CoStar Group 대차대조표 건전성
재무 건전성 기준 점검 5/6
CoStar Group 의 총 주주 지분은 $8.0B 이고 총 부채는 $994.0M, 이는 부채 대 자기자본 비율을 12.5% 로 가져옵니다. 총자산과 총부채는 각각 $10.2B 및 $2.2B 입니다.
핵심 정보
12.50%
부채/자본 비율
US$994.00m
부채
| 이자보상배율 | n/a |
| 현금 | US$1.22b |
| 자본 | US$7.95b |
| 총부채 | US$2.21b |
| 총자산 | US$10.16b |
최근 재무 건전성 업데이트
Recent updates
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
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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 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 Alpha재무 상태 분석
단기부채: CSGP 의 단기 자산 ( $1.7B )이 단기 부채( $777.0M ).
장기 부채: CSGP의 단기 자산($1.7B)이 장기 부채($1.4B)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: CSGP 총 부채보다 더 많은 현금을 보유하고 있습니다.
부채 감소: CSGP의 부채 대비 자본 비율은 지난 5년 동안 18.1%에서 12.5%로 감소했습니다.
부채 범위: CSGP 의 부채는 영업 현금 흐름 ( 53.2% )에 의해 잘 충당되었습니다.
이자 보장: CSGP 의 부채에 대한 이자 지급이 EBIT에 의해 잘 충당되었는지 판단할 데이터가 부족합니다.
대차대조표
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/27 18:29 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
CoStar Group, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jeffrey Meuler | Baird |
| Michael Rindos | Benchmark Company |
| Jeffrey Silber | BMO Capital Markets Equity Research |