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$CSGP

2 theses
bullish 50%neutral 0%bearish 50%
Avg return (1m)
+16.3%
Win rate (1m)
50% (2 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 2, 4:45 PM ET
$CSGPr/ValueInvestingDiscussionbullish
u/Routine-District-588 · 42d ago4 prior · 67% at 3mo

Is anyone looking on CSGP (costar group)?

CSGP is trading at a steep discount (1/3 of year-ago price) on an 11.7B market cap with 3B in net cash. The core CoStar terminal business generates reliable cash flows, and if the CEO stops burning cash on the failing Zillow competitor, the company could generate 600M+ in net income and trade at a significant premium.

At post $28.77Now $31.82+10.6% since postedas of Nov 2, 4:45 PM ET
1d-1.8%
3d-2.4%
1w-6.3%
1m+23.2%
3m—
6m—
1y—
original post →
$CSGPr/ValueInvestingStock Analysisbearish
u/visiblePixel · 96d agono track record yet

Some thoughts about COSTAR GROUP (CSGP)

The market appears to be valuing Apartments.com alone (~$12.5B at 20x its $625M EBITDA) at nearly the entire company's market cap, effectively pricing Homes.com, CoStar's Commercial CRE platform, and other segments as zero or negative value. The author suggests management may be trapped in an unprofitable spending war against Zillow on Homes.com (reminiscent of Meta's 2022 metaverse losses), implying the core business is being diluted by a value-destructive asset.

At post $29.46Now $31.82+8.0% since postedas of Nov 2, 4:45 PM ET
1d-2.4%
3d-2.4%
1w+0.4%
1m+9.4%
3m-6.5%
6m—
1y—
original post →

End of results.