MongoDB vs CoStar Group
MongoDB vs CoStar Group: this page compares two industry players to illuminate differences in business models, financial performance, and market context. It presents neutral, accessible information to help readers understand strategy, scope, and competitive landscape without making recommendations. Educational content, not financial advice.
MongoDB vs CoStar Group: this page compares two industry players to illuminate differences in business models, financial performance, and market context. It presents neutral, accessible information to...
Why It's Moving
MongoDB Hits 52-Week High on Post-Earnings Momentum and Analyst Upgrades
- Q3 EPS crushed estimates at $1.32 versus $0.79 expected, with Atlas revenue jumping 30% to comprise 75% of total, underlining surging cloud demand.[1][2]
- Analysts upbeat: BMO and Goldman Sachs hiked targets to $455 and $475 on December 2, maintaining 'outperform' and 'buy' ratings amid 'Moderate Buy' consensus.[1]
- Rising estimates show 7 upward revisions in 30 days, boosting consensus EPS outlook 109%, driving 11.5% gains in recent weeks.[3]
CoStar Group's shares dip amid share price weakness, but analysts spotlight undervaluation and robust growth ahead.
- Quantum Capital Management sold 23.5% of its CSGP stake in Q2, part of ongoing institutional adjustments, while smaller funds initiated positions.
- Recent analysis pegs CSGP as 26% undervalued at $68 closing price versus $91.94 fair value, banking on 16.9% annual revenue growth and margins surging to 18.6% in three years via Homes.com expansion.
- November reports show strengthening national home price appreciation and multifamily rent growth, bolstering CoStar's core data services amid a softening stock performance.
MongoDB Hits 52-Week High on Post-Earnings Momentum and Analyst Upgrades
- Q3 EPS crushed estimates at $1.32 versus $0.79 expected, with Atlas revenue jumping 30% to comprise 75% of total, underlining surging cloud demand.[1][2]
- Analysts upbeat: BMO and Goldman Sachs hiked targets to $455 and $475 on December 2, maintaining 'outperform' and 'buy' ratings amid 'Moderate Buy' consensus.[1]
- Rising estimates show 7 upward revisions in 30 days, boosting consensus EPS outlook 109%, driving 11.5% gains in recent weeks.[3]
CoStar Group's shares dip amid share price weakness, but analysts spotlight undervaluation and robust growth ahead.
- Quantum Capital Management sold 23.5% of its CSGP stake in Q2, part of ongoing institutional adjustments, while smaller funds initiated positions.
- Recent analysis pegs CSGP as 26% undervalued at $68 closing price versus $91.94 fair value, banking on 16.9% annual revenue growth and margins surging to 18.6% in three years via Homes.com expansion.
- November reports show strengthening national home price appreciation and multifamily rent growth, bolstering CoStar's core data services amid a softening stock performance.
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Explore BasketWhich Baskets Do They Appear In?
AWS Restructuring Creates Cloud Competition Opportunity
Amazon's job cuts in its profitable AWS cloud division could mean big opportunities for competitors. This carefully selected group of stocks represents companies positioned to gain market share, attract top talent, and capitalize on this moment of cloud industry disruption.
Published: July 20, 2025
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Published: June 18, 2025
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Invest in the essential technology providers that ensure data remains trustworthy in our digital world. These carefully selected companies build the foundation for reliable analytics and AI systems that businesses increasingly depend on.
Published: June 17, 2025
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Explore BasketInvestment Analysis
MongoDB
MDB
Pros
- MongoDB has demonstrated strong revenue growth, reaching $2.01 billion in 2024 with a 19.22% increase year-over-year.
- It offers a leading multi-cloud database platform with differentiated products like MongoDB Atlas and Enterprise Advanced supporting hybrid deployments.
- Analyst sentiment is predominantly positive, with a strong buy consensus and an average 12-month target near current prices, reflecting confidence in its growth potential.
Considerations
- The company remains unprofitable with a net loss of $78.62 million trailing twelve months, reflecting ongoing investment and margin pressure.
- MongoDB’s stock price has shown volatility and mixed forecast predictions, with some models projecting notable price declines beyond 2025.
- Leadership transition risks exist as the CEO Dev Ittycheria is stepping down, introducing uncertainty around future strategic direction.
CoStar Group
CSGP
Pros
- CoStar Group dominates the commercial real estate data and analytics market, benefiting from high barriers to entry and recurring subscription revenues.
- The company has expanded its product offerings and geographic footprint, driving steady revenue growth supported by digital transformation trends in real estate.
- Strong balance sheet with healthy cash flow generation enables investments in technology and potential acquisitions to sustain competitive advantage.
Considerations
- CoStar Group’s exposure to commercial real estate markets subjects it to economic cycles and fluctuations in property sector demand.
- Recent macroeconomic challenges and regulatory scrutiny in the real estate sector could pressure CoStar’s growth trajectory and margins.
- Valuation levels remain elevated relative to earnings, reflecting high expectations that could limit upside if growth slows or risks materialise.
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