CoStar Group, Inc. (NASDAQ:CSGP)

CAPS Rating: 2 out of 5

Provider of information services to the commercial real estate industry in the United States and United Kingdom. Its integrated suite of products offers customers online access to a database of commercial real estate information.

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Member Avatar bartlettmi (68.89) Submitted: 10/9/2014 10:02:14 AM : Outperform Start Price: $150.41 CSGP Score: -2.00

CoStar is one of my favorite business services stocks. It's down due to uncertainty - but it should be temporary as it prepares to re-launch Apartments.com, and continues to cross-sell all of its franchises. While they are not the only game in town anymore (for property-level data), they are still mandatory. Its P/E is high, but its cash flow generation is mind-blowing.

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Member Avatar TMFInnovator (50.84) Submitted: 9/24/2014 2:39:52 PM : Outperform Start Price: $158.22 CSGP Score: -4.97

Wow...what a competitive advantage!

- SCALE: Massive scale advantages and a huge database of RE properties.
- NETWORK: Each new listing makes CoStar's database better. LoopNet and Apartments.com acquisitions just make them even stronger.
- SWITCHING COSTS: Once on the network, why would brokers leave to use less-complete data?

All of the big customers are already entrenched, the company is pulling in 20% cash flow margins, and the co-founders remain as Chairman and CEO. The shares are never 'cheap', but the pullback this year might be an opportunity.

Outperform.

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Member Avatar TerryHoodSr (63.21) Submitted: 4/24/2014 10:27:52 AM : Outperform Start Price: $167.52 CSGP Score: -16.32

CSGP 1yr EPS 26% 5yr 20%

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Member Avatar Voxer (< 20) Submitted: 9/15/2013 12:19:50 AM : Outperform Start Price: $169.65 CSGP Score: -27.51

Already well above the S&P, CoStar is actively expanding in the US and UK. Its information is being used by almost every major commercial real estate company. It's a back-end company and on the forefront of technology, two components I really like in a stock. Morningstar says it's overvalued, but folks have been saying that about Tesla for months (I really hope that comment doesn't come back to bite me!).

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Member Avatar pcarsten (93.73) Submitted: 2/9/2012 10:03:51 AM : Outperform Start Price: $58.07 CSGP Score: +109.35

As long as the LoopNet merger goes through they should be performing quite well

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Member Avatar 1HumblePie (< 20) Submitted: 6/24/2009 7:13:11 PM : Underperform Start Price: $38.37 CSGP Score: -165.61

Costar, a stock that is overvalued, with a software that is overvalued, in a commercial real estate market that is overvalued....well, you get the point.

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Member Avatar trendsJohn (< 20) Submitted: 6/14/2008 3:05:46 PM : Outperform Start Price: $49.16 CSGP Score: +151.61

multiple technical positive signals (contrary)

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Member Avatar pjani06 (29.23) Submitted: 4/16/2008 1:45:16 AM : Underperform Start Price: $45.50 CSGP Score: -173.12

Two part play in an industry that may be ripe for competition.
Short CSGP and Long LOOP on valuation measures.

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Member Avatar STNL (40.54) Submitted: 11/10/2007 2:13:55 PM : Underperform Start Price: $53.89 CSGP Score: -132.91

COSTAR is not reliable and doesn't encompass nearly enough of what I need. They most lkiely maxed out their customer base. The white-hot real estate boom, which produced more newbie real estate experts than dots, in dot-bombs is now over. The real estate industry is in contraction. Forward projections based on their discretionary products are ... lets just say Foolish.

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Member Avatar cbbam (< 20) Submitted: 2/26/2007 8:59:46 AM : Underperform Start Price: $50.90 CSGP Score: -147.79

Forward PEG of 100. For 2007 revenue growth is slowing, net income is shrinking, margins are deteriorating. Residential housing woes are starting to seep into the commercial and retail markets.

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