WallStSmart

CoStar Group Inc (CSGP)vsRexford Industrial Realty Inc (REXR)

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Smart Verdict

WallStSmart Research — data-driven comparison

CoStar Group Inc generates 270% more annual revenue ($3.67B vs $991.92M). CSGP leads profitability with a 4.9% profit margin vs -39.2%. CSGP appears more attractively valued with a PEG of 0.09. CSGP earns a higher WallStSmart Score of 63/100 (C+).

CSGP

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 4.5Value: 7.3Quality: 8.0
Piotroski: 2/9Altman Z: 3.10

REXR

Hold

49

out of 100

Grade: D+

Growth: 6.0Profit: 5.0Value: 6.3Quality: 6.0
Piotroski: 4/9Altman Z: 1.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSGPUndervalued (+89.6%)

Margin of Safety

+89.6%

Fair Value

$459.73

Current Price

$28.14

$431.59 discount

UndervaluedFair: $459.73Overvalued
REXRUndervalued (+70.5%)

Margin of Safety

+70.5%

Fair Value

$127.19

Current Price

$37.13

$90.06 discount

UndervaluedFair: $127.19Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSGP5 strengths · Avg: 9.8/10
PEG RatioValuation
0.0910/10

Growing faster than its price suggests

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
1261.0%10/10

Earnings expanding 1261.0% YoY

Altman Z-ScoreHealth
3.1010/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

REXR3 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

EPS GrowthGrowth
28.0%8/10

Earnings expanding 28.0% YoY

Areas to Watch

CSGP4 concerns · Avg: 2.8/10
Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
65.4x2/10

Premium valuation, high expectations priced in

REXR4 concerns · Avg: 3.3/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Revenue GrowthGrowth
-1.6%2/10

Revenue declined 1.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : CSGP

The strongest argument for CSGP centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.2% demonstrates continued momentum. PEG of 0.09 suggests the stock is reasonably priced for its growth.

Bull Case : REXR

The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.

Bear Case : CSGP

The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 65.4x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.

Bear Case : REXR

The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.

Key Dynamics to Monitor

CSGP profiles as a value stock while REXR is a turnaround play — different risk/reward profiles.

REXR carries more volatility with a beta of 1.20 — expect wider price swings.

CSGP is growing revenue faster at 14.2% — sustainability is the question.

Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CSGP scores higher overall (63/100 vs 49/100) and 14.2% revenue growth. REXR offers better value entry with a 70.5% margin of safety. Both earn "Buy" 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.

Rexford Industrial Realty Inc

REAL ESTATE · REIT - INDUSTRIAL · USA

Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.

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