Live Report · Updated January 26, 2026

CoStar Group vs Vodafone

CoStar Group and Vodafone compare their business models, financial performance, and market context in this page, presented in a neutral and accessible style to help readers understand each company's position. The content discusses strategic approaches, competitive landscape, and contextual factors without endorsements or speculation. Educational content, not financial advice.

CoStar Group and Vodafone compare their business models, financial performance, and market context in this page, presented in a neutral and accessible style to help readers understand each company's p...

Comparison Snapshot

Key Financial Metrics

CSGP

Metric

VOD

$27.89B

Market Cap

$33.41B

28.36%

Potential Profit

-17.39%

Buy

Analyst Rating

Sell

Why It's Moving

CoStar Group outlines aggressive 2026 growth targets and $1.5B buyback amid Homes.com investment pivot.

New 2026 guidance forecasts net income of $175-$215 million, highlighting improved profitability margins despite recent share price weakness.
$1.5 billion share buyback follows completion of a prior $500 million program, underscoring commitment to shareholder returns.
Homes.com strategy shifts to reduced net investment—down more than $300 million from 2025—with positive adjusted EBITDA targeted for 2030.

Sentiment:

🐃Bullish

Vodafone Shares Surge to 52-Week High as Citi Boosts Target on German Strength.

Citi lifted Vodafone's price target after stronger-than-expected performance in Germany, offsetting UK pressures and boosting optimism for European recovery.
Shares reached a 52-week high of GBX 104.40 on heavy trading volume, underscoring momentum from recent Three UK merger integration.
Company executed multiple share buybacks this week, holding repurchased shares in treasury to support shareholder value amid stable 2026 cash flow projections.

Sentiment:

🐃Bullish

CoStar Group outlines aggressive 2026 growth targets and $1.5B buyback amid Homes.com investment pivot.

New 2026 guidance forecasts net income of $175-$215 million, highlighting improved profitability margins despite recent share price weakness.
$1.5 billion share buyback follows completion of a prior $500 million program, underscoring commitment to shareholder returns.
Homes.com strategy shifts to reduced net investment—down more than $300 million from 2025—with positive adjusted EBITDA targeted for 2030.

Sentiment:

🐃Bullish

Vodafone Shares Surge to 52-Week High as Citi Boosts Target on German Strength.

Citi lifted Vodafone's price target after stronger-than-expected performance in Germany, offsetting UK pressures and boosting optimism for European recovery.
Shares reached a 52-week high of GBX 104.40 on heavy trading volume, underscoring momentum from recent Three UK merger integration.
Company executed multiple share buybacks this week, holding repurchased shares in treasury to support shareholder value amid stable 2026 cash flow projections.

Sentiment:

🐃Bullish

Investment Analysis

CoStar Group

CSGP

Pros

CoStar Group has strong revenue growth projections with Q4 2025 revenue guidance between $885 million and $895 million, indicating expanding market demand.
The company benefits from a broad suite of real estate information and analytics services, including multiple digital marketplaces serving diverse customer segments globally.
Analysts maintain a mostly positive outlook with a consensus 'Buy' rating and an average price target suggesting over 20% potential upside in the next year.

Considerations

CoStar Group's valuation is elevated, with a price-to-sales ratio far above the industry average, potentially limiting margin for valuation errors.
The company’s profitability metrics, such as normalized return on assets and equity, are relatively low compared to peers, reflecting efficiency challenges.
Guidance slightly missed consensus estimates for Q4 and full year EPS, indicating potential execution risks or macroeconomic headwinds impacting earnings.

Vodafone

VOD

Pros

Vodafone is a globally diversified telecommunications operator with strong market positions in Europe and emerging markets, supporting stable revenue streams.
The company has been actively investing in 5G infrastructure, positioning itself for future growth in data services and digital transformation.
Vodafone's financial profile includes significant scale and cash flow generation capacity supporting ongoing investment and shareholder returns.

Considerations

Vodafone faces regulatory and competitive pressures in multiple markets, which could constrain margin expansion and growth prospects.
The company is exposed to macroeconomic factors and currency fluctuations, particularly affecting its operations in emerging markets.
Debt levels remain elevated relative to peers, which could limit financial flexibility amid rising interest rate environments.

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