Compass Inc (COMP)vsCoStar Group Inc (CSGP)
COMP
Compass Inc
$7.77
-4.43%
REAL ESTATE · Cap: $6.33B
CSGP
CoStar Group Inc
$42.90
+0.19%
REAL ESTATE · Cap: $18.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 114% more annual revenue ($6.96B vs $3.25B). CSGP leads profitability with a 22.0% profit margin vs -84.0%. CSGP earns a higher WallStSmart Score of 50/100 (D+).
COMP
Hold44
out of 100
Grade: D
CSGP
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for COMP.
Margin of Safety
-34092.9%
Fair Value
$0.14
Current Price
$42.90
$42.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 75.0% YoY
Revenue surging 23.1% year-over-year
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Revenue surging 26.9% year-over-year
Areas to Watch
ROE of -9.8% — below average capital efficiency
Currently unprofitable
Operating margin of -1.7%
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 25.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on EPS Growth, Revenue Growth. Revenue growth of 23.1% demonstrates continued momentum.
Bull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Profit Margin. Profitability is solid with margins at 22.0% and operating margin at 5.5%. Revenue growth of 26.9% demonstrates continued momentum.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin.
Bear Case : CSGP
The primary concerns for CSGP are Piotroski F-Score, P/E Ratio, EPS Growth. A P/E of 2212.5x leaves little room for execution misses.
Key Dynamics to Monitor
COMP carries more volatility with a beta of 2.57 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
COMP generates stronger free cash flow (42M), providing more financial flexibility.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSGP scores higher overall (50/100 vs 44/100), backed by strong 22.0% margins and 26.9% revenue growth. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
CoStar Group Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
CoStar Group, Inc. provides online market information, analysis and services to the commercial real estate, hospitality, residential and related professional industries in the United States, Canada, Europe, Asia Pacific and Latin America. The company is headquartered in Washington, the District of Columbia.
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