Verisk vs CoStar Group
Verisk Analytics supplies data analytics and risk assessment tools to insurers and energy companies through a largely subscription-based model, while CoStar Group dominates commercial real estate information and marketplace services with an aggressive growth-by-acquisition and platform-building strategy. Both companies monetize proprietary data sets that customers can't easily replicate internally. Verisk vs CoStar Group compares retention rates, EBITDA margins, and which data platform's reinvestment strategy will compound intrinsic value faster over the coming decade.
Verisk Analytics supplies data analytics and risk assessment tools to insurers and energy companies through a largely subscription-based model, while CoStar Group dominates commercial real estate info...
Why It's Moving
Verisk Analytics Holds Steady as Wall Street Maintains Measured Outlook on Software-as-a-Service Leader
- Analyst consensus remains cautious with a Hold rating from 15 analysts, though 57% of coverage recommends Buy or Strong Buy ratings, indicating underlying confidence in the company's long-term growth trajectory
- Earnings projections show steady expansion with average EPS growth of 10.3% expected in 2026 following 5.1% growth in 2025, supporting the thesis that operational improvements are offsetting market headwinds
- Recent price target maintenance by major firms like Morgan Stanley suggests analysts are comfortable with current valuations despite macro uncertainty, with targets ranging from $220 to $335 across the analyst base
CoStar Group Sparks Rally with Bold 2026 Outlook and $1.5B Buyback, Fueling Analyst Upside Calls.
- 2026 outlook highlights expected EPS growth to $1.34 on average, rebounding from 2025's dip and underscoring resilient demand for real estate analytics.
- $1.5B buyback authorization demonstrates strong cash flow commitment to boosting shareholder value during sector headwinds.
- Analysts maintain 'Moderate Buy' consensus with targets implying substantial upside, driven by the company's history of beating earnings estimates in recent quarters.
Verisk Analytics Holds Steady as Wall Street Maintains Measured Outlook on Software-as-a-Service Leader
- Analyst consensus remains cautious with a Hold rating from 15 analysts, though 57% of coverage recommends Buy or Strong Buy ratings, indicating underlying confidence in the company's long-term growth trajectory
- Earnings projections show steady expansion with average EPS growth of 10.3% expected in 2026 following 5.1% growth in 2025, supporting the thesis that operational improvements are offsetting market headwinds
- Recent price target maintenance by major firms like Morgan Stanley suggests analysts are comfortable with current valuations despite macro uncertainty, with targets ranging from $220 to $335 across the analyst base
CoStar Group Sparks Rally with Bold 2026 Outlook and $1.5B Buyback, Fueling Analyst Upside Calls.
- 2026 outlook highlights expected EPS growth to $1.34 on average, rebounding from 2025's dip and underscoring resilient demand for real estate analytics.
- $1.5B buyback authorization demonstrates strong cash flow commitment to boosting shareholder value during sector headwinds.
- Analysts maintain 'Moderate Buy' consensus with targets implying substantial upside, driven by the company's history of beating earnings estimates in recent quarters.
Investment Analysis
Verisk
VRSK
Pros
- Verisk Analytics has demonstrated consistent revenue growth with a 7.60% increase year-over-year, reaching nearly $3 billion in the last twelve months.
- The company has a strong profit margin with a net income of $921.5 million and EPS of 6.54, supported by a robust subscription-based business model.
- Verisk leverages advanced AI and cloud-based analytics solutions with a strategic focus on expanding its Life and International segments through M&A and product innovation.
Considerations
- Verisk recently cut its full-year 2025 sales guidance below estimates, indicating short-term growth challenges and potential execution risks.
- Its valuation multiples are elevated relative to peers, with a P/E ratio around 33 and price-to-book exceeding 100 times, suggesting stretched valuation concerns.
- The company operates in a competitive market with cyclicality related to insurance industry trends and macroeconomic factors that may pressure demand.
CoStar Group
CSGP
Pros
- CoStar Group holds a strong market position in commercial real estate analytics with a broad dataset and technology platform driving competitive advantage.
- The company benefits from growth in commercial real estate data demand, supported by its proprietary data and AI-enhanced insights for leasing and sales activities.
- CoStar has shown resilience and positive price performance over the past year, reflecting market confidence in its business model and sector exposure.
Considerations
- CoStar Group faces risks from macroeconomic pressures impacting the commercial real estate market, such as interest rate fluctuations and economic slowdowns.
- The company's valuation is relatively high, reflecting investors’ expectations but increasing exposure to market corrections if growth slows.
- Execution risks exist around integrating acquisitions and expanding its global footprint amidst growing competition in real estate technology services.
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Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is estimated to report its next earnings on May 6, 2026, covering Q1 2026 results. The company has not yet officially confirmed this date, but the estimate is based on historical earnings release patterns. Analysts are currently projecting earnings per share of approximately $1.76 to $1.83 for the quarter. This earnings announcement will include a conference call where management will discuss financial performance and forward guidance.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings date is estimated between April 22 and April 29, 2026, based on historical patterns following the Q4 2025 release on February 24, 2026. This report will cover Q1 2026 results. The company has not yet announced a specific date.
Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is estimated to report its next earnings on May 6, 2026, covering Q1 2026 results. The company has not yet officially confirmed this date, but the estimate is based on historical earnings release patterns. Analysts are currently projecting earnings per share of approximately $1.76 to $1.83 for the quarter. This earnings announcement will include a conference call where management will discuss financial performance and forward guidance.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings date is estimated between April 22 and April 29, 2026, based on historical patterns following the Q4 2025 release on February 24, 2026. This report will cover Q1 2026 results. The company has not yet announced a specific date.
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These companies own the critical information that powers modern business and innovation. Like digital landlords, they lease access to invaluable data streams that others simply can't replicate, creating powerful competitive advantages and consistent revenue streams.
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketBuy VRSK or CSGP in Nemo
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