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's Investor Day Sparks Optimism with Robust 2026 Growth Targets and Aggressive Shareholder Returns
- Reiterated 6-8% organic constant currency revenue growth and 7-10% adjusted EBITDA growth, signaling durable expansion through proprietary data and tech innovation.
- Set specific 2026 guidance with revenue projected at $3.19-$3.24 billion and adjusted EPS at $7.45-$7.75, highlighting operational leverage.
- Boosted share repurchase authorization to $2.5 billion and committed to ≥75% free cash flow returns, reinforcing shareholder-friendly capital discipline.
CoStar Group Stock Gains on Insider Buying and Solid 2026 Guidance Amid Institutional Interest
- Dimensional Fund Advisors increased its holdings in CSGP, reflecting institutional belief in the company's undervaluation and long-term potential.
- CEO insider buying of 55,720 shares drove a 2.75% stock rise, countering a prior weekly dip and underscoring leadership's optimism on core operations.
- CoStar raised its 2026 outlook with EBITDA targeting $740-800 million—up 83%—fueled by $300 million in homes.com loss reductions and 15% revenue compounding through 2028.
Verisk's Investor Day Sparks Optimism with Robust 2026 Growth Targets and Aggressive Shareholder Returns
- Reiterated 6-8% organic constant currency revenue growth and 7-10% adjusted EBITDA growth, signaling durable expansion through proprietary data and tech innovation.
- Set specific 2026 guidance with revenue projected at $3.19-$3.24 billion and adjusted EPS at $7.45-$7.75, highlighting operational leverage.
- Boosted share repurchase authorization to $2.5 billion and committed to ≥75% free cash flow returns, reinforcing shareholder-friendly capital discipline.
CoStar Group Stock Gains on Insider Buying and Solid 2026 Guidance Amid Institutional Interest
- Dimensional Fund Advisors increased its holdings in CSGP, reflecting institutional belief in the company's undervaluation and long-term potential.
- CEO insider buying of 55,720 shares drove a 2.75% stock rise, countering a prior weekly dip and underscoring leadership's optimism on core operations.
- CoStar raised its 2026 outlook with EBITDA targeting $740-800 million—up 83%—fueled by $300 million in homes.com loss reductions and 15% revenue compounding through 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.
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Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is estimated to report its next earnings between April 30 and May 7, 2026, with several sources converging on May 5 or May 6, 2026, following the company's historical pattern after the Q4 2025 release on February 18, 2026. This upcoming report will cover Q1 2026 financial results. Investors should monitor for an official announcement, as the date remains projected.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings date is estimated for April 28, 2026, covering the first quarter of 2026. This projection aligns with the company's historical late-April reporting pattern for Q1 results. Official confirmation is pending, with estimates ranging from late April to early May.
Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is estimated to report its next earnings between April 30 and May 7, 2026, with several sources converging on May 5 or May 6, 2026, following the company's historical pattern after the Q4 2025 release on February 18, 2026. This upcoming report will cover Q1 2026 financial results. Investors should monitor for an official announcement, as the date remains projected.
CoStar Group (CSGP) Next Earnings Date
CoStar Group's next earnings date is estimated for April 28, 2026, covering the first quarter of 2026. This projection aligns with the company's historical late-April reporting pattern for Q1 results. Official confirmation is pending, with estimates ranging from late April to early May.
Which Baskets Do They Appear In?
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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 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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