Financial Performance
5Y price score: (81)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 59.1%
US$ Per
Share
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25.8
52-week range
91.8
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
2.3 %
Dividend Yield TTM
-
Market cap $
$ 13,392
Price / Earnings TTM
180
Price / Book TTM
1.7
PEG TTM
(1.9)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(62.3) %
(60.9) %
59 %
Free cash flow per share growth
116.2 %
(91.5) %
(70.3) %
Earnings per share growth
(95.1) %
(97.2) %
253.7 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Financial Performance Highlights
- Q2 2026 revenue reached $925 million, an 18% YoY increase.
- Adjusted EBITDA more than doubled to $184 million, marking a 20% margin and a 900 basis point increase YoY.
- Net income surged by 817%, with EBITDA rising 441%.
- Commercial revenue was $481 million, up 8% YoY, while residential revenue hit $444 million, up 33% YoY.
- Net new bookings totaled $69 million, a 3% increase from Q1 but a 26% decline YoY.
2) Strategic Developments and Product Initiatives
- Launched CoStar Rent Benchmark, utilizing AI to provide accurate rent data from 4 million leases.
- Expanded CoStar's presence in France, covering 290,000 properties and 385,000 commercial tenants.
- Introduced public record search in the U.K. and enhanced the AI-powered lease abstraction engine in CoStar Real Estate Manager.
- Continued growth in Matterport, with 16% YoY subscription revenue growth and a new pricing plan to boost adoption.
- Homes.com saw a 66% YoY revenue increase to $28.5 million, with a strong focus on enhancing advertising capabilities.
3) Challenges and Restructuring Efforts
- Ten-X faced revenue decline of $4 million due to restructuring efforts aimed at future growth and cost control.
- The competitive landscape in multifamily housing remains challenging, with pricing pressures from competitors and macroeconomic factors affecting property owners.
- The company is optimizing its sales force, transitioning from inside sales to a more effective field sales approach, which may temporarily impact growth metrics.
4) Guidance and Future Outlook
- Full-year revenue guidance revised to $3.715 billion to $3.755 billion, reflecting a 15% YoY increase at the midpoint.
- Adjusted EBITDA guidance remains at $780 million to $820 million for 2026, with expectations for continued profitability growth.
- Q3 2026 revenue is expected between $935 million and $945 million, with commercial revenue projected to grow 7% and residential revenue expected to increase by 20%.
- The company anticipates ongoing improvements in operational efficiency and product offerings to drive future growth.
5) Leadership Transition and Market Position
- CFO Chris Lown announced his departure; Robin Rossmann has been appointed as the new CFO, bringing extensive experience in financial leadership.
- CoStar Group remains committed to its long-term EBITDA targets and has successfully reduced projected expenses by approximately $100 million for 2026.
- The company is focused on maintaining its leadership position in the commercial real estate market while navigating competitive pressures and optimizing its sales strategy.
Bottom line: CoStar Group's strong Q2 performance reflects significant revenue and EBITDA growth, driven by strategic product launches and operational efficiencies. While facing challenges in certain segments, the company is well-positioned for continued profitability and market leadership, making it an attractive investment for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteCoStar Group — Financial Overview, Stock Price, Market Cap
CoStar Group is a company. Founded in 1987. As of August 14, 2026, the company's market capitalization is $13391793900 with a current stock price of $33.05.
