Added to YB: 2025-05-05
Pitch date: 2025-05-01
CSGP [neutral]
CoStar Group, Inc.
-47.08%
current return
Author Info
No bio for this author
Company Info
CoStar Group, Inc. provides information, analytics, and online marketplace services to real estate and related business communities in the United States, Australia, Canada, Europe, the Asia Pacific, and Latin America.
Market Cap
$18.3B
Pitch Price
$77.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
72.01
P/E
2.6K
EV/Sales
5.50
Sector
Real Estate Management and Development
Category
growth
CoStar Group: 1Q25 Business Update
CSGP (earnings update): Q1 rev +12% YoY (56th consecutive growth qtr), beating guidance despite 10% stock drop. Homes.com awareness up from 4% to 36% vs Zillow's 60%. S&M at 50% of rev (up 20pts) is key concern - is this growth investment or maintenance cost? Commercial segment delivering 43% margins. 2025 guidance: 15% rev growth, 12% EBITDA margin.
Read full article (7 min)