CoStar Group Inc (CSGP)vsIRSA Inversiones Y Representaciones (IRS)
CSGP
CoStar Group Inc
$41.41
-0.12%
REAL ESTATE · Cap: $17.55B
IRS
IRSA Inversiones Y Representaciones
$15.58
+3.73%
REAL ESTATE · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 14934% more annual revenue ($488.16B vs $3.25B). IRS leads profitability with a 98.9% profit margin vs 0.2%. CSGP appears more attractively valued with a PEG of 0.18. IRS earns a higher WallStSmart Score of 66/100 (B-).
CSGP
Hold50
out of 100
Grade: D+
IRS
Strong Buy66
out of 100
Grade: B-
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
+46.2%
Fair Value
$29.24
Current Price
$15.58
$13.66 discount
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
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Keeps 99 of every $100 in revenue as profit
Strong operational efficiency at 55.0%
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
Trading at 9.0x book value
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
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 : IRS
The strongest argument for IRS centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 98.9% and operating margin at 55.0%.
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 : IRS
The primary concerns for IRS are Price/Book, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
CSGP profiles as a growth stock while IRS is a declining 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.
CSGP generates stronger free cash flow (-151M), providing more financial flexibility.
Bottom Line
IRS scores higher overall (66/100 vs 50/100), backed by strong 98.9% margins. Both earn "Strong Buy" 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.
IRSA Inversiones Y Representaciones
REAL ESTATE · REAL ESTATE SERVICES · USA
IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
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