Activist Dan Loeb dusts off his poison pen as he seeks a board refresh at CoStar Group
Investors are seeing shades of yesteryear's Dan Loeb in a letter he recently wrote to the CoStar board.
Fiscal Year: January - December
CoStar Group, Inc. (CSGP), listed on the NASDAQ, has a market capitalization of $. As of Feb 03, 2026, the stock is trading at $61.18 per share, offering investors a clear view of its current market value. CoStar Group, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 1248.24, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. CoStar Group, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that CoStar Group, Inc. (CSGP) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for CoStar Group, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for CoStar Group, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for CoStar Group, Inc. is 0, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, CoStar Group, Inc. (CSGP) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether CoStar Group, Inc. (CSGP) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of CoStar Group, Inc. (CSGP) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of CoStar Group, Inc.. To access the full SS Score, consider upgrading your subscription.
CoStar Group, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 1248.24. Investors should compare these metrics with industry peers to gauge whether CoStar Group, Inc. is outperforming or underperforming within its sector.
Investors are seeing shades of yesteryear's Dan Loeb in a letter he recently wrote to the CoStar board.
CoStar Group is upgraded to a buy, with transient underperformance but strong long-term disruption potential in residential real estate. CSGP's core and multifamily segments deliver robust growth and ...
ARLINGTON, Va.--(BUSINESS WIRE)--CoStar Group, Inc. (NASDAQ: CSGP), a leading provider of online real estate marketplaces, information, analytics, and 3D digital twin technology in the property market...
CoStar Group, Inc. faces activist pressure from Third Point to halt costly residential expansion and refocus on its profitable commercial real estate, or CRE, core. CSGP's core CRE subscription busine...
The commerical real-estate giant should reconstruct its board and consider strategic alternatives for its Homes.com portial, Third Point CEO Daniel Loeb wrote in a letter.
NEW YORK--(BUSINESS WIRE)--Third Point LLC (“Third Point” or the “Firm”), an alternative asset manager with approximately $24 billion in assets under management, today sent the following letter to the...
With its first activist campaign in three years, hedge fund Third Point will try to force CoStar Group , the owner of Apartments.com and Homes.com, to change board directors and restructure operation...
ARLINGTON, Va.--(BUSINESS WIRE)--Andy Florance, Founder and Chief Executive Officer of CoStar Group (NASDAQ: CSGP), a leading provider of online real estate marketplaces, information, analytics, and 3...
ARLINGTON, Va.--(BUSINESS WIRE)--Homes.com, a CoStar Group leading online residential marketplace, released a new report today analyzing home price trends through December 2025, including details acro...
ARLINGTON, Va.--(BUSINESS WIRE)--U.S. office leasing activity rose 5% year over year, with Boston reporting the highest growth in the metric, according to year-end data from CoStar, the leading global...
ARLINGTON, Va.--(BUSINESS WIRE)--Today Apartments.com, an industry-leading online marketplace of CoStar Group (NASDAQ: CSGP), published its latest report on multifamily rent trends for December 2025. ...
CoStar Group plans to reduce its net investment in listings site Homes.com by at least $100 million every year until 2030.
ARLINGTON, Va.--(BUSINESS WIRE)--CoStar Group, Inc. (NASDAQ: CSGP), a leading provider of online real estate marketplaces, information, analytics, and 3D digital twin technology in the property market...
ARLINGTON, Va.--(BUSINESS WIRE)--CoStar, the leading global provider of online real estate marketplaces, information and analytics in the property markets, today released the three key trends that wil...
ARLINGTON, Va.--(BUSINESS WIRE)--Richmond, VA, and Oklahoma City, OK, were ranked as the top-performing small-bay and big-box industrial markets, respectively, according to CoStar, the leading global ...
ATLANTA--(BUSINESS WIRE)--Visual Lease (“VL”), a CoStar Group (NASDAQ: CSGP) brand and the premier platform for integrated lease management, accounting and reporting, in collaboration with CoStar Real...
ARLINGTON, Va.--(BUSINESS WIRE)--Charlotte and Tampa were listed among the best-performing retail markets in 2025, according to CoStar, the leading global provider of online real estate marketplaces, ...
Shares of online real estate listing companies tumbled on Monday after Alphabet's Google was found testing a new format that places homes-for-sale ads directly at the top of search results, threatenin...
ARLINGTON, Va.--(BUSINESS WIRE)--Homes.com, a CoStar Group leading online residential marketplace, released a new report today analyzing home price trends in November, including details across major m...
ARLINGTON, Va.--(BUSINESS WIRE)--Today Apartments.com, an industry-leading online marketplace of CoStar Group (NASDAQ: CSGP), published its latest report on multifamily rent trends for November 2025. ...
CoStar Group, Inc. ( CSGP) Stephens Annual Investment Conference 2025 November 20, 2025 10:00 AM EST Company Participants Christian Lown - Chief Financial Officer Richard Simonelli - Head of Investor...
ARLINGTON, Va.--(BUSINESS WIRE)--In the U.S., yields are poised to edge lower across commercial real estate property types in 2026, according to the latest forecast from CoStar, the leading global pro...
ARLINGTON, Va.--(BUSINESS WIRE)--CoStar Group, Inc. (NASDAQ: CSGP), a leading provider of online real estate marketplaces, information, analytics, and 3D digital twin technology in the property market...
ARLINGTON, Va.--(BUSINESS WIRE)--Homes.com, a CoStar Group leading online residential marketplace, released a new report today analyzing home price trends in October, including details across major me...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2025 | 139.60M | -156.91% | Est @-156.9% |
| 2026 | 524.50M | 275.72% | Analyst x8 |
| 2027 | 812.12M | 54.84% | Analyst x6 |
| 2028 | 1,038.53M | 27.88% | Analyst x3 |
| 2029 | 1,177.28M | 13.36% | Est @13.4% |
| 2030 | 1,289.15M | 9.50% | Est @9.5% |
| 2031 | 1,384.39M | 7.39% | Est @7.4% |
| 2032 | 1,466.10M | 5.90% | Est @5.9% |
| 2033 | 1,537.46M | 4.87% | Est @4.9% |
| 2034 | 1,596.87M | 3.86% | Est @3.9% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2023A | 346.70M | 1.00 | 346.70M |
| 2024A | -245.30M | 1.00 | -245.30M |
| 2025E | 139.60M | 1.09 | 128.07M |
| 2026E | 524.50M | 1.19 | 441.42M |
| 2027E | 812.12M | 1.30 | 627.02M |
| 2028E | 1.04B | 1.41 | 735.59M |
| 2029E | 1.18B | 1.54 | 764.98M |
| 2030E | 1.29B | 1.68 | 768.47M |
| 2031E | 1.38B | 1.83 | 757.07M |
| 2032E | 1.47B | 1.99 | 735.52M |
| 2033E | 1.54B | 2.17 | 707.61M |
| 2034E | 1.60B | 2.37 | 674.23M |
| Terminal | 25.16B | 2.37 | 10.62B |
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