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 eyes Q4 earnings spotlight amid strategic sale and AI momentum.
- Sold Marketing Solutions to ActiveProspect on January 8, streamlining operations toward high-margin insurance data and analytics.
- High options activity signals trader bets on volatility ahead of earnings, reflecting uncertainty mixed with growth expectations.
- Recent integrations like KYND for cyber risk and AI launches such as Commercial GenAI Underwriting Assistant enhance client decision-making speed.
CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.
- 2026 revenue guided at $3.78-$3.82B with net income of $175-$215M, highlighting strong top-line momentum in real estate analytics.
- New $1.5B share buyback authorization after completing prior program, underscoring commitment to shareholder returns.
- Homes.com investment slashed by over $300M in 2026 versus 2025, with path to positive adjusted EBITDA by 2030 shifting focus from heavy spending to efficiency.
Verisk Analytics eyes Q4 earnings spotlight amid strategic sale and AI momentum.
- Sold Marketing Solutions to ActiveProspect on January 8, streamlining operations toward high-margin insurance data and analytics.
- High options activity signals trader bets on volatility ahead of earnings, reflecting uncertainty mixed with growth expectations.
- Recent integrations like KYND for cyber risk and AI launches such as Commercial GenAI Underwriting Assistant enhance client decision-making speed.
CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.
- 2026 revenue guided at $3.78-$3.82B with net income of $175-$215M, highlighting strong top-line momentum in real estate analytics.
- New $1.5B share buyback authorization after completing prior program, underscoring commitment to shareholder returns.
- Homes.com investment slashed by over $300M in 2026 versus 2025, with path to positive adjusted EBITDA by 2030 shifting focus from heavy spending to efficiency.
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 expected to report its next earnings on February 25, 2026. This release will cover the fourth quarter of fiscal year 2025, aligning with the company's historical late-February pattern for Q4 results. Multiple analyst estimates confirm this date, though it remains subject to official confirmation.
CoStar Group (CSGP) Next Earnings Date
CoStar Group (CSGP) next earnings date is estimated for Tuesday, February 17, 2026, following the company's historical late-February reporting pattern for year-end results. This release will cover the Q4 2025 period, with most sources converging on mid-February though some project dates up to February 23. The date remains unconfirmed by the company as of now.
Verisk (VRSK) Next Earnings Date
Verisk Analytics (VRSK) is expected to report its next earnings on February 25, 2026. This release will cover the fourth quarter of fiscal year 2025, aligning with the company's historical late-February pattern for Q4 results. Multiple analyst estimates confirm this date, though it remains subject to official confirmation.
CoStar Group (CSGP) Next Earnings Date
CoStar Group (CSGP) next earnings date is estimated for Tuesday, February 17, 2026, following the company's historical late-February reporting pattern for year-end results. This release will cover the Q4 2025 period, with most sources converging on mid-February though some project dates up to February 23. The date remains unconfirmed by the company as of now.
Which 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 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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