CoStar Group, Inc. (CSGP)

CoStar Group reported Q1 2025 EPS of -$0.04, missing estimates, but achieved 12% year-over-year revenue growth. CoStar acquired Matterport for $1.6 billion and Ag-Analytics to augment its Land.com services. Full-year 2024 revenue increased 11% year-over-year. During Q1 2025, CoStar Group repurchased 240,000 shares for $18.5 million. Analyst sentiment was predominantly positive as of March 2025. The share price as of June 23, 2025, was $80.04, representing a 7.64% increase from June 24, 2024.

CoStar Group's revenue is generally not seasonal due to its subscription-based services, but Apartments.com sees higher sales during the peak summer rental season, and CoStar sales tend to be higher towards the end of the year. Sales can fluctuate year-to-year and may be more volatile with changes in general economic conditions or the real estate industry.

CoStar Group, Inc. is a leading American provider of online real estate marketplaces, information, and analytics for the commercial and residential property markets. The company specializes in digitizing and aggregating property data. CoStar Group operates within the Business Services sector and the Internet Services industry. Its major products and brands include CoStar, LoopNet, Apartments.com, Homes.com, STR, Ten-X, OnTheMarket, Matterport, BizBuySell, Land.com, CoStar Real Estate Manager and Visual Lease. CoStar Group's revenue is primarily driven by its subscription-based services, accounting for over 95% of its revenue.

CoStar Group primarily serves North America and Europe, with a presence in the Asia-Pacific and Latin America regions. The company has offices in 13 countries and has expanded internationally through acquisitions in the UK, Spain, France, and Germany.

CoStar Group generally maintains a strong brand reputation as a market leader. A dispute with Happening Technology was amicably concluded. A federal court found CREXi copied copyrighted images, reinforcing CoStar's efforts to protect its proprietary data. The proposed acquisition of Australia's Domain Holdings may face scrutiny. CoStar Group was named one of America's Best Large Employers by Forbes in February 2025.

CoStar Group has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock. Institutional owners hold approximately 44.03% of the company's stock. Approximately 1.36% of the company's stock is owned by individuals, and retail investors hold about 24.21% of the stock. Insiders own approximately 1.32% of the company's stock.