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

$27.05B

Market Cap

$35.08B

32.52%

Potential Profit

-11.75%

Buy

Analyst Rating

Buy

Why It's Moving

CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.

2026 revenue guided at $3.78-$3.82B with net income of $175-$215M, highlighting strong top-line momentum in real estate analytics.
New $1.5B share buyback authorization after completing prior program, underscoring commitment to shareholder returns.
Homes.com investment slashed by over $300M in 2026 versus 2025, with path to positive adjusted EBITDA by 2030 shifting focus from heavy spending to efficiency.

Sentiment:

🌋Volatile

Teradyne dips amid broader market gains as investors eye upcoming earnings and mixed AI momentum.

Stock lagged market after recent session, closing lower despite positive analyst upgrades highlighting AI-driven EPS hikes for 2025-2027.
Upcoming earnings forecast signals strong growth: $969M revenue, up 29%, underscoring UltraFLEXplus platform's role in high-margin AI testing.
Consensus 'Buy' rating from 14 analysts reflects confidence in semiconductor test demand, offsetting softer robotics end-market trends.

Sentiment:

⚖️Neutral

CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.

2026 revenue guided at $3.78-$3.82B with net income of $175-$215M, highlighting strong top-line momentum in real estate analytics.
New $1.5B share buyback authorization after completing prior program, underscoring commitment to shareholder returns.
Homes.com investment slashed by over $300M in 2026 versus 2025, with path to positive adjusted EBITDA by 2030 shifting focus from heavy spending to efficiency.

Sentiment:

🌋Volatile

Teradyne dips amid broader market gains as investors eye upcoming earnings and mixed AI momentum.

Stock lagged market after recent session, closing lower despite positive analyst upgrades highlighting AI-driven EPS hikes for 2025-2027.
Upcoming earnings forecast signals strong growth: $969M revenue, up 29%, underscoring UltraFLEXplus platform's role in high-margin AI testing.
Consensus 'Buy' rating from 14 analysts reflects confidence in semiconductor test demand, offsetting softer robotics end-market trends.

Sentiment:

⚖️Neutral

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.

About The Companies

CoStar Group (CSGP)

CoStar Group Inc. (CSGP) is a leading provider of commercial real-estate information, analytics and online marketplaces. The company collects property data, offers subscription-based research and powers listing platforms such as LoopNet and Apartments.com, serving brokers, landlords, investors and occupiers. Its business is driven by recurring revenue from software-as-a-service and marketplace listings, which can create durable margins but also makes performance sensitive to commercial property market cycles. With a market capitalisation of about $32.56B, CoStar has invested heavily in data acquisition and technology to build scale and network effects. Investors should note the potential for steady cash generation alongside historically high valuation multiples, and recognise risks including cyclical demand for commercial space, competitive threats, and the challenge of maintaining data quality. This is general educational information and not personal advice; outcomes can vary and capital is at risk.

Teradyne (TER)

Teradyne Inc (TER) supplies automatic test equipment for semiconductors and system-level testing, and has expanded into industrial automation through collaborative robots and mobile robots. Investors should note the company is tied closely to semiconductor capital expenditure cycles and the broader demand for connected devices, 5G, AI acceleration and automotive electrification, which drive test equipment orders. Teradyne benefits from high-tech product complexity, recurring aftermarket support and a mix of hardware and services, but faces competition, execution and supply-chain risks. Financial performance can be cyclical and sensitive to global economic conditions. This summary is for general educational purposes only, not personalised investment advice; suitability depends on your circumstances and you should consider seeking independent financial advice.

CoStar Group (CSGP) Next Earnings Date

CoStar Group (CSGP) next earnings date is estimated for Tuesday, February 17, 2026, following the company's historical late-February reporting pattern for year-end results. This release will cover the Q4 2025 period, with most sources converging on mid-February though some project dates up to February 23. The date remains unconfirmed by the company as of now.

Teradyne (TER) Next Earnings Date

Teradyne (TER) is scheduled to report its next earnings on February 2, 2026, covering the Q4 2025 period. This date aligns with consensus estimates from multiple analyst sources, following the company's typical late-January or early-February pattern for fiscal year-end releases. The earnings conference call is expected shortly thereafter.

CoStar Group (CSGP) Next Earnings Date

CoStar Group (CSGP) next earnings date is estimated for Tuesday, February 17, 2026, following the company's historical late-February reporting pattern for year-end results. This release will cover the Q4 2025 period, with most sources converging on mid-February though some project dates up to February 23. The date remains unconfirmed by the company as of now.

Teradyne (TER) Next Earnings Date

Teradyne (TER) is scheduled to report its next earnings on February 2, 2026, covering the Q4 2025 period. This date aligns with consensus estimates from multiple analyst sources, following the company's typical late-January or early-February pattern for fiscal year-end releases. The earnings conference call is expected shortly thereafter.

Which Baskets Do They Appear In?

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The Federal Trade Commission is suing Zillow and Redfin, alleging their rental listing deal violates antitrust laws. This legal challenge could disrupt the online real estate market, creating opportunities for competing platforms to capture market share.

Published: October 1, 2025

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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

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Data 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 Basket

Which Baskets Do They Appear In?

Zillow Redfin Competitors | Market Disruption

The Federal Trade Commission is suing Zillow and Redfin, alleging their rental listing deal violates antitrust laws. This legal challenge could disrupt the online real estate market, creating opportunities for competing platforms to capture market share.

Published: October 1, 2025

Explore Basket

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 Basket

Data 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 Basket

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Comparison Snapshot

Why It's Moving

CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.

Teradyne dips amid broader market gains as investors eye upcoming earnings and mixed AI momentum.

CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.

Teradyne dips amid broader market gains as investors eye upcoming earnings and mixed AI momentum.