Last 7 days
0.0%
Last 30 days
9.1%
Last 90 days
11.0%
Trailing 12 Months
32.2%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CSGP | 31.7B | 2.3B | 9.14% | 32.20% | 86.45 | 14.1 | 12.42% | 19.37% |
VRSK | 31.4B | 2.4B | 14.12% | 24.96% | 62.2 | 13.22 | -5.53% | -49.72% |
EFX | 25.8B | 5.1B | 6.04% | 4.58% | 44 | 5.1 | -0.26% | -23.22% |
NLSN | 10.1B | 3.5B | 0.43% | 43.61% | 18.72 | 2.84 | -17.23% | -31.38% |
MID-CAP | ||||||||
RHI | 7.3B | 7.1B | -4.43% | -21.47% | 11.89 | 1.02 | 3.81% | -6.79% |
TNET | 5.3B | 4.9B | 9.49% | 15.55% | 15.67 | 1.09 | 4.58% | -10.97% |
KFRC | 4.3B | 1.7B | -1.47% | -6.99% | 59.04 | 2.52 | 4.05% | -10.65% |
MAN | 4.2B | 19.8B | -3.26% | -17.71% | 11.14 | 0.21 | -4.33% | -2.25% |
ASGN | 3.3B | 4.6B | -9.61% | -27.74% | 13.22 | 0.72 | 10.14% | -41.40% |
CBZ | 2.5B | 1.5B | -1.95% | 22.97% | 20.99 | 1.71 | 23.32% | 52.77% |
SMALL-CAP | ||||||||
UPWK | 1.0B | 637.8M | -17.46% | -55.62% | -21.84 | 1.64 | 20.23% | 34.40% |
TBI | 537.5M | 2.2B | 11.14% | -20.61% | 11.32 | 0.25 | -4.34% | -27.26% |
RGP | 523.5M | 808.2M | 8.65% | -11.04% | 8.29 | 0.65 | 6.30% | -9.70% |
HSII | 502.7M | 1.0B | 2.74% | -25.81% | 6.56 | 0.48 | -5.38% | 0.52% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Revenue | 3.1% | 2,251 | 2,182 | 2,116 | 2,058 | 2,002 |
Gross Profit | 2.5% | 1,813 | 1,768 | 1,725 | 1,683 | 1,638 |
Operating Expenses | 7.7% | 1,418 | 1,317 | 1,261 | 1,214 | 1,179 |
S&GA Expenses | 12.0% | 766 | 684 | 649 | 644 | 627 |
EBITDA | 2.7% | 654 | 637 | 611 | 598 | - |
EBITDA Margin | -0.5% | 0.30* | 0.30* | 0.30* | 0.30* | - |
Earnings Before Taxes | -1.0% | 481 | 486 | 460 | 446 | 432 |
EBT Margin | 2.5% | 0.22* | 0.22* | 0.22* | 0.22* | - |
Interest Expenses | 1.6% | 30.00 | 30.00 | 30.00 | 30.00 | 30.00 |
Net Income | -0.6% | 367 | 369 | 338 | 330 | 308 |
Net Income Margin | 6.0% | 0.17* | 0.16* | 0.16* | 0.15* | - |
Free Cahsflow | 7.5% | 443 | 412 | 436 | 512 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Assets | 1.4% | 8,517 | 8,402 | 8,206 | 7,421 | 7,357 |
Current Assets | 2.2% | 5,298 | 5,186 | 5,007 | 4,181 | 4,100 |
Cash Equivalents | 1.8% | 5,056 | 4,968 | 4,774 | 3,964 | 3,929 |
Net PPE | 3.0% | 331 | 321 | 306 | 298 | 284 |
Goodwill | 0.1% | 2,318 | 2,315 | 2,302 | 2,314 | 2,320 |
Liabilities | 1.2% | 1,551 | 1,532 | 1,499 | 1,536 | 1,560 |
Current Liabilities | 7.6% | 401 | 373 | 326 | 350 | 370 |
LT Debt, Non Current | 0.0% | 990 | 989 | 989 | 989 | 988 |
Shareholder's Equity | 1.4% | 6,966 | 6,870 | 6,707 | 5,884 | 5,797 |
Retained Earnings | - | 1,830 | - | - | - | - |
Additional Paid-In Capital | - | 5,066 | - | - | - | - |
Shares Outstanding | -0.5% | 404 | 407 | 395 | 393 | 393 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Cashflow From Operations | -1.6% | 471 | 479 | 444 | 462 | 513 |
Share Based Compensation | 2.9% | 77.00 | 75.00 | 71.00 | 69.00 | 66.00 |
Cashflow From Investing | -10.5% | -76.28 | -69.06 | -160 | -154 | -259 |
Cashflow From Financing | 0.0% | 734 | 734 | 733 | -14.11 | -12.89 |
58.1%
18.1%
12.7%
Y-axis is the maximum loss one would have experienced if CoStar Group was unfortunately bought at previous high price.
21.3%
21.0%
15.6%
5.7%
FIve years rolling returns for CoStar Group.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-05-23 | Seaport Global Advisors, LLC | reduced | -27.5 | -92,635 | 168,958 | 0.53% |
2023-05-23 | Toroso Investments, LLC | added | 117 | 588,000 | 1,214,000 | 0.02% |
2023-05-22 | Raleigh Capital Management Inc. | reduced | -72.58 | -14,483 | 4,682 | -% |
2023-05-22 | AMERIPRISE FINANCIAL INC | reduced | -15.91 | -89,286,200 | 266,685,000 | 0.09% |
2023-05-22 | PUTNAM INVESTMENTS LLC | reduced | -9.28 | -19,456,700 | 81,986,000 | 0.13% |
2023-05-22 | FDx Advisors, Inc. | unchanged | - | - | 593,000 | 0.03% |
2023-05-18 | JPMORGAN CHASE & CO | added | 76.01 | 21,968,200 | 60,627,200 | 0.01% |
2023-05-18 | CENTAURUS FINANCIAL, INC. | added | 0.74 | -25,000 | 216,000 | 0.02% |
2023-05-18 | NEW YORK STATE COMMON RETIREMENT FUND | reduced | -1.95 | -5,567,000 | 38,447,000 | 0.05% |
2023-05-18 | COURIER CAPITAL LLC | unchanged | - | -25,416 | 207,583 | 0.02% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | price t rowe associates inc /md/ | 1.6% | 6,678,381 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 11.01% | 44,771,685 | SC 13G/A | |
Jan 30, 2023 | blackrock inc. | 7.8% | 31,629,923 | SC 13G/A | |
Feb 14, 2022 | price t rowe associates inc /md/ | 6.9% | 27,653,214 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 8.75% | 34,552,931 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 6.1% | 23,945,281 | SC 13G/A | |
Feb 16, 2021 | price t rowe associates inc /md/ | 11.3% | 4,458,648 | SC 13G/A | |
Feb 12, 2021 | bamco inc /ny/ | 4.62% | 1,821,751 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.76% | 3,454,187 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 8.9% | 3,500,291 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
May 25, 2023 | 4 | Insider Trading | |
May 12, 2023 | PX14A6G | PX14A6G | |
May 05, 2023 | 4 | Insider Trading | |
May 02, 2023 | 4 | Insider Trading | |
Apr 28, 2023 | 144 | Notice of Insider Sale Intent | |
Apr 27, 2023 | ARS | ARS | |
Apr 27, 2023 | DEF 14A | DEF 14A | |
Apr 27, 2023 | DEFA14A | DEFA14A | |
Apr 26, 2023 | 10-Q | Quarterly Report | |
Apr 25, 2023 | 8-K | Current Report |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-05-02 | Wheeler Scott T | gifted | - | - | 447 | chief financial officer |
2023-05-02 | Wheeler Scott T | gifted | - | - | -5,051 | chief financial officer |
2023-04-28 | FLORANCE ANDREW C | sold | -27,677,900 | 76.77 | -360,530 | president and ceo |
2023-04-28 | FLORANCE ANDREW C | acquired | 6,590,490 | 18.28 | 360,530 | president and ceo |
2023-03-31 | Hill John W | sold | -157,550 | 68.5 | -2,300 | - |
2023-03-17 | SIMURO FRANK | acquired | 499,774 | 21.1859 | 23,590 | chief technology officer |
2023-03-15 | DESMARAIS MICHAEL J | sold (taxes) | -149,440 | 67.62 | -2,210 | chief human resources officer |
2023-03-15 | Wheeler Scott T | sold (taxes) | -809,750 | 67.62 | -11,975 | chief financial officer |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2023 | Mar. 31, 2022 | |
Income Statement [Abstract] | ||
Revenues | $ 584,366 | $ 515,825 |
Cost of revenues | 119,196 | 95,479 |
Gross profit | 465,170 | 420,346 |
Operating expenses: | ||
Selling and marketing (excluding customer base amortization) | 226,234 | 143,997 |
Software development | 66,590 | 54,021 |
General and administrative | 89,508 | 77,961 |
Customer base amortization | 10,617 | 16,092 |
Total operating expenses | 392,949 | 292,071 |
Income from operations | 72,221 | 128,275 |
Interest income (expense), net | 43,548 | (7,718) |
Other income, net | 581 | 864 |
Income before income taxes | 116,350 | 121,421 |
Income tax expense | 29,219 | 32,103 |
Net income | $ 87,131 | $ 89,318 |
Net income per share - basic (in USD per share) | $ 0.22 | $ 0.23 |
Net income per share - diluted (in USD per share) | $ 0.21 | $ 0.23 |
Weighted-average outstanding shares - basic (in shares) | 404,490 | 392,895 |
Weighted-average outstanding shares - diluted (in shares) | 406,157 | 394,234 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Mar. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 5,055,646 | $ 4,967,970 |
Accounts receivable | 196,655 | 166,140 |
Less: Allowance for credit losses | (14,897) | (12,195) |
Accounts receivable, net | 181,758 | 153,945 |
Prepaid expenses and other current assets | 60,232 | 63,952 |
Total current assets | 5,297,636 | 5,185,867 |
Deferred income taxes, net | 9,722 | 9,722 |
Property and equipment, net | 330,836 | 321,250 |
Lease right-of-use assets | 76,174 | 80,392 |
Goodwill | 2,318,133 | 2,314,759 |
Intangible assets, net | 312,420 | 329,306 |
Deferred commission costs, net | 152,929 | 142,482 |
Deposits and other assets | 17,057 | 16,687 |
Income tax receivable | 2,005 | 2,005 |
Total assets | 8,516,912 | 8,402,470 |
Current liabilities: | ||
Accounts payable | 31,664 | 28,460 |
Accrued wages and commissions | 89,352 | 104,988 |
Accrued expenses | 86,669 | 89,113 |
Income taxes payable | 39,481 | 10,438 |
Lease liabilities | 36,050 | 36,049 |
Deferred revenue | 117,805 | 103,567 |
Total current liabilities | 401,021 | 372,615 |
Long-term debt, net | 989,533 | 989,210 |
Deferred income taxes, net | 73,359 | 76,202 |
Income taxes payable | 15,295 | 14,001 |
Lease and other long-term liabilities | 72,095 | 80,321 |
Total liabilities | 1,551,303 | 1,532,349 |
Total stockholders' equity | 6,965,609 | 6,870,121 |
Total liabilities and stockholders' equity | $ 8,516,912 | $ 8,402,470 |