Cousins Properties Incorporated (CUZ)vsVornado Realty Trust (VNO)
CUZ
Cousins Properties Incorporated
$21.85
-5.21%
REAL ESTATE · Cap: $3.67B
VNO
Vornado Realty Trust
$25.41
-4.04%
REAL ESTATE · Cap: $5.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Vornado Realty Trust generates 89% more annual revenue ($1.86B vs $985.66M). VNO leads profitability with a 48.5% profit margin vs 4.1%. CUZ appears more attractively valued with a PEG of 1.31. VNO earns a higher WallStSmart Score of 61/100 (C+).
CUZ
Buy58
out of 100
Grade: C
VNO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1319.0%
Fair Value
$1.63
Current Price
$21.85
$20.22 premium
Margin of Safety
+84.0%
Fair Value
$188.60
Current Price
$25.41
$163.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 86 in profit
Strong operational efficiency at 21.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
Areas to Watch
4.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 30.5%
Expensive relative to growth rate
Revenue declined 8.1%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CUZ
The strongest argument for CUZ centers on Price/Book, Return on Equity, Operating Margin. Revenue growth of 13.3% demonstrates continued momentum. PEG of 1.31 suggests the stock is reasonably priced for its growth.
Bull Case : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.5% and operating margin at 13.6%.
Bear Case : CUZ
The primary concerns for CUZ are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 91.0x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
CUZ profiles as a value stock while VNO is a declining play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.53 — expect wider price swings.
CUZ is growing revenue faster at 13.3% — sustainability is the question.
CUZ generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
VNO scores higher overall (61/100 vs 58/100), backed by strong 48.5% margins. 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.
Cousins Properties Incorporated
REAL ESTATE · REIT - OFFICE · USA
Cousins Properties is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT).
Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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