Verisk vs CoStar Group
Risk data and analytics provider for insurance and energy vs Leading commercial real estate data and marketplace provider. Which is the better buy for your portfolio in August 2026? Plain-English answer below.
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
VRSK Is Drawing Support as Analysts See Room for Steady Upside
- Recent analyst updates point to a modestly higher valuation range, with multiple firms clustering around the low-to-mid $200s, which suggests expectations for steady execution rather than a sharp rerating.
- The strongest support for the stock’s move is the gap between the current share price and consensus targets, implying investors are still pricing in room for earnings resilience and durable subscription-style revenue.
- Broader sentiment remains mixed but constructive, as analysts have largely kept a Hold-to-Buy stance, signaling confidence in Verisk’s business model even without a big near-term catalyst.
CoStar Group is moving on a big gap between near-term spending pressure and analysts’ bullish long-term earnings view.
- Analysts remain broadly constructive on CoStar Group because the stock still screens as significantly undervalued versus where many Wall Street models place it, keeping the name in “catch-up” territory rather than fully priced.
- Recent commentary has focused on margin pressure from aggressive residential spending, but investors appear to be looking past near-term costs and toward the longer-term earnings lift if that investment starts to scale.
- Even after several target cuts earlier this year, the broader analyst tone has stayed positive, suggesting the market is weighing execution risk against a much stronger medium-term profit outlook.
VRSK Is Drawing Support as Analysts See Room for Steady Upside
- Recent analyst updates point to a modestly higher valuation range, with multiple firms clustering around the low-to-mid $200s, which suggests expectations for steady execution rather than a sharp rerating.
- The strongest support for the stock’s move is the gap between the current share price and consensus targets, implying investors are still pricing in room for earnings resilience and durable subscription-style revenue.
- Broader sentiment remains mixed but constructive, as analysts have largely kept a Hold-to-Buy stance, signaling confidence in Verisk’s business model even without a big near-term catalyst.
CoStar Group is moving on a big gap between near-term spending pressure and analysts’ bullish long-term earnings view.
- Analysts remain broadly constructive on CoStar Group because the stock still screens as significantly undervalued versus where many Wall Street models place it, keeping the name in “catch-up” territory rather than fully priced.
- Recent commentary has focused on margin pressure from aggressive residential spending, but investors appear to be looking past near-term costs and toward the longer-term earnings lift if that investment starts to scale.
- Even after several target cuts earlier this year, the broader analyst tone has stayed positive, suggesting the market is weighing execution risk against a much stronger medium-term profit outlook.
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.
Verisk (VRSK) Next Earnings Date
VRSK’s next earnings date is expected on October 28, 2026. Based on the company’s usual reporting cadence, this should cover fiscal third-quarter 2026 results. Some trackers may estimate a late-October to early-November window, but the clearest current consensus points to October 28, 2026.
CoStar Group (CSGP) Next Earnings Date
CoStar Group’s next earnings date is expected on October 27, 2026, based on the company’s historical reporting pattern. The release is expected to cover third-quarter 2026 results. The company has not publicly confirmed the date yet, so this should be treated as an estimate rather than a finalized announcement.
Verisk (VRSK) Next Earnings Date
VRSK’s next earnings date is expected on October 28, 2026. Based on the company’s usual reporting cadence, this should cover fiscal third-quarter 2026 results. Some trackers may estimate a late-October to early-November window, but the clearest current consensus points to October 28, 2026.
CoStar Group (CSGP) Next Earnings Date
CoStar Group’s next earnings date is expected on October 27, 2026, based on the company’s historical reporting pattern. The release is expected to cover third-quarter 2026 results. The company has not publicly confirmed the date yet, so this should be treated as an estimate rather than a finalized announcement.
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