Compass
COMP · Real Estate Services
$9.75
2.2%CoStar Group
CSGP · Real Estate Services
$33.92
4.3%The short version
- Compass is the larger business, with $7.0B of revenue in fiscal 2025 against $3.2B for CoStar Group, about 2.1 times as much.
- Compass grew revenue faster (23.7%, against 18.7%).
- Compass kept more of each dollar of sales as operating profit (−0.9% operating margin, against −2.2% operating margin).
- CoStar Group turned more of its sales into free cash flow (3.8% FCF margin, against 2.9% FCF margin).
- Investors pay more for each dollar of CoStar Group’s earnings: a P/E of 188.4x against 162.5x for Compass.
| Latest fiscal year | COMP · FY25 | CSGP · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.2B | $13.7B |
| Revenue | $7.0B | $3.2B |
| Free cash flow | $203M | $123M |
| Net income | −$58.5M | $7.0M |
| Growth | ||
| Revenue growth | 23.7% | 18.7% |
| 5-year growth | 13.4% | 14.4% |
| Share count change | 12.1% | 3.2% |
| Profitability | ||
| Gross margin | — | 78.9% |
| Operating margin | −0.9% | −2.2% |
| Net margin | −0.8% | 0.2% |
| FCF margin | 2.9% | 3.8% |
| Return on capital | — | −0.6% |
| Return on equity | −9.8% | 0.1% |
| Balance sheet | ||
| Net debt | — | −$629M |
| Net debt / EBITDA | — | −3.3x |
| Dividends and buybacks | $0.0M | $500M |
| Valuation & quality | ||
| P/E | 162.5x | 188.4x |
| Piotroski F-score | — | 5 |
FY16
COMP —
CSGP $838M
FY17
COMP —
CSGP $965M
FY18
COMP —
CSGP $1.2B
FY19
COMP $2.4B
CSGP $1.4B
FY20
COMP $3.7B
CSGP $1.7B
FY21
COMP $6.4B
CSGP $1.9B
FY22
COMP $6.0B
CSGP $2.2B
FY23
COMP $4.9B
CSGP $2.5B
FY24
COMP $5.6B
CSGP $2.7B
FY25
COMP $7.0B
CSGP $3.2B
COMP
CSGP
FY16
COMP —
CSGP 17.3%
FY17
COMP —
CSGP 18.0%
FY18
COMP —
CSGP 23.0%
FY19
COMP −16.8%
CSGP 26.0%
FY20
COMP −7.4%
CSGP 17.4%
FY21
COMP −7.7%
CSGP 22.2%
FY22
COMP −9.8%
CSGP 20.7%
FY23
COMP −6.5%
CSGP 11.5%
FY24
COMP −2.8%
CSGP 0.2%
FY25
COMP −0.9%
CSGP −2.2%
COMP
CSGP
FY16
COMP —
CSGP $182M
FY17
COMP —
CSGP $210M
FY18
COMP —
CSGP $306M
FY19
COMP −$451M
CSGP $412M
FY20
COMP −$101M
CSGP $438M
FY21
COMP −$78.7M
CSGP $346M
FY22
COMP −$362M
CSGP $444M
FY23
COMP −$37.1M
CSGP $372M
FY24
COMP $106M
CSGP −$186M
FY25
COMP $203M
CSGP $123M
COMP
CSGP
FY16
COMP —
CSGP 6.2%
FY17
COMP —
CSGP 9.0%
FY18
COMP —
CSGP 13.7%
FY19
COMP —
CSGP 13.8%
FY20
COMP —
CSGP 9.7%
FY21
COMP —
CSGP 11.3%
FY22
COMP —
CSGP 11.9%
FY23
COMP —
CSGP 7.0%
FY24
COMP —
CSGP 0.1%
FY25
COMP —
CSGP −0.6%
COMP
CSGP
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.