CoStar Group, Inc.

NasdaqGS:CSGP 株式レポート

時価総額：US$12.0b

CoStar Group 将来の成長

Future 基準チェック /36

CoStar Group利益と収益がそれぞれ年間40.6%と12%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.5% 40.9%なると予測されています。

主要情報

40.6%

収益成長率

40.93%

EPS成長率

Real Estate 収益成長26.8%
収益成長率12.0%
将来の株主資本利益率8.54%
アナリストカバレッジ

Good

最終更新日08 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jul 07

CSGP: Residential Headwinds And Global Expansion Will Shape Returns Ahead

The analyst price target for CoStar Group has been reduced by approximately $39, with analysts citing softer assumptions for revenue growth and valuation multiples, ongoing pressure on Homes.com traffic, and external competitive and macro headwinds, even as core commercial platforms and Apartments.com are described as more resilient. Analyst Commentary Recent commentary on CoStar Group shows a clear split in sentiment, with some firms still positive on the long term opportunity while a group of bearish analysts focus on execution risks in residential, slower bookings, and rising competitive pressure, particularly around Homes.com.
Seeking Alpha • Jun 25

CoStar Group: A Complicated And Challenged Growth Story

Summary CoStar Group has declined 55% YTD amid concerns over AI disruption, litigation, proxy fights, and CRE market headwinds. Despite challenges, CSGP posted Q1 revenue up 22.5% and adjusted EBITDA doubling, with strong sales growth in Homes.com and LoopNet. Management raised FY2026 adjusted EBITDA guidance to $780 million–$820 million and expects 55% profit growth over FY2025 at midpoint. Recent insider buying, a $1.5 billion buyback, and the Zonda acquisition highlight recent strategic moves. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 23

CSGP: Residential Margin Recovery And AI Rollout Will Drive Future Upside

Analysts have trimmed their average price target for CoStar Group to $48.25 from $49.05. This reflects slightly higher modeled revenue growth and profit margins, a modestly lower discount rate, and a small reset in assumed future P/E multiples as recent research balances concerns around residential portal competition with support for the broader information services business.
分析記事 • Jun 19

CoStar Group (CSGP) Stock Could Be 38.6% Undervalued After Its Recent Selloff

CoStar Group (CSGP) has drawn fresh attention after a sharp pullback, with the stock down about 11% over the past month and nearly 30% over the past 3 months. See our latest analysis for CoStar Group. The latest moves extend a poor run for CoStar Group, with the share price down 54.15% year to date and the 1 year total shareholder return declining 62.15%. This points to fading momentum as investors reassess growth prospects and risks. If CoStar Group’s recent slide has you reassessing your...
ナラティブの更新 • Jun 04

CSGP: Residential Margin Recovery And Zonda Acquisition Will Drive Future Upside

The analyst price target for CoStar Group edges slightly lower by about $0.26 to $49.05. Analysts factor in a modestly reduced fair value estimate and slightly lower future P/E assumptions, while still pointing to supportive views on the commercial platform and mixed sentiment around the residential business.
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.
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.
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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NasdaqGS:CSGP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,8516119451,20113
12/31/20274,27141471186221
12/31/20263,79923452770921
3/31/20263,41225166529N/A
12/31/20253,247741430N/A
9/30/20253,05620-39363N/A
6/30/20252,915104-2395N/A
3/31/20252,812117-31306N/A
12/31/20242,736139-245393N/A
9/30/20242,667175-179447N/A
6/30/20242,599213-172389N/A
3/31/20242,5272942506N/A
12/31/20232,455375347490N/A
9/30/20232,388403432526N/A
6/30/20232,321384473565N/A
3/31/20232,251367370471N/A
12/31/20222,182370385479N/A
9/30/20222,116338325444N/A
6/30/20222,058330353462N/A
3/31/20222,002308445513N/A
12/31/20211,944293281470N/A
9/30/20211,882235299450N/A
6/30/20211,808229285458N/A
3/31/20211,725229267442N/A
12/31/20201,659227438486N/A
9/30/20201,589279419463N/A
6/30/20201,517300428473N/A
3/31/20201,463303397441N/A
12/31/20191,400315N/A458N/A
9/30/20191,341311N/A465N/A
6/30/20191,293291N/A450N/A
3/31/20191,247271N/A411N/A
12/31/20181,192238N/A335N/A
9/30/20181,130199N/A292N/A
6/30/20181,072174N/A259N/A
3/31/20181,012153N/A243N/A
12/31/2017965123N/A235N/A
9/30/2017930108N/A215N/A
6/30/201789597N/A209N/A
3/31/201786490N/A217N/A
12/31/201683885N/A201N/A
9/30/201681278N/A210N/A
6/30/201678950N/A191N/A
3/31/201675219N/A149N/A
12/31/2015712-3N/A140N/A
9/30/2015675-13N/A118N/A

アナリストによる今後の成長予測

収入対貯蓄率: CSGPの予測収益成長率 (年間40.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CSGPの収益 ( 40.6% ) はUS市場 ( 18.2% ) よりも速いペースで成長すると予測されています。

高成長収益: CSGPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: CSGPの収益 ( 12% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: CSGPの収益 ( 12% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CSGPの 自己資本利益率 は、3年後には低くなると予測されています ( 8.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/09 11:25
終値2026/07/09 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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. 21 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。26

アナリスト機関
Jeffrey MeulerBaird
Michael RindosBenchmark Company
Jeffrey SilberBMO Capital Markets Equity Research