Alexandria Real Estate Equities Inc (ARE)vsCousins Properties Incorporated (CUZ)
ARE
Alexandria Real Estate Equities Inc
$49.74
+2.60%
REAL ESTATE · Cap: $8.97B
CUZ
Cousins Properties Incorporated
$29.62
-0.70%
REAL ESTATE · Cap: $5.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 186% more annual revenue ($2.93B vs $1.03B). CUZ leads profitability with a 0.6% profit margin vs -36.1%. CUZ appears more attractively valued with a PEG of 1.31. CUZ earns a higher WallStSmart Score of 63/100 (C+).
ARE
Buy51
out of 100
Grade: C-
CUZ
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.5%
Fair Value
$113.12
Current Price
$49.74
$63.38 discount
Margin of Safety
+56.6%
Fair Value
$53.29
Current Price
$29.62
$23.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 648.0% YoY
Reasonable price relative to book value
Earnings expanding 84.4% YoY
Strong operational efficiency at 24.2%
Areas to Watch
Expensive relative to growth rate
ROE of -6.5% — below average capital efficiency
Revenue declined 11.5%
Currently unprofitable
0.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -0.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
Bull Case : CUZ
The strongest argument for CUZ centers on Price/Book, EPS Growth, Operating Margin. Revenue growth of 11.6% demonstrates continued momentum. PEG of 1.31 suggests the stock is reasonably priced for its growth.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : CUZ
The primary concerns for CUZ are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 788.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ARE profiles as a turnaround stock while CUZ is a value play — different risk/reward profiles.
ARE carries more volatility with a beta of 1.18 — expect wider price swings.
CUZ is growing revenue faster at 11.6% — sustainability is the question.
ARE generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
CUZ scores higher overall (63/100 vs 51/100) and 11.6% revenue growth. ARE offers better value entry with a 52.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alexandria Real Estate Equities Inc
REAL ESTATE · REIT - OFFICE · USA
Alexandria Real Estate Equities, Inc. is an American real estate investment trust that invests in office buildings and laboratories leased to tenants in the life science and technology industries.
Visit Website →Cousins Properties Incorporated
REAL ESTATE · REIT - OFFICE · USA
Cousins Properties is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT).
Compare with Other REIT - OFFICE Stocks
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