CoStar Group vs Teradyne

CoStar Group vs Teradyne compares two leading technology and data companies. This page examines their business models, financial performance, and market context in a clear, neutral way, helping readers understand how each company operates and competes. Educational content, not financial advice.

CoStar Group vs Teradyne compares two leading technology and data companies. This page examines their business models, financial performance, and market context in a clear, neutral way, helping reader...

Comparison Snapshot

Key Financial Metrics

CSGP

Metric

TER

$19.07B

Market Cap

$49.28B

89.01%

Potential Profit

-34.50%

Buy

Analyst Rating

Buy

Why It's Moving

CoStar Group's Homes.com Signals Housing Rebound Amid Stock Slump and Analyst Optimism

Homes.com data reveals median home sale prices up 1.3% year-over-year, easing buyer-seller tensions and highlighting renewed balance in the housing sector.
Upcoming Q4 and full-year 2025 earnings on February 24 have investors focused on whether revenue growth and Homes.com investments deliver the expected double-digit expansion.
Despite recent price cuts by some analysts, consensus remains a 'Moderate Buy' with fair value estimates well above current levels, betting on digital real estate demand.

Sentiment:

🐃Bullish

TER Stock Warning: Why Analysts See -34% Downside Risk

Q4 revenue rocketed to $1.08B, smashing $983M estimates with 44% year-over-year growth, spotlighting insatiable AI infrastructure demand.
Earnings per share hit $1.80 versus $1.38 expected, sparking an 18% stock jump to 52-week highs and analyst upgrades to $325-$335 targets.
Booming AI chip testing orders propelled TER to second-best S&P 500 performer, but management warns of possible spending slowdown in H2, fueling downside risk concerns.

Sentiment:

🌋Volatile

CoStar Group's Homes.com Signals Housing Rebound Amid Stock Slump and Analyst Optimism

Homes.com data reveals median home sale prices up 1.3% year-over-year, easing buyer-seller tensions and highlighting renewed balance in the housing sector.
Upcoming Q4 and full-year 2025 earnings on February 24 have investors focused on whether revenue growth and Homes.com investments deliver the expected double-digit expansion.
Despite recent price cuts by some analysts, consensus remains a 'Moderate Buy' with fair value estimates well above current levels, betting on digital real estate demand.

Sentiment:

🐃Bullish

TER Stock Warning: Why Analysts See -34% Downside Risk

Q4 revenue rocketed to $1.08B, smashing $983M estimates with 44% year-over-year growth, spotlighting insatiable AI infrastructure demand.
Earnings per share hit $1.80 versus $1.38 expected, sparking an 18% stock jump to 52-week highs and analyst upgrades to $325-$335 targets.
Booming AI chip testing orders propelled TER to second-best S&P 500 performer, but management warns of possible spending slowdown in H2, fueling downside risk concerns.

Sentiment:

🌋Volatile

Investment Analysis

CoStar Group

CSGP

Pros

CoStar Group has a strong market capitalization around $30 billion, highlighting significant market presence and investment capacity.
The company shows accelerating revenue growth with updated earnings guidance signaling robust profitability in its core segments.
Analyst consensus is positive with majority ratings of buy and an average price target suggesting around 22% upside potential.

Considerations

CoStar Group’s stock is relatively highly valued with a very high P/E ratio, suggesting potential overvaluation and risk of correction.
The price-to-sales ratio is substantially higher than industry norms, indicating the market has priced in aggressive growth assumptions.
Recent share price volatility and mixed analyst sentiments reflect some investor uncertainty and potential liquidity risks.

Teradyne

TER

Pros

Teradyne holds substantial competitive advantages due to its deep capabilities in chip and AI testing, hard to replicate by competitors.
Strong financial health evidenced by good profitability metrics and consistent dividend payments supports sustainability.
Strategic positioning in emerging technologies like silicon photonics and high-bandwidth memory testing offer new growth avenues.

Considerations

Teradyne’s current stock trades at a premium, with some valuation metrics indicating potential overpricing relative to fundamentals.
The industry’s high uncertainty and cyclical nature of semiconductor testing markets pose risks to consistent growth.
The PEG ratio and high price-to-book could indicate stretched valuation, presenting potential downside if growth slows.

Related Market Insights

Digital Real Estate Under Scrutiny: FTC Takes Aim at Zillow and Redfin

FTC sues Zillow & Redfin over alleged anticompetitive practices, disrupting the digital property market. Discover investment opportunities in competing platforms with Nemo.