Cousins Properties Incorporated (CUZ)vsWelltower Inc (WELL)
CUZ
Cousins Properties Incorporated
$27.69
-0.22%
REAL ESTATE · Cap: $4.77B
WELL
Welltower Inc
$200.84
+1.69%
REAL ESTATE · Cap: $137.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 1079% more annual revenue ($11.77B vs $997.68M). WELL leads profitability with a 12.0% profit margin vs -0.5%. CUZ appears more attractively valued with a PEG of 1.31. WELL earns a higher WallStSmart Score of 57/100 (C).
CUZ
Hold46
out of 100
Grade: D+
WELL
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.9%
Fair Value
$52.40
Current Price
$27.69
$24.71 discount
Margin of Safety
-78.3%
Fair Value
$116.05
Current Price
$200.84
$84.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 22.1%
Revenue surging 38.3% year-over-year
Earnings expanding 157.9% YoY
Large-cap with strong market position
Areas to Watch
4.8% revenue growth
Weak financial health signals
ROE of -0.1% — below average capital efficiency
Earnings declined 30.5%
ROE of 3.2% — 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. 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 Revenue Growth, Piotroski F-Score, Return on Equity.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 94.4x leaves little room for execution misses.
Key Dynamics to Monitor
CUZ profiles as a turnaround stock while WELL is a growth play — different risk/reward profiles.
CUZ carries more volatility with a beta of 1.20 — expect wider price swings.
WELL is growing revenue faster at 38.3% — sustainability is the question.
WELL generates stronger free cash flow (282M), providing more financial flexibility.
Bottom Line
WELL scores higher overall (57/100 vs 46/100) and 38.3% revenue growth. CUZ offers better value entry with a 55.9% 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).
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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