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 Bounces Back With $1.5B Buyback, Signaling Management Confidence in Stock Value
- Verisk entered into accelerated share repurchase (ASR) agreements with HSBC and Wells Fargo to repurchase $1.5 billion of common stock, with approximately 7 million shares to be delivered at inception and final settlement expected by Q3 2026
- The buyback follows a February 2026 announcement of a $2.5 billion share repurchase authorization (10.1% of outstanding shares) and a 12.5% dividend increase to $0.50 per share, demonstrating management's conviction in the stock despite recent margin pressures
- Q4 2025 results showed 5.5% revenue growth to $779 million offset by a 10.98% drop in net income, but analyst price targets range from $237 to $275, suggesting meaningful upside potential for long-term investors
CoStar CEO's $25M Stock Purchase Signals Confidence Amid Activist Pressure and Valuation Reset
- CEO purchased nearly $25 million worth of CSGP stock, a vote of confidence that typically signals management believes shares are undervalued at current levels
- The stock has come under pressure from activist campaigns and disappointing Q1 2026 earnings guidance, despite beating Q4 estimates and delivering 83% adjusted EBITDA growth in 2025
- Jefferies upgraded CoStar to Buy in late February with a $67 price target, citing strong long-term growth prospects including potential for adjusted EBITDA to triple to $2.4 billion by 2030
Verisk Analytics Bounces Back With $1.5B Buyback, Signaling Management Confidence in Stock Value
- Verisk entered into accelerated share repurchase (ASR) agreements with HSBC and Wells Fargo to repurchase $1.5 billion of common stock, with approximately 7 million shares to be delivered at inception and final settlement expected by Q3 2026
- The buyback follows a February 2026 announcement of a $2.5 billion share repurchase authorization (10.1% of outstanding shares) and a 12.5% dividend increase to $0.50 per share, demonstrating management's conviction in the stock despite recent margin pressures
- Q4 2025 results showed 5.5% revenue growth to $779 million offset by a 10.98% drop in net income, but analyst price targets range from $237 to $275, suggesting meaningful upside potential for long-term investors
CoStar CEO's $25M Stock Purchase Signals Confidence Amid Activist Pressure and Valuation Reset
- CEO purchased nearly $25 million worth of CSGP stock, a vote of confidence that typically signals management believes shares are undervalued at current levels
- The stock has come under pressure from activist campaigns and disappointing Q1 2026 earnings guidance, despite beating Q4 estimates and delivering 83% adjusted EBITDA growth in 2025
- Jefferies upgraded CoStar to Buy in late February with a $67 price target, citing strong long-term growth prospects including potential for adjusted EBITDA to triple to $2.4 billion by 2030
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.
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Verisk (VRSK) Next Earnings Date
Verisk Analytics is estimated to announce its next earnings report on May 6, 2026, which will cover first quarter 2026 results. The company has not yet officially confirmed this date, but the estimate is based on the firm's historical earnings release patterns. Analysts are projecting earnings per share of approximately $1.76 to $1.80 for the quarter. This earnings announcement will follow the company's strong Q4 2025 performance, when it beat consensus estimates by 14.47%.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings report is scheduled for April 28, 2026, with some sources indicating May 5, 2026 as an alternative date based on historical reporting patterns. This earnings announcement will cover the company's Q1 2026 financial results. Analysts are projecting earnings per share of approximately $0.16 to $0.18 for the quarter. The earnings call will provide management's discussion of financial performance and outlook for the remainder of the fiscal year.
Verisk (VRSK) Next Earnings Date
Verisk Analytics is estimated to announce its next earnings report on May 6, 2026, which will cover first quarter 2026 results. The company has not yet officially confirmed this date, but the estimate is based on the firm's historical earnings release patterns. Analysts are projecting earnings per share of approximately $1.76 to $1.80 for the quarter. This earnings announcement will follow the company's strong Q4 2025 performance, when it beat consensus estimates by 14.47%.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings report is scheduled for April 28, 2026, with some sources indicating May 5, 2026 as an alternative date based on historical reporting patterns. This earnings announcement will cover the company's Q1 2026 financial results. Analysts are projecting earnings per share of approximately $0.16 to $0.18 for the quarter. The earnings call will provide management's discussion of financial performance and outlook for the remainder of the fiscal year.
Which Baskets Do They Appear In?
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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 BasketBuy VRSK or CSGP in Nemo
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