CoStar Group Inc (CSGP)vsOpendoor Technologies Inc (OPEN)
CSGP
CoStar Group Inc
$33.89
+0.68%
REAL ESTATE · Cap: $13.41B
OPEN
Opendoor Technologies Inc
$4.42
-10.71%
REAL ESTATE · Cap: $4.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Opendoor Technologies Inc generates 15% more annual revenue ($3.94B vs $3.41B). CSGP leads profitability with a 0.7% profit margin vs -35.2%. CSGP earns a higher WallStSmart Score of 54/100 (C-).
CSGP
Buy54
out of 100
Grade: C-
OPEN
Avoid27
out of 100
Grade: F
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 OPEN.
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
Conservative balance sheet, low leverage
Areas to Watch
ROE of 0.3% — below average capital efficiency
0.7% margin — thin
Operating margin of 0.3%
Weak financial health signals
0.0% earnings growth
ROE of -145.5% — below average capital efficiency
Revenue declined 37.6%
Negative free cash flow — burning cash
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 : OPEN
The strongest argument for OPEN centers on 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 : OPEN
The primary concerns for OPEN are EPS Growth, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CSGP profiles as a growth stock while OPEN is a turnaround play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.55 — expect wider price swings.
CSGP is growing revenue faster at 22.5% — sustainability is the question.
CSGP generates stronger free cash flow (98M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (54/100 vs 27/100) and 22.5% revenue growth. Both earn "Buy" and "Avoid" 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.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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