, Inc.'s (NASDAQ:CSGP) Share Price Is Still Matching Investor Opinion Despite 27% Slump
Unfortunately for some shareholders, the CoStar Group, Inc. ( NASDAQ:CSGP ) share price has dived 27% in the last...ナラティブの更新 • Feb 07
CSGP: New Buyback And Activist Pressure Will Support Future Upside
Analysts have made only a modest adjustment to their CoStar Group price targets, with small tweaks to fair value, discount rate, revenue growth and profit margin assumptions reflecting mixed views on the latest long term guidance, recent target resets ranging from about $55 to $78, and improving visibility cited by some firms. Analyst Commentary Recent research shows a split view on CoStar Group, with some focusing on long term growth optionality and others concentrating on near term profitability and execution risk around the updated multi year outlook.ナラティブの更新 • Jan 23
CSGP: New Buyback And Reduced Homes Investment Will Support Future Upside
Narrative Update on CoStar Group Analysts have trimmed their implied price target for CoStar Group to about $80.78 per share from $84.82, reflecting recalibrated expectations around margins, a higher assumed future P/E multiple near 84x, and mixed reactions to new long term guidance and capital return plans. Analyst Commentary Recent research shows a wide range of views on CoStar Group, with several firms adjusting price targets and reacting to the updated 2026 and medium term outlook, Homes.com investment plans, and the new US$1.5b share repurchase authorization.ナラティブの更新 • Jan 09
CSGP: New Buyback And Reduced Rival Pressure Will Drive Future Upside
Analysts have trimmed their price targets on CoStar Group, reducing fair value estimates from about $91.94 to $84.82 as they factor in lower long term guidance, a slightly higher discount rate, slower projected revenue growth, and a lower future P/E multiple, partly offset by a modestly higher expected profit margin and the new $1.5b buyback plan. Analyst Commentary Recent research paints a mixed picture for CoStar Group, with analysts splitting between confidence in the long term and concern about execution risk and valuation after the updated 2026 and medium term outlook.ナラティブの更新 • Dec 25
CSGP: Rival Partnership Disruptions Will Drive Future Competitive And Share Price Upside
Analysts have modestly lowered their price target on CoStar Group to $60.00 from $70.00, citing a slightly improved competitive outlook from potential disruption to rival partnerships, while maintaining a cautious stance overall. Analyst Commentary Analysts see recent legal and competitive developments in the U.S. online real estate market as incrementally supportive of CoStar's long term positioning, but not yet strong enough to offset concerns about valuation and execution risks.ナラティブの更新 • Dec 11
CSGP: Medium-Term Upside Will Be Driven By Rival Regulatory Disruptions
Analysts modestly reduced their price target on CoStar Group to $60.00 from $70.00, citing updated views on competitive dynamics and regulatory developments that are seen as neutral to slightly positive for the company over the long term. Analyst Commentary Bullish Takeaways Bullish analysts view the FTC and Compass lawsuits against a key competitor as a potential catalyst that could weaken rival marketplace dynamics, supporting CoStar's long term competitive positioning.ナラティブの更新 • Nov 27
CSGP: Medium-Term Upside Will Be Driven By Expanding Margins And Industry Disruption
CoStar Group's analyst price target has been revised downward from $70 to $60. Analysts attribute this change to expert views on legal developments in the sector and ongoing market competition, while maintaining a neutral to slightly positive outlook for the company's strategic position.ナラティブの更新 • Nov 13
CSGP: Positioned For Medium-Term Upside As Operating Leverage Expands Margins
Narrative Update on CoStar Group Analysts have lowered their fair value estimate for CoStar Group from $94.06 to $92.59 per share. This change reflects concerns about reduced profit margin forecasts, though there is ongoing confidence in steady revenue growth and the company's strong digital platform performance.ナラティブの更新 • Oct 29
Margin Expansion And Platform Momentum Will Drive Strong Returns Ahead
Analysts have lowered their fair value estimate for CoStar Group from $97.13 to $94.06, citing moderated sales growth expectations and a higher required return. However, they remain optimistic due to anticipated margin expansion and strong platform performance.分析記事 • Sep 11
Is CoStar Group (NASDAQ:CSGP) Using Debt Sensibly?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブの更新 • Sep 04
Digitalization And AI Integration Will Create Future Real Estate Opportunities
Analysts remain upbeat on CoStar Group, highlighting continued strength across key platforms like Homes.com and Apartments.com, and expecting margin expansion from operating leverage, while the consensus price target remains unchanged at $97.12. Analyst Commentary Bullish analysts cite strong investment returns and traction from the Homes.com platform as a key driver of future growth.分析記事 • May 31
CoStar Group (NASDAQ:CSGP) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Feb 21
CoStar Group: I Still Expect Growth To Accelerate Back To High-Teens
Summary I maintain a buy rating for CoStar Group due to its promising growth outlook, driven by strong performance in Apartments.com and Homes.com. CSGP's latest earnings report showed 11% y/y revenue growth to $709 million, with adj EBITDA up 47% sequentially, demonstrating strong operating leverage. Apartments.com continues to dominate with 13.4% y/y revenue growth in 4Q24, benefiting from high multifamily vacancy rates and strong pricing power. Homes.com grew 181% y/y in 4Q24, showing significant market share gains, though profitability remains a concern due to ongoing investments. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
CoStar Stock May Remain Flat For Another 5 Years
Summary CoStar Group has consistently delivered double-digit revenue growth for 54 consecutive quarters, showcasing robust performance even in a tough real estate market. Despite stellar revenue growth, CoStar's stock has underperformed, with a 5-year CAGR of just 2.87%, lagging behind the overall market and inflation. CSGP stock's valuation remains a significant obstacle, likely resulting in muted returns for investors over the next five years despite continued business expansion. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
CoStar Group: Growth Outlook In The Coming Years Remains Solid
Summary I reiterate my bullish view on CoStar Group stock due to solid growth outlook. CSGP's latest earnings showed 10.9% revenue growth, missing expectations, but EPS beat consensus; the residential segment grew 169% y/y, driven by Homes.com monetization. Fundamentals remain strong; commercial businesses grew high-single-digits y/y despite macro challenges; Homes.com network's momentum continues with significant sales rep expansion planned. Read the full article on Seeking Alpha株主還元
| CSGP | US Real Estate | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | -0.2% | 1.1% |
| 1Y | -54.1% | -8.0% | 28.7% |
業界別リターン: CSGP過去 1 年間で-8 % の収益を上げたUS Real Estate業界を下回りました。
リターン対市場: CSGPは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| CSGP volatility | |
|---|---|
| CSGP Average Weekly Movement | 5.2% |
| Real Estate Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CSGP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CSGPの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 8,441 | Andy Florance | www.costargroup.com |
CoStar Group, Inc.は、米国、オーストラリア、カナダ、ヨーロッパ、アジア太平洋地域、ラテンアメリカの不動産および関連ビジネスコミュニティに情報、分析、オンラインマーケットプレイスサービスを提供している。オフィス、工業、小売、集合住宅、ホスピタリティ、学生寮、土地の物件目録を提供するCoStar Property、リース取引に関するデータとユーザーが入力したリースデータを管理するツールを提供するCoStar Leasing、商業不動産売買取引のデータベースであるCoStar Sales、詳細なポートフォリオ情報を提供するCoStar Owners、市場やサブマーケットの動向を閲覧・報告するCoStar Markets、テナント情報を提供するCoStar Tenantを提供している。また、ホスピタリティ・ベンチマーキング（ホテルが競合他社と比較してパフォーマンスを測定できる）、デット・ソリューションズ（貸し手がローンのポートフォリオとリスクを管理するためのツール）、不動産・リース管理テクノロジー・ソリューション（リース管理、リース会計、取引管理サービスなど）も提供している。さらに、アパートメント・マーケティング・サイト「Apartamentos.com」、商業用不動産マーケティング・サイト「LoopNet.com」、分譲住宅リスト・サイト「Homes.com」、商業用不動産のオンライン・オークション・プラットフォーム「Ten-X」、地方の土地販売のマーケットプレイス「Land.com」、運営事業とフランチャイズ販売のマーケットプレイス「BizBuySell.com」を提供している。販売、リース、モーゲージブローカー、不動産、不動産投資信託、保険会社、資産運用会社、政府機関、不動産所有者、モーゲージ担保証券発行者、鑑定士、設計・建設専門家、年金基金管理者、不動産開発業者、レポーターテナント業者、銀行業者、ビルサービス業者、モーゲージバンカー、通信プロバイダー、小売業者、機関アドバイザー、ホスピタリティオーナー、投資家、不動産業者にサービスを提供している。同社は1986年に設立され、バージニア州アーリントンに本社を置いている。
CoStar Group, Inc. 基礎のまとめ
| CSGP 基礎統計学 | |
|---|---|
| 時価総額 | US$13.86b |
| 収益（TTM） | US$25.00m |
| 売上高(TTM) | US$3.41b |
554.5x
PER（株価収益率4.1x
P/SレシオCSGP は割高か？
公正価値と評価分析を参照収益と収入
| CSGP 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.41b |
| 売上原価 | US$729.00m |
| 売上総利益 | US$2.68b |
| その他の費用 | US$2.66b |
| 収益 | US$25.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.061 |
| グロス・マージン | 78.63% |
| 純利益率 | 0.73% |
| 有利子負債／自己資本比率 | 12.5% |
CSGP の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 01:15 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CoStar Group, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Jeffrey Meuler | Baird |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Nicholas Jones | BNP Paribas |