Professional
Added to YB: 2026-06-17
Pitch date: 2026-03-31
CSGP [neutral]
CoStar Group, Inc.
-20.75%
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
$13.4B
Pitch Price
$40.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.91
P/E
N/A
EV/Sales
N/A
Sector
Real Estate Management and Development
Category
growth
Baron Asset Fund Portfolio Holding: CoStar Group, Inc.
CSGP (holding update): Leading commercial/residential real estate info & marketing provider. Shares fell on multiple compression from AI existential fears despite no fundamental impact. Hold thesis: differentiated data assets, high recurring rev, strong FCF potential. Homes.com spend obscuring near-term cash flow but should moderate. Large cash balance, hopeful for aggressive buybacks at depressed valuation.
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