Skip to content
Screener

CoStar Group CSGP Subscription-Based Contracts — Product concentration risk

Similar metrics at other companies

JFrog Ltd. logo
FROGSubscription — Concentration Risk %
44%-8.0pp
NTS
NTSKSubscription Revenue — Concentration Risk %
99%0.0pp
JFrog Ltd. logo
FROGSelfmanaged Subscription — Concentration Risk %
49%-8.0pp
CuriosityStream logo
CURISubscription — Concentration risk, percentage
58%-3.0pp
Innoviva, Inc. logo
INVAProduct — Concentration Risk %
36%+7.0pp
LQD
LQDAProduct — Concentration Risk %
47%+34.3pp

Other financials

Income statement

See full
Revenue$925.0M+18.4%
Gross profit$728.0M+18.7%
Operating income$76.0M+379%
Net income$55.0M+787%
EPS (diluted)$0.14+1,300%

Balance sheet

See full
Cash & equivalents$1.3B-66.0%
Total debt$1.2B+3.8%
Total equity$7.9B-7.8%
Total assets$10.1B-3.5%

Cash flow

See full
Operating cash flow$115.0M-21.5%
CapEx$38.0M-68.0%
Free cash flow$77.0M+178%

Valuation

See full
Market cap$12.17B-70.3%
Enterprise value$12.06B-68.6%
P/E165.3×-228×
P/S3.4×-10.6×

Profitability

See full
Gross margin78.7%-0.6pp
Operating margin-2.7%-3.9pp
Net margin2.1%-1.5pp
FCF margin8%

Returns & leverage

See full
Return on equity0.9%-0.4pp
Debt / equity0.1×0.0×
Current ratio2.2×-3.6×

Where this comes from

Reported directly by CoStar Group in its filing.

Tagged under the XBRL concept us-gaap:ConcentrationRiskPercentage1.

The source filing: CoStar Group’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001057352-26-000066

Subscription contract rates are generally based on the number of sites, number of users, organization size, the customer’s business focus, geography, the number of properties reported on or analyzed, the number and types of services to which a customer subscribes, the number of properties a customer advertises, the number of digital twins hosted, the number of transactions and average transaction size a broker or agent has closed, and the prominence and placement of a customer's advertised properties in the search results. The Company’s subscription-based licenses, advertising packages, and membership agreements generally renew automatically, and the majority have a term of at least one year. Revenue from subscription-based contracts was approximately 89% and 95% of total revenue for the three months ended June 30, 2026 and 2025, respectively, and approximately 90% and 96% of total revenue for the six months ended June 30, 2026 and 2025, respectively.

Item 1.Financial Statements

FAQ

What is CoStar Group's subscription-based contracts — product concentration risk?
CoStar Group (CSGP) reported subscription-based contracts — product concentration risk of 89% in Q2 2026.
How has CoStar Group's subscription-based contracts — product concentration risk changed year-over-year?
CoStar Group's subscription-based contracts — product concentration risk decreased by 6.3% year-over-year, from 95% to 89%.
What does subscription-based contracts — product concentration risk mean?
This metric represents the proportion of total corporate revenue derived from subscription-based service agreements. It serves as a key indicator of revenue stability and predictability, reflecting the company's reliance on recurring billing models versus transactional or one-time revenue streams. A high concentration in this segment suggests a business model anchored in long-term customer retention and consistent cash flow generation.

Ask your AI about CoStar Group's subscription-based contracts — product concentration risk.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude