CoStar Group Inc (CSGP)vsOpendoor Technologies Inc (OPEN)
CSGP
CoStar Group Inc
$42.90
+0.19%
REAL ESTATE · Cap: $18.75B
OPEN
Opendoor Technologies Inc
$4.91
-4.47%
REAL ESTATE · Cap: $5.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Opendoor Technologies Inc generates 35% more annual revenue ($4.37B vs $3.25B). CSGP leads profitability with a 22.0% profit margin vs -29.7%. CSGP earns a higher WallStSmart Score of 50/100 (D+).
CSGP
Hold50
out of 100
Grade: D+
OPEN
Avoid27
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34092.9%
Fair Value
$0.14
Current Price
$42.90
$42.76 premium
Intrinsic value data unavailable for OPEN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 25.9%
Negative free cash flow — burning cash
0.0% earnings growth
Weak financial health signals
ROE of -151.3% — below average capital efficiency
Revenue declined 32.1%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : OPEN
The strongest argument for OPEN centers on Debt/Equity.
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.
Bear Case : OPEN
The primary concerns for OPEN are EPS Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CSGP profiles as a growth stock while OPEN is a turnaround play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.79 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
OPEN generates stronger free cash flow (67M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (50/100 vs 27/100), backed by strong 22.0% margins and 26.9% revenue growth. Both earn "Hold" and "Avoid" 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.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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