SMRT vs CSGP Stock Comparison

SmartRent and Costar Prices as of Oct 26, 2026 Peers: Industry group
SMRT SmartRent, Inc.
$1.28 +8.5% 1M -14.1% 1Y
Market cap
$253.02M
P/E
–
Revenue (TTM)
$151.20M
Div. yield
–
Real Estate Software Technology
1 win
CSGP Costar Group, Inc.
$33.70 +20.0% 1M -56.7% 1Y
Market cap
$12.93B
P/E
175.6x
Revenue (TTM)
$3.56B
Div. yield
–
Real Estate Software Technology
6 wins

Head to Head

7 decided of 12

Costar leads on 6 of the 12 questions below (Costar 6, SmartRent 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSMRTCSGPLeader
Larger companyMarket capitalisation $253.02M $12.93B CSGP
Cheaper on earningsLower P/E, profitable companies only -12.9x 175.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 23.9x –
Faster revenue growthRevenue growth, trailing twelve months -2.8% +22.0% CSGP
More profitableNet margin, trailing twelve months -13.0% 2.1% CSGP
Better return on capitalReturn on invested capital — 0.6% –
Less leveragedLower net debt / EBITDA — -0.5x –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -14.1% -56.7% SMRT
Better 5-year returnAnnualised price return, 5 years -37.0%/yr -17.8%/yr CSGP
Less volatileAnnualised volatility, 1 year 60.3% 47.8% CSGP
Higher overall scoreMean of the five percentile scores vs peers 49/100 64/100 CSGP

Percentile Scorecard

SMRTCSGP

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

AxisSMRTCSGP
Valuation 45 #50 of 90 51 #45 of 90
Growth 83 #15 of 82 46 #45 of 82
Profitability 33 #52 of 77 57 #34 of 77
Financial Health 65 #34 of 96 79 #21 of 96
Shareholder Returns 21 #43 of 54 87 #8 of 54
Overall 49 64
  • SMRT ranked among 99 companies in Vertical Software
  • CSGP ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodSMRTCSGPSPY
1 month +8.5%+20.0% -0.8%
3 months +33.3%+15.5% +3.5%
6 months -5.9%-7.0% +7.0%
Year to date -36.6%-49.9% +12.2%
1 year -14.1%-56.7% +13.0%
3 years -45.3%-52.3% +86.3%
3 years, per year -18.2%-21.9% +23.1%
5 years -90.1%-62.5% +68.6%
5 years, per year -37.0%-17.8% +11.0%
10 years —+61.2% +258.0%
10 years, per year —+4.9% +13.6%

Risk

MeasureSMRTCSGPSPY
Volatility, 1Y 60.3%47.8% 12.7%
Downside volatility, 1Y 56.2%51.5% 12.7%
Beta vs S&P 500, 1Y 1.300.17 1.00
Return / volatility, 1Y -0.23-1.19 1.02
Max drawdown, 5Y -94.9%-72.4% -25.4%
From 52-week high -39.6%-56.9% -1.8%
52-week high $2.12$78.23 $779.14
52-week low $0.95$26.95 $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.

MultipleSMRTCSGP
P/E now vs peer median -12.6xmedian 42.4x 185.0xmedian 42.4x
P/S now vs peer median 1.6xmedian 2.7x 3.8xmedian 2.7x
EV/EBITDA now vs peer median -11.2xmedian 19.0x 25.3xmedian 19.0x
P/FCF now vs peer median -233.1xmedian 19.4x 48.8xmedian 19.4x
P/B now vs peer median 1.1xmedian 1.8x 1.7xmedian 1.8x
PEG now vs peer median -0.37median 1.75 -4.38median 1.75

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 monthsSMRTCSGP
Revenue $151.20M $3.56B
Gross profit $54.98M $2.80B
Operating income -$22.56M $77.00M
Net income -$19.60M $73.60M
Free cash flow -$1.05M $280.00M
R&D $23.23M $435.40M
EPS (diluted) $-0.10 $0.18
Cash & equivalents $92.66M $1.27B
Total debt – $994.00M
Shares (diluted) 192.41M 404.40M
Enterprise value -$143.03M $6.88B

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
MetricSMRTCSGP
P/E -12.6x 185.0x
P/FCF -233.1x 48.8x
P/Operating cash flow -347.4x 27.5x
P/S 1.6x 3.8x
P/B 1.1x 1.7x
P/Tangible book 1.2x 2.2x
EV/EBITDA -11.2x 25.3x
EV/EBIT -6.8x 173.8x
EV/Revenue 1.0x 3.8x
EV/FCF -145.1x 47.8x
EV/Operating cash flow -216.1x 26.9x
PEG (3Y EPS CAGR) -0.37 -4.38

Growth

14 metrics
MetricSMRTCSGP
Revenue growth (1Y) -2.8% 22.0%
Revenue CAGR (3Y) -9.9% 15.3%
Gross profit growth (1Y) 10.3% 21.0%
Gross profit CAGR (3Y) 31.6% 14.3%
Operating income growth (1Y) 71.0% 1,383%
Operating income CAGR (3Y) 33.4% -40.4%
Net income growth (1Y) 72.9% -29.3%
Net income CAGR (3Y) 34.9% -42.4%
EPS growth (1Y) 73.4% -25.8%
EPS CAGR (3Y) 34.1% -42.2%
Operating cash flow growth (1Y) 98.4% 25.7%
Operating cash flow CAGR (3Y) 77.1% -4.2%
Free cash flow growth (1Y) 97.8% 201.7%
Free cash flow CAGR (3Y) 73.9% -18.1%

Profitability

14 metrics
MetricSMRTCSGP
Gross margin 36.4% 78.7%
EBITDA margin -9.0% 14.9%
Operating margin -14.9% 2.2%
Pretax margin -13.1% 2.8%
Net margin -13.0% 2.1%
FCF margin -0.7% 7.9%
Operating cash flow margin -0.5% 14.0%
Return on equity -8.6% 0.9%
Return on assets -6.6% 0.7%
Return on invested capital – 0.6%
Return on capital employed -8.9% 0.8%
Asset turnover 0.5x 0.4x
Cash conversion (OCF / net income) 0.0x 6.8x
Stock comp / revenue 6.7% 5.4%

Financial Health

11 metrics
MetricSMRTCSGP
Debt / assets – 9.8%
Debt / equity – 0.1x
Net debt / EBITDA – -0.5x
Debt / FCF – 3.6x
Liabilities / assets 23.3% 21.6%
Equity / assets 76.7% 78.4%
Interest coverage -59.4x –
Current ratio 3.8x 2.2x
Quick ratio 3.1x 2.0x
Cash ratio 2.2x 1.7x
Altman Z-score 0.86 –

Shareholder Returns

7 metrics
MetricSMRTCSGP
Dividend yield – –
Net buyback yield -0.4% 7.3%
Shareholder yield -0.4% 7.3%
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.

ConsensusSMRTCSGP
Forward P/E – 23.9xFY2026
EPS, next fiscal year $-0.10FY2026 $1.41FY2026
EPS growth, next FY – +62.1%FY2026
EPS growth, the year after – +29.8%
Revenue, next fiscal year $154.91MFY2026 $3.92BFY2026
Revenue growth, next FY +13.1%FY2026 +20.8%FY2026
Revenue growth, the year after +28.9% +0.8%

Institutional Ownership

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

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.

SMRTCSGP
SMRT 1.00 0.13
CSGP 0.13 1.00

Add a Peer

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Frequently Asked Questions

Which is bigger, SMRT and CSGP?

Costar (CSGP) is the largest by market capitalisation: SmartRent (SMRT) $253.02M, Costar (CSGP) $12.93B.

Which company is growing faster?

Costar (CSGP) grew revenue fastest over the trailing twelve months: SmartRent (SMRT) -2.8%, Costar (CSGP) +22.0%.

Which company is more profitable?

Costar (CSGP) has the highest net margin (SmartRent (SMRT) -13.0%, Costar (CSGP) 2.1%).

Which stock has performed better?

Over the past year SmartRent (SMRT) returned the most: SmartRent (SMRT) -14.1%, Costar (CSGP) -56.7%. Over five years, Costar (CSGP) compounded fastest (SmartRent (SMRT) -37.0%/yr, Costar (CSGP) -17.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Costar (CSGP) has been the steadiest (SmartRent (SMRT) 60.3%, Costar (CSGP) 47.8%). Volatility measures how widely the price swings, not the risk of the business.

Do SMRT and CSGP move together?

Their daily returns over the past year have a correlation of 0.13, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, SMRT and CSGP?

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 6. 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.