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CSGP · NASDAQ · STOCK

CoStar Group (CSGP) Stock Analysis

Real Estate Updated October 10, 2026
$29.68
52W $25.89 – $79.08
58/100
$12.02B
161.5
0.80
AI Committee Verdict
Buy
58/100
Conviction: Contested · 50% agreement · 6 analysts
+13.9%
-12.4%
1.13:1
Contested

Is CSGP Bullish or Bearish?

Bullish. Innellis AI committee rates CoStar Group (CSGP) Buy with a composite score of 58/100 , based on 6 analysts with 50% agreement. Last updated October 10, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +16.83 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -3.17 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Portfolio Manager remains cautious — sector concentration is already high (hhi 2796.97). This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

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
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock — Risk
  • News sentiment is positive (+0.20 across 19 articles, 14d) — News
Bear Case
  • P/E of 163.8 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
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Bollinger bandwidth of 19.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of October 10, 2026
Overall Committee Score
58/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 18%
of 80 Real Estate peers
Value Analyst neutral
44 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 163.8 is expensive by classic value standards
Growth Analyst bullish
62 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
− EPS declining -30.5% YoY despite any revenue growth
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock
− Bollinger bandwidth of 19.4% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 19 articles, 14d)
Portfolio Manager bearish
30 / 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
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Investment Thesis Evolution

Committee score moved marginally from 58.2 to 58.2.

Analyst-level changes:
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-10-09 to 2026-10-10 (1 day apart).

Technical Analysis

RSI (14)
67.2
Neutral
MACD Histogram
0.252
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$26.00
Resistance
$33.81
Bollinger %B
0.69
Inside Bands
Price vs Moving Averages
EMA 9
$28.47 Above
EMA 21
$28.77 Above
EMA 50
$29.71 Below
EMA 200
$39.98 Below

Fundamental Analysis

Valuation
67
Growth
95
Profitability
28
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 161.5×
P/B Ratio 1.51×
PEG Ratio -5.25
Dividend Yield 0.00%
52W High $79.08
52W Low $25.89
Quality & Growth
ROE 8.4%
ROA 6.6%
Gross Margin 7648.2%
Operating Margin 217.7%
Revenue Growth YoY —
Debt / Equity 0.15
AI Fundamental Assessment
P/E ratio of 161.5 (rich relative to a 15-40x range); Price-to-book of 1.5x; PEG ratio of -5.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.1%; Net margin of 2.1%; Gross margin of 76.5%; Current ratio of 2.21 (healthy short-term liquidity); Debt-to-equity of 0.15; Free cash flow per share is positive (0.77); Most recent quarter beat estimates by 7.0%; 5 consecutive earnings beats; EPS growth accelerating (-25.8% -> +39.1% QoQ); Average YoY EPS growth of 88.2%; Analyst estimates rising over recent quarters
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