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
Wall Street Zen upgrades Verisk Analytics to Hold amid mixed analyst views and upcoming earnings spotlight.
- Wall Street Zen upgraded VRSK from Sell to Hold, countering prevailing weak sentiment signals and testing resistance near $218.
- Insiders active: CAO David Grover granted 252 RSUs, 991 PSUs settled, and 1,160 stock options on January 14-15; CFO Elizabeth Mann received similar equity awards.
- Institutional moves split—iA Global sold 39.9% of stake, while Y Intercept Hong Kong and Goldman Sachs fund added shares—90% institutional ownership underscores stake.
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.
Wall Street Zen upgrades Verisk Analytics to Hold amid mixed analyst views and upcoming earnings spotlight.
- Wall Street Zen upgraded VRSK from Sell to Hold, countering prevailing weak sentiment signals and testing resistance near $218.
- Insiders active: CAO David Grover granted 252 RSUs, 991 PSUs settled, and 1,160 stock options on January 14-15; CFO Elizabeth Mann received similar equity awards.
- Institutional moves split—iA Global sold 39.9% of stake, while Y Intercept Hong Kong and Goldman Sachs fund added shares—90% institutional ownership underscores stake.
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.
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 (VRSK) is scheduled to report its next earnings on February 18, 2026, before the market opens. This release will cover the fiscal fourth quarter and full-year 2025 results, ending December 31, 2025. A conference call webcast is set for 8:30 a.m. ET following the announcement.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings date is estimated for Tuesday, February 17, 2026, covering the Q4 2025 results. This date is based on the company's historical reporting patterns, as no official confirmation has been issued yet. Investors should monitor for any updates from the company.
Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is scheduled to report its next earnings on February 18, 2026, before the market opens. This release will cover the fiscal fourth quarter and full-year 2025 results, ending December 31, 2025. A conference call webcast is set for 8:30 a.m. ET following the announcement.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings date is estimated for Tuesday, February 17, 2026, covering the Q4 2025 results. This date is based on the company's historical reporting patterns, as no official confirmation has been issued yet. Investors should monitor for any updates from the company.
Which Baskets Do They Appear In?
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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 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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