Cousins Properties Incorporated (CUZ)vsWelltower Inc (WELL)
CUZ
Cousins Properties Incorporated
$25.06
-2.15%
REAL ESTATE · Cap: $4.16B
WELL
Welltower Inc
$212.09
-1.00%
REAL ESTATE · Cap: $153.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 1094% more annual revenue ($11.77B vs $985.66M). WELL leads profitability with a 12.0% profit margin vs 4.1%. CUZ appears more attractively valued with a PEG of 1.31. WELL earns a higher WallStSmart Score of 57/100 (C).
CUZ
Buy55
out of 100
Grade: C
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.2%
Fair Value
$58.13
Current Price
$25.06
$33.07 discount
Margin of Safety
-58.0%
Fair Value
$131.57
Current Price
$212.09
$80.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Revenue surging 38.3% year-over-year
Earnings expanding 162.6% YoY
Large-cap with strong market position
Areas to Watch
ROE of 0.9% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CUZ
The strongest argument for CUZ centers on Price/Book, 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 : WELL
The strongest argument for WELL centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.3% demonstrates continued momentum.
Bear Case : CUZ
The primary concerns for CUZ are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 104.4x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
CUZ profiles as a value stock while WELL is a growth play — different risk/reward profiles.
CUZ carries more volatility with a beta of 1.17 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (647M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 55/100) and 38.3% revenue growth. CUZ offers better value entry with a 60.2% 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.
Cousins Properties Incorporated
REAL ESTATE · REIT - OFFICE · USA
Cousins Properties is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT).
Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - OFFICE Stocks
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