SMRT vs CSGP vs ZG Stock Comparison

SmartRent, Costar and Zillow Prices as of Oct 27, 2026 Peers: Industry group
SMRT SmartRent, Inc.
$1.31 +11.0% 1M -9.7% 1Y
Market cap
$251.01M
P/E
–
Revenue (TTM)
$151.20M
Div. yield
–
Real Estate Software Technology
1 win
CSGP Costar Group, Inc.
$32.01 +14.0% 1M -59.0% 1Y
Market cap
$12.97B
P/E
148.0x
Revenue (TTM)
$3.67B
Div. yield
–
Real Estate Software Technology
4 wins
ZG Zillow Group, Inc.
$33.18 +13.2% 1M -55.2% 1Y
Market cap
$7.46B
P/E
137.5x
Revenue (TTM)
$2.81B
Div. yield
–
Real Estate Software Technology
4 wins

Head to Head

9 decided of 12

Costar leads on 4 of the 12 questions below (Costar 4, Zillow 4, SmartRent 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSMRTCSGPZGLeader
Larger companyMarket capitalisation $251.01M $12.97B $7.46B CSGP
Cheaper on earningsLower P/E, profitable companies only -12.9x 148.0x 137.5x ZG
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 22.7x 14.2x ZG
Faster revenue growthRevenue growth, trailing twelve months -2.8% +20.2% +17.7% CSGP
More profitableNet margin, trailing twelve months -13.0% — 2.0% ZG
Better return on capitalReturn on invested capital — — 0.2% –
Less leveragedLower net debt / EBITDA — — -0.7x –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months -9.7% -59.0% -55.2% SMRT
Better 5-year returnAnnualised price return, 5 years -36.8%/yr -18.2%/yr -19.9%/yr CSGP
Less volatileAnnualised volatility, 1 year 60.2% 47.9% 51.7% CSGP
Higher overall scoreMean of the five percentile scores vs peers 50/100 61/100 69/100 ZG

Percentile Scorecard

SMRTCSGPZG

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSMRTCSGPZG
Valuation 44 #50 of 89 55 #41 of 89 57 #39 of 89
Growth 83 #15 of 81 79 #18 of 81 65 #29 of 81
Profitability 33 #51 of 76 44 #43 of 76 55 #35 of 76
Financial Health 67 #32 of 94 68 #31 of 94 74 #25 of 94
Shareholder Returns 22 #40 of 51 – 96 #3 of 51
Overall 50 61 69
  • SMRT ranked among 98 companies in Vertical Software
  • CSGP ranked among 98 companies in Vertical Software
  • ZG ranked among 98 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSMRTCSGPZGSPY
1 month +11.0%+14.0%+13.2% -0.2%
3 months +31.0%+5.5%-1.9% +3.9%
6 months -2.2%-11.0%-26.1% +8.2%
Year to date -35.1%-52.4%-51.4% +12.9%
1 year -9.7%-59.0%-55.2% +12.3%
3 years -44.0%-54.6%-12.1% +87.4%
3 years, per year -17.6%-23.2%-4.2% +23.3%
5 years -89.9%-63.4%-67.0% +67.9%
5 years, per year -36.8%-18.2%-19.9% +10.9%
10 years —+66.5%+4.6% +261.1%
10 years, per year —+5.2%+0.5% +13.7%

Risk

MeasureSMRTCSGPZGSPY
Volatility, 1Y 60.2%47.9%51.7% 12.7%
Downside volatility, 1Y 56.2%51.8%55.3% 12.7%
Beta vs S&P 500, 1Y 1.300.151.18 1.00
Return / volatility, 1Y -0.16-1.23-1.07 0.97
Max drawdown, 5Y -94.9%-72.4%-74.4% -25.4%
From 52-week high -38.2%-59.1%-55.2% -1.2%
52-week high $2.12$78.23$74.14 $779.14
52-week low $0.95$26.95$27.70 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSMRTCSGPZG
P/E now vs peer median -12.9xmedian 40.1x 148.0xmedian 40.1x 137.5xmedian 40.1x
P/S now vs peer median 1.7xmedian 2.5x 3.5xmedian 2.5x 2.7xmedian 2.5x
EV/EBITDA now vs peer median -11.6xmedian 18.5x —median 18.5x 24.3xmedian 18.5x
P/FCF now vs peer median -238.6xmedian 20.1x 39.0xmedian 20.1x 28.9xmedian 20.1x
P/B now vs peer median 1.1xmedian 1.8x 1.6xmedian 1.8x 1.7xmedian 1.8x
PEG now vs peer median -0.38median 1.73 —median 1.73 4.27median 1.73

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSMRTCSGPZG
Revenue $151.20M $3.67B $2.81B
Gross profit $54.98M $2.88B $2.05B
Operating income -$22.56M $212.10M $12.00M
Net income -$19.60M – $55.00M
Free cash flow -$1.05M – $258.00M
R&D $23.23M – $611.00M
EPS (diluted) $-0.10 – $0.24
Cash & equivalents $92.66M $500.00M $572.00M
Total debt – – $1.44B
Shares (diluted) 192.41M 404.40M 227.90M
Enterprise value -$145.04M $12.99B $3.31B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSMRTCSGPZG
P/E -12.9x 148.0x 137.5x
P/FCF -238.6x 39.0x 28.9x
P/Operating cash flow -355.5x 21.0x 19.2x
P/S 1.7x 3.5x 2.7x
P/B 1.1x 1.6x 1.7x
P/Tangible book 1.2x 2.2x 1.8x
EV/EBITDA -11.6x – 24.3x
EV/EBIT -7.0x – 603.7x
EV/Revenue 1.0x 3.5x 2.6x
EV/FCF -150.5x – 28.1x
EV/Operating cash flow -224.3x 21.0x 18.7x
PEG (3Y EPS CAGR) -0.38 – 4.27

Growth

14 metrics
MetricSMRTCSGPZG
Revenue growth (1Y) -2.8% 20.2% 17.7%
Revenue CAGR (3Y) -9.9% 15.4% 14.1%
Gross profit growth (1Y) 10.3% 18.8% 13.2%
Gross profit CAGR (3Y) 31.6% 14.4% 10.5%
Operating income growth (1Y) 71.0% 362.5% 109.0%
Operating income CAGR (3Y) 33.4% -14.6% 27.0%
Net income growth (1Y) 72.9% – 188.7%
Net income CAGR (3Y) 34.9% – 32.0%
EPS growth (1Y) 73.4% – 198.0%
EPS CAGR (3Y) 34.1% – 32.2%
Operating cash flow growth (1Y) 98.4% 70.0% -19.8%
Operating cash flow CAGR (3Y) 77.1% 5.5% -4.3%
Free cash flow growth (1Y) 97.8% – -25.0%
Free cash flow CAGR (3Y) 73.9% – -7.0%

Profitability

14 metrics
MetricSMRTCSGPZG
Gross margin 36.4% – 72.9%
EBITDA margin -9.0% – 10.6%
Operating margin -14.9% – 0.4%
Pretax margin -13.1% – 2.1%
Net margin -13.0% – 2.0%
FCF margin -0.7% – 9.2%
Operating cash flow margin -0.5% 16.8% 13.8%
Return on equity -8.6% – 1.3%
Return on assets -6.6% – 1.0%
Return on invested capital – – 0.2%
Return on capital employed -8.9% – 0.3%
Asset turnover 0.5x 0.4x 0.5x
Cash conversion (OCF / net income) 0.0x – 7.1x
Stock comp / revenue 6.7% 4.2% 12.9%

Financial Health

11 metrics
MetricSMRTCSGPZG
Debt / assets – – 8.8%
Debt / equity – – 0.1x
Net debt / EBITDA – – -0.7x
Debt / FCF – – 1.8x
Liabilities / assets 23.3% 22.1% 18.8%
Equity / assets 76.7% 77.7% 81.2%
Interest coverage -59.4x – 0.7x
Current ratio 3.8x 1.3x 1.9x
Quick ratio 3.1x – 0.9x
Cash ratio 2.2x – 0.8x
Altman Z-score 0.91 – 4.74

Shareholder Returns

7 metrics
MetricSMRTCSGPZG
Dividend yield – – –
Net buyback yield -0.4% – 12.6%
Shareholder yield -0.4% – 12.6%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSMRTCSGPZG
Forward P/E – 22.7xFY2026 14.2xFY2026
EPS, next fiscal year $-0.10FY2026 $1.41FY2026 $2.34FY2026
EPS growth, next FY – +62.1%FY2026 +42.7%FY2026
EPS growth, the year after – +29.8% +26.9%
Revenue, next fiscal year $154.91MFY2026 $3.92BFY2026 $3.04BFY2026
Revenue growth, next FY +13.1%FY2026 +20.8%FY2026 +17.8%FY2026
Revenue growth, the year after +28.9% +0.8% +11.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSMRTCSGPZG
Held by institutions 64.9% 100.0% 18.3%
Institutions holding 130 751 263
Change in shares held, QoQ +3.0% +2.0% +0.1%
Institutions buying 72 415 124
Institutions selling 33 257 98
Buyers to sellers 2.18 1.61 1.27

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SMRTCSGPZG
SMRT 1.00 0.12 0.17
CSGP 0.12 1.00 0.58
ZG 0.17 0.58 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SMRT, CSGP and ZG?

Costar (CSGP) is the largest by market capitalisation: SmartRent (SMRT) $251.01M, Costar (CSGP) $12.97B, Zillow (ZG) $7.46B.

Which stock is cheaper, SMRT, CSGP and ZG?

Zillow (ZG) trades on the lowest price-to-earnings ratio (SmartRent (SMRT) -12.9x, Costar (CSGP) 148.0x, Zillow (ZG) 137.5x). On next year's consensus earnings, Zillow (ZG) is cheapest (Costar (CSGP) 22.7x, Zillow (ZG) 14.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Costar (CSGP) grew revenue fastest over the trailing twelve months: SmartRent (SMRT) -2.8%, Costar (CSGP) +20.2%, Zillow (ZG) +17.7%.

Which company is more profitable?

Zillow (ZG) has the highest net margin (SmartRent (SMRT) -13.0%, Zillow (ZG) 2.0%).

Which stock has performed better?

Over the past year SmartRent (SMRT) returned the most: SmartRent (SMRT) -9.7%, Costar (CSGP) -59.0%, Zillow (ZG) -55.2%. Over five years, Costar (CSGP) compounded fastest (SmartRent (SMRT) -36.8%/yr, Costar (CSGP) -18.2%/yr, Zillow (ZG) -19.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Costar (CSGP) has been the steadiest (SmartRent (SMRT) 60.2%, Costar (CSGP) 47.9%, Zillow (ZG) 51.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SMRT, CSGP and ZG?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Costar (CSGP) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.