CoStar Group Inc (CSGP)vsFrp Holdings Ord (FRPH)
CSGP
CoStar Group Inc
$41.41
-0.12%
REAL ESTATE · Cap: $17.55B
FRPH
Frp Holdings Ord
$20.72
-1.19%
REAL ESTATE · Cap: $458.58M
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 9725% more annual revenue ($3.25B vs $33.05M). FRPH leads profitability with a 14.0% profit margin vs 0.2%. CSGP appears more attractively valued with a PEG of 0.18. CSGP earns a higher WallStSmart Score of 50/100 (D+).
CSGP
Hold50
out of 100
Grade: D+
FRPH
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34092.9%
Fair Value
$0.14
Current Price
$41.41
$41.27 premium
Margin of Safety
-1304.7%
Fair Value
$1.70
Current Price
$20.72
$19.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 26.9% year-over-year
Reasonable price relative to book value
Areas to Watch
ROE of 0.1% — below average capital efficiency
0.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 1.0% — below average capital efficiency
Operating margin of 4.9%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 26.9% demonstrates continued momentum. PEG of 0.18 suggests the stock is reasonably priced for its growth.
Bull Case : FRPH
The strongest argument for FRPH centers on Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 2070.5x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : FRPH
The primary concerns for FRPH are Market Cap, Return on Equity, Operating Margin. A P/E of 96.0x leaves little room for execution misses.
Key Dynamics to Monitor
CSGP profiles as a growth stock while FRPH is a value play — different risk/reward profiles.
CSGP carries more volatility with a beta of 0.90 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
FRPH generates stronger free cash flow (-2M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (50/100 vs 45/100) 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.
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.
Frp Holdings Ord
REAL ESTATE · REAL ESTATE SERVICES · USA
FRP Holdings, Inc. is a real estate investment and development company in the United States. The company is headquartered in Jacksonville, Florida.
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