Critical Comparison: Cohen & Steers (CNS) versus Its Peers

Cohen & Steers (NYSE: CNS) is one of 56 public companies in the “Investment Management” industry, but how does it compare to its rivals? We will compare Cohen & Steers to similar companies based on the strength of its valuation, dividends, earnings, analyst recommendations, institutional ownership, profitability and risk.

Profitability

This table compares Cohen & Steers and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Cohen & Steers 26.34% 33.17% 26.42%
Cohen & Steers Competitors 29.67% 112.34% 29.59%

Analyst Ratings

This is a summary of current ratings and recommmendations for Cohen & Steers and its rivals, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers 1 2 1 0 2.00
Cohen & Steers Competitors 661 2030 1954 37 2.29

Cohen & Steers presently has a consensus target price of $44.33, suggesting a potential upside of 16.94%. As a group, “Investment Management” companies have a potential downside of 1.41%. Given Cohen & Steers’ higher probable upside, research analysts plainly believe Cohen & Steers is more favorable than its rivals.

Earnings & Valuation

This table compares Cohen & Steers and its rivals revenue, earnings per share and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Cohen & Steers $366.32 million $150.50 million 18.40
Cohen & Steers Competitors $858.39 million $242.16 million -7.93

Cohen & Steers’ rivals have higher revenue and earnings than Cohen & Steers. Cohen & Steers is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Dividends

Cohen & Steers pays an annual dividend of $1.12 per share and has a dividend yield of 3.0%. Cohen & Steers pays out 54.4% of its earnings in the form of a dividend. As a group, “Investment Management” companies pay a dividend yield of 3.7% and pay out 66.2% of their earnings in the form of a dividend. Cohen & Steers has raised its dividend for 5 consecutive years.

Volatility & Risk

Cohen & Steers has a beta of 1.55, suggesting that its share price is 55% more volatile than the S&P 500. Comparatively, Cohen & Steers’ rivals have a beta of 1.41, suggesting that their average share price is 41% more volatile than the S&P 500.

Institutional & Insider Ownership

45.4% of Cohen & Steers shares are owned by institutional investors. Comparatively, 52.0% of shares of all “Investment Management” companies are owned by institutional investors. 52.9% of Cohen & Steers shares are owned by company insiders. Comparatively, 26.7% of shares of all “Investment Management” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Cohen & Steers rivals beat Cohen & Steers on 10 of the 15 factors compared.

About Cohen & Steers

Cohen & Steers, Inc. (CNS) is a holding company. The Company is an investment manager with a focus on liquid real assets, including real estate securities, listed infrastructure, commodities and natural resource equities, as well as preferred securities and other income solutions. The Company serves institutional and individual investors. The Company manages three types of investment vehicles: institutional accounts, open-end funds and closed-end funds. The Company also provides services in connection with model-based strategies (MBS) accounts. In addition, the Company provides several services in connection with assets held by unit investment trusts (UITs). As a portfolio consultant to a number of UITs, the Company constructs a portfolio of securities that suit the investment objective of the UIT. The Company also provides ongoing portfolio monitoring services and provides a license to certain firms to use its name in connection with certain of their investment products.

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