CoStar Group Inc (CSGP)vsPrologis Inc (PLD)
CSGP
CoStar Group Inc
$34.14
-5.06%
REAL ESTATE · Cap: $14.47B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 189% more annual revenue ($9.38B vs $3.25B). PLD leads profitability with a 39.7% profit margin vs 0.2%. CSGP appears more attractively valued with a PEG of 0.15. PLD earns a higher WallStSmart Score of 63/100 (C+).
CSGP
Buy52
out of 100
Grade: C-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+88.9%
Fair Value
$429.93
Current Price
$34.14
$395.79 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$142.02
$126.82 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
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
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
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
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 0.15 suggests the stock is reasonably priced for its growth.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 487.7x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CSGP profiles as a growth stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
CSGP generates stronger free cash flow (98M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 52/100), backed by strong 39.7% margins. CSGP offers better value entry with a 88.9% 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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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