CoStar Group Inc (CSGP)vsSeritage Growth Properties (SRG)
CSGP
CoStar Group Inc
$31.12
-1.14%
REAL ESTATE · Cap: $11.65B
SRG
Seritage Growth Properties
$2.40
-0.41%
REAL ESTATE · Cap: $137.43M
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 22773% more annual revenue ($3.56B vs $15.55M). CSGP leads profitability with a 2.1% profit margin vs 0.0%. CSGP earns a higher WallStSmart Score of 63/100 (C+).
CSGP
Buy63
out of 100
Grade: C+
SRG
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.5%
Fair Value
$455.71
Current Price
$31.12
$424.59 discount
Margin of Safety
-54.3%
Fair Value
$1.97
Current Price
$2.40
$0.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1261.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
18.4% revenue growth
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -25.9% — below average capital efficiency
Revenue declined 98.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CSGP
The strongest argument for CSGP centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : SRG
The strongest argument for SRG centers on Price/Book, Debt/Equity.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 159.8x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
CSGP profiles as a growth stock while SRG is a value play — different risk/reward profiles.
SRG carries more volatility with a beta of 2.22 — expect wider price swings.
CSGP is growing revenue faster at 18.4% — sustainability is the question.
CSGP generates stronger free cash flow (12M), providing more financial flexibility.
Bottom Line
CSGP scores higher overall (63/100 vs 24/100) and 18.4% 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.
Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
Compare with Other REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?