Compass Inc (COMP) is overvalued and Costar Group Inc (CSGP) is overvalued.
Both trade above our estimate of their intrinsic value. COMP is the closer of the two: -30%, against -661% for CSGP.
Values as of the 22 Sept 2026 close.
A 0.9x revenue multiple, discounted for its losses, values the shares at $7.43; the price of $9.67 is 30% above that value.
Leak Score 0/100 on 3 of 12 signals
Discounting its cash flows at 8.9% (average of 3 methods) values the shares at $3.78; the price of $28.77 is 661% above that value.
Leak Score 27/100 on 3 of 12 signals
| Metric | COMP | CSGP |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $9.67 | $28.77 |
| Intrinsic value | $7.43 | $3.78 |
| Margin of safety | -30% | -661% |
| Leak Score | 0/100 (3/12) | 27/100 (3/12) |
| Market cap | $7.4B | $11.7B |
| Revenue growth, 5 years | 13.4% | 14.4% |
| Operating margin | -0.2% | 2.4% |
| Net margin | 0.6% | 2.1% |
| Return on equity | 3.6% | 0.9% |
| Debt to equity | 1.38 | 0.15 |
| P/E | 181.4x | 158.3x |
| Forward P/E | 37.4x | 16.8x |
| P/B | 2.5x | 1.5x |