Verisk vs CoStar Group
This page compares Verisk Analytics, Inc. and CoStar Group Inc. across business models, financial performance, and market context, providing a neutral, accessible overview of how each company operates and positions itself in the market. Educational content, not financial advice.
This page compares Verisk Analytics, Inc. and CoStar Group Inc. across business models, financial performance, and market context, providing a neutral, accessible overview of how each company operates...
Why It's Moving
Verisk Analytics draws fresh institutional interest amid Q3 earnings mix and upbeat FY2025 guidance.
- Natixis bought 32,955 VRSK shares this week, highlighting institutional optimism in the face of mixed Q3 results[1].
- Q3 EPS beat estimates at $1.72 versus $1.70 expected, though revenue of $768.3M fell short; FY2025 guidance of $6.80–$7.00 tops analyst consensus of $6.63, underscoring resilient growth outlook[1][4].
- Quarterly dividend hiked to $0.45 per share (payable Dec 31), affirming commitment to shareholder returns with a sustainable 27% payout ratio amid steady 5.9% revenue growth[1].
CoStar Group's shares dip amid share price weakness, but analysts spotlight undervaluation and robust growth ahead.
- Quantum Capital Management sold 23.5% of its CSGP stake in Q2, part of ongoing institutional adjustments, while smaller funds initiated positions.
- Recent analysis pegs CSGP as 26% undervalued at $68 closing price versus $91.94 fair value, banking on 16.9% annual revenue growth and margins surging to 18.6% in three years via Homes.com expansion.
- November reports show strengthening national home price appreciation and multifamily rent growth, bolstering CoStar's core data services amid a softening stock performance.
Verisk Analytics draws fresh institutional interest amid Q3 earnings mix and upbeat FY2025 guidance.
- Natixis bought 32,955 VRSK shares this week, highlighting institutional optimism in the face of mixed Q3 results[1].
- Q3 EPS beat estimates at $1.72 versus $1.70 expected, though revenue of $768.3M fell short; FY2025 guidance of $6.80–$7.00 tops analyst consensus of $6.63, underscoring resilient growth outlook[1][4].
- Quarterly dividend hiked to $0.45 per share (payable Dec 31), affirming commitment to shareholder returns with a sustainable 27% payout ratio amid steady 5.9% revenue growth[1].
CoStar Group's shares dip amid share price weakness, but analysts spotlight undervaluation and robust growth ahead.
- Quantum Capital Management sold 23.5% of its CSGP stake in Q2, part of ongoing institutional adjustments, while smaller funds initiated positions.
- Recent analysis pegs CSGP as 26% undervalued at $68 closing price versus $91.94 fair value, banking on 16.9% annual revenue growth and margins surging to 18.6% in three years via Homes.com expansion.
- November reports show strengthening national home price appreciation and multifamily rent growth, bolstering CoStar's core data services amid a softening stock performance.
Which Baskets Do They Appear In?
Trust In Numbers: The Private Data Advantage
The firing of the U.S. Labor Statistics chief has undermined trust in the integrity of government economic reporting. This creates a potential shift towards private data and analytics firms as more reliable sources of crucial market information.
Published: August 3, 2025
Explore BasketData Landlords
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.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Trust In Numbers: The Private Data Advantage
The firing of the U.S. Labor Statistics chief has undermined trust in the integrity of government economic reporting. This creates a potential shift towards private data and analytics firms as more reliable sources of crucial market information.
Published: August 3, 2025
Explore BasketData Landlords
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.
Published: June 17, 2025
Explore BasketInvestment 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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