CoStar Group vs Vodafone

CoStar Group and Vodafone compare their business models, financial performance, and market context in this page, presented in a neutral and accessible style to help readers understand each company's position. The content discusses strategic approaches, competitive landscape, and contextual factors without endorsements or speculation. Educational content, not financial advice.

CoStar Group and Vodafone compare their business models, financial performance, and market context in this page, presented in a neutral and accessible style to help readers understand each company's p...

Comparison Snapshot

Key Financial Metrics

CSGP

Metric

VOD

$27.05B

Market Cap

$31.78B

31.28%

Potential Profit

-11.92%

Buy

Analyst Rating

Sell

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

Vodafone Powers Ahead with Stellar H1 Results and Upped Guidance

Adjusted EBITDAaL surged 6.8% organically, underscoring operational efficiencies and strategic wins like the rapid Vodafone-Three network integration boosting customer satisfaction.
AI-powered SuperTobi assistant now live across Europe, hitting 70% resolution rates and driving service improvements in key markets.
Ongoing €500M share buyback and new dividend growth reflect management's faith in multi-year cash flow expansion and 5G rollout ambitions.

Sentiment:

🐃Bullish

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

Vodafone Powers Ahead with Stellar H1 Results and Upped Guidance

Adjusted EBITDAaL surged 6.8% organically, underscoring operational efficiencies and strategic wins like the rapid Vodafone-Three network integration boosting customer satisfaction.
AI-powered SuperTobi assistant now live across Europe, hitting 70% resolution rates and driving service improvements in key markets.
Ongoing €500M share buyback and new dividend growth reflect management's faith in multi-year cash flow expansion and 5G rollout ambitions.

Sentiment:

🐃Bullish

Investment Analysis

CoStar Group

CSGP

Pros

CoStar Group has strong revenue growth projections with Q4 2025 revenue guidance between $885 million and $895 million, indicating expanding market demand.
The company benefits from a broad suite of real estate information and analytics services, including multiple digital marketplaces serving diverse customer segments globally.
Analysts maintain a mostly positive outlook with a consensus 'Buy' rating and an average price target suggesting over 20% potential upside in the next year.

Considerations

CoStar Group's valuation is elevated, with a price-to-sales ratio far above the industry average, potentially limiting margin for valuation errors.
The company’s profitability metrics, such as normalized return on assets and equity, are relatively low compared to peers, reflecting efficiency challenges.
Guidance slightly missed consensus estimates for Q4 and full year EPS, indicating potential execution risks or macroeconomic headwinds impacting earnings.

Vodafone

VOD

Pros

Vodafone is a globally diversified telecommunications operator with strong market positions in Europe and emerging markets, supporting stable revenue streams.
The company has been actively investing in 5G infrastructure, positioning itself for future growth in data services and digital transformation.
Vodafone's financial profile includes significant scale and cash flow generation capacity supporting ongoing investment and shareholder returns.

Considerations

Vodafone faces regulatory and competitive pressures in multiple markets, which could constrain margin expansion and growth prospects.
The company is exposed to macroeconomic factors and currency fluctuations, particularly affecting its operations in emerging markets.
Debt levels remain elevated relative to peers, which could limit financial flexibility amid rising interest rate environments.

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.

Vodafone (VOD)

Vodafone Group plc (VOD) is a large, multinational telecommunications operator providing mobile, fixed-line, broadband, enterprise and Internet-of-Things services across Europe, Africa and other markets. With a market capitalisation of about US$27.7bn, Vodafone combines consumer-facing mobile services with business solutions and network infrastructure investments such as 5G and fibre rollouts. Investors should note its exposure to regulatory environments, currency fluctuations and competitive pricing pressure in key markets. The business is capital intensive and carries meaningful debt and pension obligations, which can affect cash flow and dividend capacity. Recent strategic priorities have included network modernisation, simplifying operations and monetising towers and other assets. For investors, Vodafone can offer exposure to structural telecom demand and digital services, but returns can vary and are neither certain nor guaranteed. This summary is for educational purposes only and is not personalised investment advice; suitability depends on individual circumstances.

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.

Vodafone (VOD) Next Earnings Date

Vodafone Group's next earnings date is projected for February 5, 2026, covering the Q3 fiscal 2026 period. This follows the Q2 2026 results released on November 11, 2025, aligning with the company's quarterly reporting cadence observed in recent periods. Investors should monitor official announcements for any adjustments to this schedule.

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.

Vodafone (VOD) Next Earnings Date

Vodafone Group's next earnings date is projected for February 5, 2026, covering the Q3 fiscal 2026 period. This follows the Q2 2026 results released on November 11, 2025, aligning with the company's quarterly reporting cadence observed in recent periods. Investors should monitor official announcements for any adjustments to this schedule.

Which Baskets Do They Appear In?

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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.

Vodafone Powers Ahead with Stellar H1 Results and Upped Guidance

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

Vodafone Powers Ahead with Stellar H1 Results and Upped Guidance