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 August 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 is moving on legal drama, insider selling, and a still-solid earnings backdrop.
- Verisk’s shares have been pressured by a Delaware Chancery Court ruling that revived the company’s previously terminated $2.35 billion AccuLynx acquisition, forcing management back into a deal it had tried to exit and creating fresh legal and strategic uncertainty.
- Recent insider selling, including activity from the CEO and CFO, has added to the negative tone as investors read it as a cautious signal even though the company has continued repurchasing shares.
- Offsetting the legal overhang, Verisk’s second-quarter earnings topped Wall Street expectations and its core data and catastrophe analytics businesses remain active, helping frame the pullback as a dispute-driven move rather than a collapse in fundamentals.
CSGP is moving as investors weigh strong earnings against a softer growth outlook
- CoStar Group’s July 28 earnings beat expectations on adjusted EPS, but investors focused more on the company’s softer revenue outlook and the signal that growth may be slowing after a strong quarter.
- The company’s recent guidance reset kept the spotlight on execution in Homes.com and the broader residential business, where investors are looking for proof that profitability can keep improving after heavy investment.
- A new acquisition and ongoing insider buying have helped steady sentiment, but the stock remains sensitive to whether management can turn top-line momentum into more consistent margin expansion.
Verisk is moving on legal drama, insider selling, and a still-solid earnings backdrop.
- Verisk’s shares have been pressured by a Delaware Chancery Court ruling that revived the company’s previously terminated $2.35 billion AccuLynx acquisition, forcing management back into a deal it had tried to exit and creating fresh legal and strategic uncertainty.
- Recent insider selling, including activity from the CEO and CFO, has added to the negative tone as investors read it as a cautious signal even though the company has continued repurchasing shares.
- Offsetting the legal overhang, Verisk’s second-quarter earnings topped Wall Street expectations and its core data and catastrophe analytics businesses remain active, helping frame the pullback as a dispute-driven move rather than a collapse in fundamentals.
CSGP is moving as investors weigh strong earnings against a softer growth outlook
- CoStar Group’s July 28 earnings beat expectations on adjusted EPS, but investors focused more on the company’s softer revenue outlook and the signal that growth may be slowing after a strong quarter.
- The company’s recent guidance reset kept the spotlight on execution in Homes.com and the broader residential business, where investors are looking for proof that profitability can keep improving after heavy investment.
- A new acquisition and ongoing insider buying have helped steady sentiment, but the stock remains sensitive to whether management can turn top-line momentum into more consistent margin expansion.
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.
next-earnings-date-heading
VRSK’s next earnings date is currently expected around October 28, 2026, based on the company’s post-Q2 reporting schedule. The release should cover fiscal third-quarter 2026 results, ending September 30, 2026. Verisk has not yet confirmed the date publicly, so this remains an estimated timing rather than a finalized announcement.
next-earnings-date-heading
The next earnings date for CSGP is expected on October 27, 2026. This report should cover Q3 2026. The date is consistent with the company’s usual late-October earnings timing, though the company has not always formally confirmed the date in advance.
next-earnings-date-heading
VRSK’s next earnings date is currently expected around October 28, 2026, based on the company’s post-Q2 reporting schedule. The release should cover fiscal third-quarter 2026 results, ending September 30, 2026. Verisk has not yet confirmed the date publicly, so this remains an estimated timing rather than a finalized announcement.
next-earnings-date-heading
The next earnings date for CSGP is expected on October 27, 2026. This report should cover Q3 2026. The date is consistent with the company’s usual late-October earnings timing, though the company has not always formally confirmed the date in advance.
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