CoStar Group Inc (CSGP)vsIRSA Inversiones Y Representaciones (IRS)
CSGP
CoStar Group Inc
$27.54
-13.96%
REAL ESTATE · Cap: $13.09B
IRS
IRSA Inversiones Y Representaciones
$14.50
-0.62%
REAL ESTATE · Cap: $1.20B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 19493% more annual revenue ($696.73B vs $3.56B). IRS leads profitability with a 56.5% profit margin vs 2.1%. CSGP appears more attractively valued with a PEG of 0.11. IRS earns a higher WallStSmart Score of 65/100 (C+).
CSGP
Buy63
out of 100
Grade: C+
IRS
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.2%
Fair Value
$444.96
Current Price
$27.54
$417.42 discount
Intrinsic value data unavailable for IRS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 57 of every $100 in revenue as profit
Strong operational efficiency at 39.1%
Generating 29.6B in free cash flow
Areas to Watch
ROE of 0.9% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
4.1% revenue growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Earnings declined 23.1%
Comparative Analysis Report
WallStSmart ResearchBull 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 0.11 suggests the stock is reasonably priced for its growth.
Bull Case : IRS
The strongest argument for IRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 56.5% and operating margin at 39.1%.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 179.5x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : IRS
The primary concerns for IRS are Revenue Growth, Market Cap, PEG Ratio.
Key Dynamics to Monitor
CSGP profiles as a growth stock while IRS is a value play — different risk/reward profiles.
CSGP carries more volatility with a beta of 0.80 — expect wider price swings.
CSGP is growing revenue faster at 18.4% — sustainability is the question.
IRS generates stronger free cash flow (29.6B), providing more financial flexibility.
Bottom Line
IRS scores higher overall (65/100 vs 63/100), backed by strong 56.5% margins. 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.
IRSA Inversiones Y Representaciones
REAL ESTATE · REAL ESTATE SERVICES · USA
IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
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