CSGP

CoStar Group, Inc.

Real EstateReal Estate ServicesNASDAQ

$32.20

-$1.64 (-5.10%)today

Conviction

6/ 10

Fair Value$64.89

Upside+101.54%

Signal60.92

Market Cap$17.1B

52W Range$38.69–$97.43

Next EarningsApr 28

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$30.30

Current Price$39.77

Upside / Down-23.8%

P(Undervalued)13.1%

P(20%+ Up)2.8%

P(15%+ Down)67.5%

Fair Value Distribution — percentile bands

13.1% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

19.9%/yr

±7.0% · revenue growth to justify current price

FCF-Based Reverse DCF

95.6%/yr

±3.9% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 3

Conviction: unchanged

CoStar 10-K: Ambitious M&A Strategy Amid Integration Complexity

CSGP acquiring its way into AI-first, multi-segment portfolio (CRE, residential, 3D, lease mgmt). Large debt burden from M&A; integration risk high. Homes.com and Matterport are bets on emerging trend...