CoStar Group vs AST SpaceMobile

CoStar Group vs AST SpaceMobile: this page compares business models, financial performance, and market context for the two organisations, offering neutral, accessible analysis of how they operate, fund growth, and position themselves in their respective sectors. Educational content, not financial advice.

CoStar Group vs AST SpaceMobile: this page compares business models, financial performance, and market context for the two organisations, offering neutral, accessible analysis of how they operate, fun...

Comparison Snapshot

Key Financial Metrics

CSGP

Metric

ASTS

$27.05B

Market Cap

$40.68B

31.28%

Potential Profit

-27.63%

Buy

Analyst Rating

Hold

Why It's Moving

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.

Sentiment:

🌋Volatile

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.

Sentiment:

🌋Volatile

Investment Analysis

CoStar Group

CSGP

Pros

CoStar Group holds a leading market position in commercial real estate information, analytics, and online marketplaces, driving consistent demand for its services.
The company exhibits strong profitability with high margins supported by recurring subscription revenue streams.
CoStar benefits from expanding data offerings and technology solutions that create entry barriers and foster customer retention.

Considerations

Its business is exposed to real estate market cyclicality, which can impact subscription growth and client demand during downturns.
High valuation multiples relative to traditional industry peers may imply elevated expectations and increase market sensitivity to execution risks.
Growth could be constrained by competition from emerging proptech companies and pressure to innovate continuously.

AST SpaceMobile

ASTS

Pros

AST SpaceMobile aims to build the first global cellular broadband network in space, targeting billions of unconnected mobile users worldwide.
It has secured a substantial patent portfolio and strategic partnerships, enhancing its technological moat and market potential.
The company plans an extensive satellite constellation deployment with a clear roadmap that could create a sizable new market segment.

Considerations

AST SpaceMobile currently operates with significant net losses and negative returns on assets and equity, reflecting high capital intensity and developmental stage.
Its valuation metrics are extremely elevated compared to industry averages, indicating significant market risk and dependency on successful execution.
The company's technology and business model face risks from regulatory challenges, satellite deployment complexities, and competition from terrestrial and other satellite networks.

About The Companies

CoStar Group (CSGP)

CoStar Group Inc. (CSGP) is a leading provider of commercial real-estate information, analytics and online marketplaces. The company collects property data, offers subscription-based research and powers listing platforms such as LoopNet and Apartments.com, serving brokers, landlords, investors and occupiers. Its business is driven by recurring revenue from software-as-a-service and marketplace listings, which can create durable margins but also makes performance sensitive to commercial property market cycles. With a market capitalisation of about $32.56B, CoStar has invested heavily in data acquisition and technology to build scale and network effects. Investors should note the potential for steady cash generation alongside historically high valuation multiples, and recognise risks including cyclical demand for commercial space, competitive threats, and the challenge of maintaining data quality. This is general educational information and not personal advice; outcomes can vary and capital is at risk.

AST SpaceMobile (ASTS)

AST SpaceMobile is pioneering a unique approach to global connectivity. The company is in the process of building a space-based cellular broadband network designed to connect directly with standard, unmodified mobile phones. Its goal is to provide high-speed internet to end-users who are outside the reach of traditional land-based mobile masts, effectively eliminating coverage gaps around the world. The company is developing a constellation of low Earth orbit (LEO) satellites, known as BlueBirds, to deliver its 'SpaceMobile Service'. With operations spanning several countries, AST SpaceMobile is currently in a crucial testing phase for its technology. As with any company developing new technologies, its future success depends on successful deployment and market adoption, and potential investors should be aware that the value of shares can go down as well as up. Past performance is not a guide to future returns.

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.

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?

Zillow Redfin Competitors | Market Disruption

The Federal Trade Commission is suing Zillow and Redfin, alleging their rental listing deal violates antitrust laws. This legal challenge could disrupt the online real estate market, creating opportunities for competing platforms to capture market share.

Published: October 1, 2025

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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

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Data 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 Basket

Which Baskets Do They Appear In?

Zillow Redfin Competitors | Market Disruption

The Federal Trade Commission is suing Zillow and Redfin, alleging their rental listing deal violates antitrust laws. This legal challenge could disrupt the online real estate market, creating opportunities for competing platforms to capture market share.

Published: October 1, 2025

Explore Basket

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 Basket

Data 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 Basket

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Comparison Snapshot

Why It's Moving

CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.

CoStar Group unveils bold 2026 guidance and $1.5B buyback amid Homes.com cost cuts, yet shares slide on profitability concerns.