CoStar Group Inc (CSGP)vsIHS Holding Ltd (IHS)
CSGP
CoStar Group Inc
$33.89
+0.68%
REAL ESTATE · Cap: $13.41B
IHS
IHS Holding Ltd
$8.30
0.00%
REAL ESTATE · Cap: $2.81B
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 113% more annual revenue ($3.41B vs $1.61B). IHS leads profitability with a 11.6% profit margin vs 0.7%. IHS trades at a lower P/E of 4.6x. IHS earns a higher WallStSmart Score of 59/100 (C).
CSGP
Buy54
out of 100
Grade: C-
IHS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.2%
Fair Value
$444.62
Current Price
$33.89
$410.73 discount
Intrinsic value data unavailable for IHS.
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
Attractively priced relative to earnings
Earnings expanding 144.8% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 29.2%
Areas to Watch
ROE of 0.3% — below average capital efficiency
0.7% margin — thin
Operating margin of 0.3%
Weak financial health signals
ROE of -6380.0% — below average capital efficiency
Distress zone — elevated risk
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 : IHS
The strongest argument for IHS centers on P/E Ratio, EPS Growth, Debt/Equity.
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 : IHS
The primary concerns for IHS are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CSGP profiles as a growth stock while IHS is a value play — different risk/reward profiles.
IHS carries more volatility with a beta of 0.74 — expect wider price swings.
CSGP is growing revenue faster at 22.5% — sustainability is the question.
IHS generates stronger free cash flow (159M), providing more financial flexibility.
Bottom Line
IHS scores higher overall (59/100 vs 54/100). CSGP offers better value entry with a 89.2% 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.
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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