CoStar Group Inc (CSGP)vsPrologis Inc (PLD)
CSGP
CoStar Group Inc
$27.54
-13.96%
REAL ESTATE · Cap: $13.09B
PLD
Prologis Inc
$125.26
-0.99%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 178% more annual revenue ($9.89B vs $3.56B). PLD leads profitability with a 43.1% profit margin vs 2.1%. CSGP appears more attractively valued with a PEG of 0.11. CSGP earns a higher WallStSmart Score of 63/100 (C+).
CSGP
Buy63
out of 100
Grade: C+
PLD
Buy57
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
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$125.26
$130.86 discount
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
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B 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
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
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 : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
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 : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
CSGP profiles as a growth stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
CSGP is growing revenue faster at 18.4% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (63/100 vs 57/100) and 18.4% revenue growth. PLD offers better value entry with a 50.6% 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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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