CSGP vs DLR
CoStar Group vs Digital Realty — AI-powered side-by-side comparison
VS
DLR
Digital Realty
53
Watch
| Metric | CSGP | DLR |
|---|
| AI Score |
58
|
53
|
| Price |
$32.81
|
$192.34
|
| P/E Ratio |
178.77×
|
86.89×
|
| ROE |
0.1%
|
5.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
76.5%
|
13.8%
|
| Debt / Equity |
0.15×
|
0.67×
|
| Dividend Yield |
0.0%
|
2.6%
|
| RSI (14) |
60.1
|
38.0
|
| Beta |
0.731
|
1.042
|
| Expected Upside |
+113.0%
|
+2.7%
|
AI Committee View
Current Innellis committee reasoning for CSGP versus DLR.
CSGP leads by 5 points.
CSGP scores 58/100 (Buy) versus DLR at 53/100 (Watch).
CSGP Committee View
67% agreement
6 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 169.9 is expensive by classic value standards — Value
- ROE of only 0.9% -- cheap may mean cheap for a reason — Value
- EPS declining -30.5% YoY despite any revenue growth — Growth
DLR Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — p/e of 91.9 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Dividend yield of 3.6% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 91.9 is expensive by classic value standards — Value
- ROE of only 3.3% -- cheap may mean cheap for a reason — Value
- EPS declining -44.3% YoY despite any revenue growth — Growth