Cousins Properties Incorporated (CUZ)vsVornado Realty Trust (VNO)
CUZ
Cousins Properties Incorporated
$28.90
+0.84%
REAL ESTATE · Cap: $4.72B
VNO
Vornado Realty Trust
$35.28
-0.84%
REAL ESTATE · Cap: $7.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Vornado Realty Trust generates 83% more annual revenue ($1.88B vs $1.03B). VNO leads profitability with a 3.6% profit margin vs 0.6%. 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+
VNO
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.1%
Fair Value
$52.74
Current Price
$28.90
$23.84 discount
Margin of Safety
+34.2%
Fair Value
$45.97
Current Price
$35.28
$10.69 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
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
3.6% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
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 : VNO
The strongest argument for VNO centers on Price/Book.
Bear Case : CUZ
The primary concerns for CUZ are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 716.5x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 1186.0x leaves little room for execution misses. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
VNO carries more volatility with a beta of 1.54 — expect wider price swings.
CUZ is growing revenue faster at 11.6% — sustainability is the question.
CUZ generates stronger free cash flow (83M), providing more financial flexibility.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CUZ scores higher overall (63/100 vs 43/100) and 11.6% revenue growth. VNO offers better value entry with a 34.2% 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).
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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