Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

CoStar Group

CSGP Real Estate Unknown Updated July 31, 2026
$28.77
52W $25.89 – $97.43
58/100
$11.65B
156.6
0.73
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+143.2%
Contested

Is CSGP Bullish or Bearish?

Mixed. Innellis AI committee rates CoStar Group (CSGP) Watch with a composite score of 58/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +1.57 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -18.43 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock — Risk
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 158.4 is expensive by classic value standards — Value
  • ROE of only 0.9% -- cheap may mean cheap for a reason — Value
  • EPS declining -30.5% YoY despite any revenue growth — Growth
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
58/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 9%
of 61 Real Estate peers
Value Analyst neutral
44 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
− P/E of 158.4 is expensive by classic value standards
Growth Analyst bullish
62 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
− EPS declining -30.5% YoY despite any revenue growth
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.12) -- balance sheet can absorb a shock
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 57 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 59.8 to 58.4.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
46.9
Neutral
MACD Histogram
0.221
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Bollinger %B
0.45
Inside Bands
Price vs Moving Averages
EMA 9
$29.07 Below
EMA 21
$29.26 Below
EMA 50
$31.04 Below
EMA 200
$46.26 Below

Fundamental Analysis

Valuation
67
Growth
95
Profitability
0
Financial Health
100
Cash Flow
37
Valuation
P/E Ratio 156.6×
P/B Ratio 1.47×
PEG Ratio -5.09
Dividend Yield 0.00%
52W High $97.43
52W Low $25.89
Quality & Growth
ROE 0.1%
ROA 0.1%
Gross Margin 76.5%
Operating Margin 2.2%
Revenue Growth YoY
Debt / Equity 0.15
AI Fundamental Assessment
P/E ratio of 156.6 (rich relative to a 15-40x range); Price-to-book of 1.5x; PEG ratio of -5.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.0%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.8%; Current ratio of 2.21 (healthy short-term liquidity); Debt-to-equity of 0.15; Free cash flow margin of 0.6% (thin cash generation); Free cash flow per share is positive (0.77); Most recent quarter beat estimates by 7.0%; 5 consecutive earnings beats; EPS growth accelerating (-25.8% -> +39.1% QoQ); Average YoY EPS growth of 88.2%; Analyst estimates rising over recent quarters
Get the Full CSGP Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore CSGP Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime