Cousins Properties Incorporated (CUZ)vsRexford Industrial Realty Inc (REXR)
CUZ
Cousins Properties Incorporated
$28.51
-1.25%
REAL ESTATE · Cap: $4.55B
REXR
Rexford Industrial Realty Inc
$37.13
-3.00%
REAL ESTATE · Cap: $8.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Cousins Properties Incorporated generates 3% more annual revenue ($1.03B vs $991.92M). CUZ leads profitability with a 0.6% profit margin vs -39.2%. CUZ appears more attractively valued with a PEG of 1.31. CUZ earns a higher WallStSmart Score of 63/100 (C+).
CUZ
Buy63
out of 100
Grade: C+
REXR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.8%
Fair Value
$52.33
Current Price
$28.51
$23.82 discount
Margin of Safety
+70.5%
Fair Value
$127.19
Current Price
$37.13
$90.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 84.4% YoY
Strong operational efficiency at 24.2%
Reasonable price relative to book value
Strong operational efficiency at 41.6%
Earnings expanding 28.0% YoY
Areas to Watch
0.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -0.1% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 1.6%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : CUZ
The primary concerns for CUZ are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 691.0x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
CUZ profiles as a value stock while REXR is a turnaround play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.20 — expect wider price swings.
CUZ is growing revenue faster at 11.6% — sustainability is the question.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CUZ scores higher overall (63/100 vs 49/100) and 11.6% revenue growth. REXR offers better value entry with a 70.5% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cousins Properties Incorporated
REAL ESTATE · REIT - OFFICE · USA
Cousins Properties is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT).
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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