CoStar Group Inc (CSGP)vsMarcus & Millichap Inc (MMI)
CSGP
CoStar Group Inc
$30.10
-0.55%
REAL ESTATE · Cap: $12.20B
MMI
Marcus & Millichap Inc
$24.25
-2.26%
REAL ESTATE · Cap: $941.58M
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 344% more annual revenue ($3.67B vs $826.70M). CSGP leads profitability with a 4.9% profit margin vs 1.8%. CSGP appears more attractively valued with a PEG of 0.12. CSGP earns a higher WallStSmart Score of 63/100 (C+).
CSGP
Buy63
out of 100
Grade: C+
MMI
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.6%
Fair Value
$460.81
Current Price
$30.10
$430.71 discount
Margin of Safety
+16.3%
Fair Value
$31.19
Current Price
$24.25
$6.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 1261.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 332.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 2.2% — below average capital efficiency
4.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 2.6% — below average capital efficiency
1.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, EPS Growth, Altman Z-Score. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.12 suggests the stock is reasonably priced for its growth.
Bull Case : MMI
The strongest argument for MMI centers on EPS Growth, Altman Z-Score, Debt/Equity.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 70.5x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Bear Case : MMI
The primary concerns for MMI are PEG Ratio, Market Cap, Return on Equity. A P/E of 63.6x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
MMI carries more volatility with a beta of 1.25 — expect wider price swings.
CSGP is growing revenue faster at 14.1% — sustainability is the question.
CSGP generates stronger free cash flow (106M), providing more financial flexibility.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CSGP scores higher overall (63/100 vs 53/100) and 14.1% revenue growth. MMI offers better value entry with a 16.3% margin of safety. Both earn "Buy" and "Buy" 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.
Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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