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 October 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
Verisk Gains Momentum as Analysts Upgrade to Buy and AI Integration Expands
- Verisk was upgraded to a Zacks Rank #2 (Buy) on September 29, reflecting growing analyst confidence in the company's long-term earnings trajectory.
- The company announced it will release fiscal third-quarter results on November 5, 2026, setting a key catalyst for near-term market sentiment.
- A new partnership with Truepic integrates verified visual evidence into Verisk's ClaimSearch workflow, addressing rising insurer needs for fraud detection amid increasing AI-generated media.
CoStar Group Sets Q3 Earnings Date as Canadian Brokerage Adoption Hits 100%
- Management confirmed that Q3 2026 earnings will be released after market close on October 27, followed by a conference call at 5:00 PM EDT to discuss outlooks.
- The company announced that all major commercial real estate brokerage firms in Canada have subscribed to CoStar’s data and analytics services, signaling deep penetration in the Canadian market.
- Data from Apartments.com showed U.S. national average apartment rents fell -0.08% to $1,752 in September, ending nine consecutive months of positive or flat growth.
Verisk Gains Momentum as Analysts Upgrade to Buy and AI Integration Expands
- Verisk was upgraded to a Zacks Rank #2 (Buy) on September 29, reflecting growing analyst confidence in the company's long-term earnings trajectory.
- The company announced it will release fiscal third-quarter results on November 5, 2026, setting a key catalyst for near-term market sentiment.
- A new partnership with Truepic integrates verified visual evidence into Verisk's ClaimSearch workflow, addressing rising insurer needs for fraud detection amid increasing AI-generated media.
CoStar Group Sets Q3 Earnings Date as Canadian Brokerage Adoption Hits 100%
- Management confirmed that Q3 2026 earnings will be released after market close on October 27, followed by a conference call at 5:00 PM EDT to discuss outlooks.
- The company announced that all major commercial real estate brokerage firms in Canada have subscribed to CoStar’s data and analytics services, signaling deep penetration in the Canadian market.
- Data from Apartments.com showed U.S. national average apartment rents fell -0.08% to $1,752 in September, ending nine consecutive months of positive or flat growth.
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
Verisk Analytics has not yet confirmed a specific date for its next earnings release. Based on the historical reporting pattern, which typically follows a quarterly cycle with reports occurring approximately three months after the previous announcement, the next report is expected in late October 2026. This upcoming disclosure will likely cover the company's third-quarter fiscal results. Investors should monitor official announcements for the precise scheduling of this event.
CoStar Group (CSGP) Next Earnings Date
No confirmed upcoming earnings date has been announced for CSGP as of today. Based on the company's historical reporting pattern, which typically follows a three-month cycle after the previous report, the next release is expected in late October 2026. This anticipated report will cover the third quarter of fiscal year 2026. Investors should monitor official channels for the precise scheduling confirmation.
Verisk (VRSK) Next Earnings Date
Verisk Analytics has not yet confirmed a specific date for its next earnings release. Based on the historical reporting pattern, which typically follows a quarterly cycle with reports occurring approximately three months after the previous announcement, the next report is expected in late October 2026. This upcoming disclosure will likely cover the company's third-quarter fiscal results. Investors should monitor official announcements for the precise scheduling of this event.
CoStar Group (CSGP) Next Earnings Date
No confirmed upcoming earnings date has been announced for CSGP as of today. Based on the company's historical reporting pattern, which typically follows a three-month cycle after the previous report, the next release is expected in late October 2026. This anticipated report will cover the third quarter of fiscal year 2026. Investors should monitor official channels for the precise scheduling confirmation.
Buy VRSK or CSGP in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
