MongoDB vs CoStar Group

MongoDB vs CoStar Group: this page compares two industry players to illuminate differences in business models, financial performance, and market context. It presents neutral, accessible information to help readers understand strategy, scope, and competitive landscape without making recommendations. Educational content, not financial advice.

MongoDB vs CoStar Group: this page compares two industry players to illuminate differences in business models, financial performance, and market context. It presents neutral, accessible information to...

Comparison Snapshot

Key Financial Metrics

MDB

Metric

CSGP

$29.98B

Market Cap

$19.07B

19.83%

Potential Profit

89.01%

Buy

Analyst Rating

Buy

Why It's Moving

MongoDB Rallies on AI Strategy Boost Amid Analyst Optimism for Reversal

AI enhancements like Voyage AI models on Atlas aim to supercharge app development and legacy modernization, drawing trader interest with $530M trading volume.
Hammer chart pattern emerged after a 7.3% weekly drop, suggesting selling pressure easing as bulls step in for support.
Wall Street consensus lifted current-year EPS estimates 41.4% in 30 days, underscoring confidence in MongoDB's AI infrastructure edge.

Sentiment:

🐃Bullish

CoStar Group Counters Activist Pressure with Bold Governance Overhaul and Homes.com Momentum

Appointed three new independent directors, including two from D.E. Shaw and Third Point recommendations, plus a new independent board chair to sharpen oversight.
Formed a Capital Allocation Committee and accelerated share repurchases with a fresh $500 million authorization, prioritizing shareholder returns amid strategy review.
Homes.com report shows median U.S. home prices rising 1.3% to $374,900 in January 2026, highlighting renewed buyer momentum in a stabilizing market.

Sentiment:

🐃Bullish

MongoDB Rallies on AI Strategy Boost Amid Analyst Optimism for Reversal

AI enhancements like Voyage AI models on Atlas aim to supercharge app development and legacy modernization, drawing trader interest with $530M trading volume.
Hammer chart pattern emerged after a 7.3% weekly drop, suggesting selling pressure easing as bulls step in for support.
Wall Street consensus lifted current-year EPS estimates 41.4% in 30 days, underscoring confidence in MongoDB's AI infrastructure edge.

Sentiment:

🐃Bullish

CoStar Group Counters Activist Pressure with Bold Governance Overhaul and Homes.com Momentum

Appointed three new independent directors, including two from D.E. Shaw and Third Point recommendations, plus a new independent board chair to sharpen oversight.
Formed a Capital Allocation Committee and accelerated share repurchases with a fresh $500 million authorization, prioritizing shareholder returns amid strategy review.
Homes.com report shows median U.S. home prices rising 1.3% to $374,900 in January 2026, highlighting renewed buyer momentum in a stabilizing market.

Sentiment:

🐃Bullish

Investment Analysis

MongoDB

MDB

Pros

MongoDB has demonstrated strong revenue growth, reaching $2.01 billion in 2024 with a 19.22% increase year-over-year.
It offers a leading multi-cloud database platform with differentiated products like MongoDB Atlas and Enterprise Advanced supporting hybrid deployments.
Analyst sentiment is predominantly positive, with a strong buy consensus and an average 12-month target near current prices, reflecting confidence in its growth potential.

Considerations

The company remains unprofitable with a net loss of $78.62 million trailing twelve months, reflecting ongoing investment and margin pressure.
MongoDB’s stock price has shown volatility and mixed forecast predictions, with some models projecting notable price declines beyond 2025.
Leadership transition risks exist as the CEO Dev Ittycheria is stepping down, introducing uncertainty around future strategic direction.

CoStar Group

CSGP

Pros

CoStar Group dominates the commercial real estate data and analytics market, benefiting from high barriers to entry and recurring subscription revenues.
The company has expanded its product offerings and geographic footprint, driving steady revenue growth supported by digital transformation trends in real estate.
Strong balance sheet with healthy cash flow generation enables investments in technology and potential acquisitions to sustain competitive advantage.

Considerations

CoStar Group’s exposure to commercial real estate markets subjects it to economic cycles and fluctuations in property sector demand.
Recent macroeconomic challenges and regulatory scrutiny in the real estate sector could pressure CoStar’s growth trajectory and margins.
Valuation levels remain elevated relative to earnings, reflecting high expectations that could limit upside if growth slows or risks materialise.

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