CoStar Group (CSGP) Hisse Özeti
CoStar Group, Inc. Amerika Birleşik Devletleri, Avustralya, Kanada, Avrupa, Asya Pasifik ve Latin Amerika'daki gayrimenkul ve ilgili iş topluluklarına bilgi, analiz ve çevrimiçi pazar yeri hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
CSGP Community Fair Values
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Analyst Price Targets
CoStar Group, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$34.01 |
| 52 Haftanın En Yüksek Seviyesi | US$97.43 |
| 52 Haftanın En Düşük Seviyesi | US$31.36 |
| Beta | 0.75 |
| 1 Aylık Değişim | -15.10% |
| 3 Aylık Değişim | -30.69% |
| 1 Yıllık Değişim | -54.02% |
| 3 Yıllık Değişim | -56.76% |
| 5 Yıllık Değişim | -60.01% |
| Halka arzdan bu yana değişim | 3,601.57% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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 AlphaHissedar Getirileri
| CSGP | US Real Estate | US Pazar | |
|---|---|---|---|
| 7D | 6.4% | -3.5% | -0.3% |
| 1Y | -54.0% | -6.7% | 26.7% |
Getiri vs. Endüstri: CSGP geçen yıl % -6.7 oranında getiri sağlayan US Real Estate sektörünün gerisinde kaldı.
Getiri vs Piyasa: CSGP geçen yıl % 26.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| CSGP volatility | |
|---|---|
| CSGP Average Weekly Movement | 5.8% |
| Real Estate Industry Average Movement | 7.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: CSGP son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CSGP 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1986 | 8,441 | Andy Florance | www.costargroup.com |
CoStar Group, Inc. Amerika Birleşik Devletleri, Avustralya, Kanada, Avrupa, Asya Pasifik ve Latin Amerika'daki gayrimenkul ve ilgili iş topluluklarına bilgi, analiz ve çevrimiçi pazar yeri hizmetleri sunmaktadır. Ofis, endüstriyel, perakende, çok aileli, konaklama, öğrenci yurdu ve arazi mülklerinin envanterini sağlayan CoStar Property; kiralama işlemleri ve kullanıcı tarafından girilen kiralama verilerini yönetmek için araçlar hakkında bir veri olan CoStar Leasing; ticari gayrimenkul satış işlemlerinin bir veritabanı olan CoStar Sales; ayrıntılı portföy bilgileri sağlayan CoStar Owners; pazar ve alt pazar eğilimlerini görüntülemek ve raporlamak için CoStar Markets ve kiracı bilgileri sağlayan CoStar Tenant'ı sunmaktadır. Şirket ayrıca otellerin rakiplerine karşı performanslarını ölçmelerini sağlayan konaklama kıyaslaması; kredi verenlerin kredi portföylerini ve risklerini yönetmeleri için bir araç olan Borç Çözümleri ve kira yönetimi, kira muhasebesi ve işlem yönetimi hizmetleri gibi gayrimenkul ve kira yönetimi teknoloji çözümleri de sunmaktadır.
CoStar Group, Inc. Temel Bilgiler Özeti
| CSGP temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$13.80b |
| Kazançlar(TTM) | US$25.00m |
| Gelir(TTM) | US$3.41b |
555.5x
F/K Oranı4.1x
P/S OranıCSGP aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CSGP gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.41b |
| Gelir Maliyeti | US$729.00m |
| Brüt Kâr | US$2.68b |
| Diğer Giderler | US$2.66b |
| Kazançlar | US$25.00m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.061 |
| Brüt Marj | 78.63% |
| Net Kâr Marjı | 0.73% |
| Borç/Özkaynak Oranı | 12.5% |
CSGP uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/20 18:42 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
CoStar Group, Inc. 25 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jeffrey Meuler | Baird |
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Nicholas Jones | BNP Paribas |