Positioning political buying, disclosed 2026-08-19
Options no verdict drawn today, left as found
Ethical passes the values gate
Price29.58 USD
Fair value31.86
Ethical score82.8/100
RatingFAIR VALUE
Our investment reviews on this name
2026-08-26Read Markup32.26-8.3% to today
2026-07-02Read Distribution33.89-12.7% to today ✓
Our analytic regime reads on this name, dated and marked against today's price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
CoStar Group holds its Distribution at $29.58. The statistical read favours the sellers, held for 57 days.
As held on the ledger · 2026-09-09
Phase
Distribution · caution
Quantitative state
The statistical read favours the sellers, held for 57 days
Price at the screen
$29.58
Valuation
164.33 trailing · 17.07 forward price to earnings
Values screen
PASS· score 82.8
Beta
0.75
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
11.24%
Below 33%
Interest-bearing debt is just 11.2% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
17.72%
Below 49%
Money owed to the company is 17.7% of assets, under the 49% limit.
Pass
Revenue purity
3.39%
Below 5%
Only 3.4% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Conscience Overlay
Conscience flag · AFSC Divest List
The quantitative screen above is arithmetic and this name passes it. Separately, community boycott lists cite this company: Cited by AFSC for providing commercial real estate data services used in settlement-related property transactions. The desk records that flag here without folding it into the verdict: the screen measures the balance sheet, the overlay informs the conscience, and they are different judgements that belong to different owners. The second one is yours.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads FAIR VALUE: it trades at roughly a 8% discount to our $31.86 fair value, weak competitive moat, 18.40% revenue growth.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. A 7.7% margin of safety to the base estimate.
Third-party analyst targets: 20 covering, consensus Buy. The average target sits +22% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-09 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Property data firm sits at fair value
Every time an agent pulls up listings or a landlord checks rents in a new city, they rely on detailed property records that are hard to assemble at scale. CoStar supplies that data across several continents, with revenue rising 22 percent a year and a forward multiple of 16.8 times earnings. The shares trade 22 percent below our fair value estimate, yet the business shows only a 1 percent profit margin and zero return on equity.
A weak moat leaves it exposed if larger platforms or free data sources gain ground. Real estate cycles can also cut transaction volumes quickly, which would pressure the thin margins even if twenty analysts still favour the name with a 44 dollar median target.
Ethical screens raise no concerns. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
CSGP trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-08-26Markup · changed$32.26+8.3%Entry 5
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 8.3% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 58%. Our forward projection puts the odds of a 10% gain over the next month near 10%. The street (19 analysts) rates it buy, with a mean price target of $49.
2026-07-25Distribution$29.78-12.1%Entry 4
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 12.1% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 58%. Our forward projection puts the odds of a 10% gain over the next month near 10%. The street (19 analysts) rates it buy, with a mean price target of $49.
2026-07-18Distribution$33.89+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 58%. Our forward projection puts the odds of a 10% gain over the next month near 10%. The street (19 analysts) rates it buy, with a mean price target of $49.
2026-07-03Distribution$33.89+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Distribution$33.89Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
