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

$33.47B

Market Cap

$27.89B

7.84%

Potential Profit

28.36%

Buy

Analyst Rating

Buy

Why It's Moving

MongoDB surges to 52-week highs on analyst upgrades fueled by blowout Q3 earnings and upbeat guidance.

Atlas revenue rocketed 30% year-over-year, comprising 75% of total Q3 revenue, highlighting deepening adoption of MongoDB's cloud services.
Total Q3 revenue hit $628.3 million, up 19% year-over-year and beating estimates, with 2,600 new customers added to reach over 62,500 total.
Analysts from BMO, Citizens, Stifel, and others upgraded targets post-earnings, citing strong FY'26 guidance and CEO CJ Desai's focus on profitable growth.

Sentiment:

🐃Bullish

CoStar Group outlines aggressive 2026 growth targets and $1.5B buyback amid Homes.com investment pivot.

New 2026 guidance forecasts net income of $175-$215 million, highlighting improved profitability margins despite recent share price weakness.
$1.5 billion share buyback follows completion of a prior $500 million program, underscoring commitment to shareholder returns.
Homes.com strategy shifts to reduced net investment—down more than $300 million from 2025—with positive adjusted EBITDA targeted for 2030.

Sentiment:

🐃Bullish

MongoDB surges to 52-week highs on analyst upgrades fueled by blowout Q3 earnings and upbeat guidance.

Atlas revenue rocketed 30% year-over-year, comprising 75% of total Q3 revenue, highlighting deepening adoption of MongoDB's cloud services.
Total Q3 revenue hit $628.3 million, up 19% year-over-year and beating estimates, with 2,600 new customers added to reach over 62,500 total.
Analysts from BMO, Citizens, Stifel, and others upgraded targets post-earnings, citing strong FY'26 guidance and CEO CJ Desai's focus on profitable growth.

Sentiment:

🐃Bullish

CoStar Group outlines aggressive 2026 growth targets and $1.5B buyback amid Homes.com investment pivot.

New 2026 guidance forecasts net income of $175-$215 million, highlighting improved profitability margins despite recent share price weakness.
$1.5 billion share buyback follows completion of a prior $500 million program, underscoring commitment to shareholder returns.
Homes.com strategy shifts to reduced net investment—down more than $300 million from 2025—with positive adjusted EBITDA targeted for 2030.

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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