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47/100 Watch CoStar Group Deep Value Investment Analysis CoStar Group is a high-quality real estate data and marketplace company anchored by commercial real estate subscriptions. The core data business remains durable, with renewal rates around 89%, but heavy residential portal investment has pushed operating margin from 22% to -2%, leaving limited margin of safety near the upper end of the fair range around $34 and an ideal buy zone of $22-28. Research rating Watch: a strong core business deserves monitoring, but the current price already discounts meaningful residential profit improvement. CoStar Group, Inc.CSGP · 미국PropTech2026년 5월 21일