Verisk vs CoStar Group
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
Analysts Eye +18% VRSK Upside on Robust Earnings Momentum and Sector Tailwinds
- Verisk crushed consensus EPS estimates in each of the last four quarters, underscoring its reliable execution and deepening client reliance on its data analytics for risk management.
- Analysts project 4.4% EPS growth to $6.93 for fiscal 2025, fueled by rising demand for Verisk's AI-driven solutions amid volatile insurance markets.
- Broader sector strength in insurtech is amplifying optimism, as peers report surging adoption of predictive analytics to tackle climate and cyber risks.
CoStar Group Sparks Optimism with 2026 Guidance Signaling Massive Margin Expansion and Homes.com Turnaround
- Citizens trimmed its price target to $78 from $100 but held Market Outperform, reflecting confidence in the improved 2026 path despite a weekly share dip.
- New $1.5 billion stock buyback program signals management's belief in undervaluation, aiming to boost shareholder value amid activist pressures.
- Homes.com losses set to shrink dramatically by $300 million in 2026, paving the way for platform-wide profitability and EBITDA hitting $1.25 billion by 2028.
Analysts Eye +18% VRSK Upside on Robust Earnings Momentum and Sector Tailwinds
- Verisk crushed consensus EPS estimates in each of the last four quarters, underscoring its reliable execution and deepening client reliance on its data analytics for risk management.
- Analysts project 4.4% EPS growth to $6.93 for fiscal 2025, fueled by rising demand for Verisk's AI-driven solutions amid volatile insurance markets.
- Broader sector strength in insurtech is amplifying optimism, as peers report surging adoption of predictive analytics to tackle climate and cyber risks.
CoStar Group Sparks Optimism with 2026 Guidance Signaling Massive Margin Expansion and Homes.com Turnaround
- Citizens trimmed its price target to $78 from $100 but held Market Outperform, reflecting confidence in the improved 2026 path despite a weekly share dip.
- New $1.5 billion stock buyback program signals management's belief in undervaluation, aiming to boost shareholder value amid activist pressures.
- Homes.com losses set to shrink dramatically by $300 million in 2026, paving the way for platform-wide profitability and EBITDA hitting $1.25 billion by 2028.
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 (VRSK) is scheduled to report its Q1 2026 earnings on April 29, 2026, before the market opens. This release will cover the fiscal first quarter ended March 31, 2026, with a conference call at 8:30 a.m. ET. Investors should monitor the company's investor relations website for the press release and financial details.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings release is scheduled for April 28, 2026, after market close, covering the first quarter of 2026 results. Management will host a conference call at 5:00 PM EDT to discuss the quarter and outlook. This follows their prior Q4 2025 report on February 24, 2026, aligning with historical patterns.
Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is scheduled to report its Q1 2026 earnings on April 29, 2026, before the market opens. This release will cover the fiscal first quarter ended March 31, 2026, with a conference call at 8:30 a.m. ET. Investors should monitor the company's investor relations website for the press release and financial details.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings release is scheduled for April 28, 2026, after market close, covering the first quarter of 2026 results. Management will host a conference call at 5:00 PM EDT to discuss the quarter and outlook. This follows their prior Q4 2025 report on February 24, 2026, aligning with historical patterns.
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