CoStar Group Inc (CSGP)vsRafael Holdings, Inc. (RFL)
CSGP
CoStar Group Inc
$33.89
+0.68%
REAL ESTATE · Cap: $13.41B
RFL
Rafael Holdings, Inc.
$1.55
+11.51%
REAL ESTATE · Cap: $92.58M
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 293279% more annual revenue ($3.41B vs $1.16M). CSGP leads profitability with a 0.7% profit margin vs 0.0%. CSGP earns a higher WallStSmart Score of 54/100 (C-).
CSGP
Buy54
out of 100
Grade: C-
RFL
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.2%
Fair Value
$444.62
Current Price
$33.89
$410.73 discount
Margin of Safety
+54.5%
Fair Value
$2.64
Current Price
$1.55
$1.09 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 22.5% year-over-year
Reasonable price relative to book value
Revenue surging 174.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
ROE of 0.3% — below average capital efficiency
0.7% margin — thin
Operating margin of 0.3%
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Debt/Equity. Revenue growth of 22.5% demonstrates continued momentum. PEG of 0.12 suggests the stock is reasonably priced for its growth.
Bull Case : RFL
The strongest argument for RFL centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 174.0% demonstrates continued momentum.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Operating Margin. A P/E of 469.1x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Bear Case : RFL
The primary concerns for RFL are EPS Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
CSGP profiles as a growth stock while RFL is a hypergrowth play — different risk/reward profiles.
CSGP carries more volatility with a beta of 0.72 — expect wider price swings.
RFL is growing revenue faster at 174.0% — sustainability is the question.
CSGP generates stronger free cash flow (98M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (54/100 vs 30/100) and 22.5% revenue growth. RFL offers better value entry with a 54.5% margin of safety. Both earn "Buy" 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.
Rafael Holdings, Inc.
REAL ESTATE · REAL ESTATE SERVICES · USA
Rafael Holdings, Inc. owns commercial real estate assets and interests in preclinical and clinical stage pharmaceutical companies. The company is headquartered in Newark, New Jersey.
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