CoStar Group Inc (CSGP)vsIHS Holding Ltd (IHS)
CSGP
CoStar Group Inc
$41.41
-0.12%
REAL ESTATE · Cap: $17.55B
IHS
IHS Holding Ltd
$8.24
0.00%
REAL ESTATE · Cap: $2.76B
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 84% more annual revenue ($3.25B vs $1.77B). IHS leads profitability with a 26.4% profit margin vs 0.2%. IHS trades at a lower P/E of 6.0x. IHS earns a higher WallStSmart Score of 50/100 (D+).
CSGP
Hold50
out of 100
Grade: D+
IHS
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34092.9%
Fair Value
$0.14
Current Price
$41.41
$41.27 premium
Margin of Safety
+10.0%
Fair Value
$9.38
Current Price
$8.24
$1.14 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
Attractively priced relative to earnings
Strong operational efficiency at 81.4%
Keeps 26 of every $100 in revenue as profit
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
ROE of -63.8% — below average capital efficiency
Revenue declined 9.1%
Earnings declined 40.0%
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 0.18 suggests the stock is reasonably priced for its growth.
Bull Case : IHS
The strongest argument for IHS centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 26.4% and operating margin at 81.4%.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 2070.5x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : IHS
The primary concerns for IHS are Return on Equity, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CSGP profiles as a growth stock while IHS is a declining play — different risk/reward profiles.
CSGP carries more volatility with a beta of 0.90 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
IHS generates stronger free cash flow (87M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (50/100 vs 50/100) and 26.9% revenue growth. Both earn "Hold" and "Hold" 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.
IHS Holding Ltd
REAL ESTATE · REAL ESTATE SERVICES · USA
IHS Holding Limited owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. The company is headquartered in London, the United Kingdom.
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