Compass Inc (COMP)vsCoStar Group Inc (CSGP)
COMP
Compass Inc
$9.67
-4.54%
REAL ESTATE · Cap: $7.78B
CSGP
CoStar Group Inc
$28.77
-0.93%
REAL ESTATE · Cap: $11.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Compass Inc generates 197% more annual revenue ($10.56B vs $3.56B). CSGP leads profitability with a 2.1% profit margin vs 0.6%. CSGP trades at a lower P/E of 161.6x. CSGP earns a higher WallStSmart Score of 63/100 (C+).
COMP
Buy57
out of 100
Grade: C
CSGP
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.9%
Fair Value
$7.73
Current Price
$9.67
$1.94 premium
Margin of Safety
+89.4%
Fair Value
$451.36
Current Price
$28.77
$422.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 109.0% year-over-year
Earnings expanding 60.3% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 1261.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
18.4% revenue growth
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.6% margin — thin
Operating margin of 3.8%
Elevated debt levels
ROE of 0.9% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 109.0% demonstrates continued momentum.
Bull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bear Case : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Operating Margin. A P/E of 168.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 161.6x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
COMP profiles as a hypergrowth stock while CSGP is a growth play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.33 — expect wider price swings.
COMP is growing revenue faster at 109.0% — sustainability is the question.
COMP generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (63/100 vs 57/100) and 18.4% revenue growth. 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.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
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.
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