CSGP vs NSA
CoStar Group vs National Storage Affiliates Trust — AI-powered side-by-side comparison
VS
NSA
National Storage Affiliates Trust
41
Watch
| Metric | CSGP | NSA |
|---|
| AI Score |
60
|
41
|
| Price |
$32.81
|
$44.00
|
| P/E Ratio |
178.77×
|
57.11×
|
| ROE |
0.1%
|
7.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
76.5%
|
33.9%
|
| Debt / Equity |
0.15×
|
3.77×
|
| Dividend Yield |
0.0%
|
5.3%
|
| RSI (14) |
60.1
|
36.0
|
| Beta |
0.731
|
1.061
|
| Expected Upside |
+113.0%
|
—
|
AI Committee View
Current Innellis committee reasoning for CSGP versus NSA.
CSGP leads by 19 points.
CSGP scores 60/100 (Buy) versus NSA at 41/100 (Watch).
CSGP Committee View
40% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 17.7% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
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
- Bollinger bandwidth of 17.7% signals elevated volatility — Risk
NSA Committee View
57% agreement
7 analysts
The committee leans constructive but Growth Analyst flags a concern: revenue declining -1.6% yoy -- this is not a growth story right now. Conviction is limited until this resolves.
Bull Case
- Dividend yield of 5.1% pays you to wait — Value
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.20 across 5 articles, 14d) — News
Bear Case
- P/E of 74.3 is expensive by classic value standards — Value
- Price-to-book of 4.0x prices in significant intangible value — Value
- Debt-to-equity of 3.60 adds balance-sheet risk to the value case — Value