Over the last six months, Cohen & Steers’s shares have sunk to $76.54, producing a disappointing 11.7% loss - a stark contrast to the S&P 500’s 8.1% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Is there a buying opportunity in Cohen & Steers, or does it present a risk to your portfolio? Dive into our full research report to see our analyst team’s opinion, it’s free.
Why Is Cohen & Steers Not Exciting?
Despite the more favorable entry price, we're cautious about Cohen & Steers. Here are two reasons we avoid CNS and a stock we'd rather own.
1. Long-Term Revenue Growth Disappoints
Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years.
Over the last four years, Cohen & Steers grew its revenue at a sluggish 2.2% compounded annual growth rate. This was below our standards.
2. EPS Barely Growing
Analyzing the long-term change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions.
Cohen & Steers’s full-year EPS grew at a weak 3.6% compounded annual growth rate over the last five years, worse than the broader financials sector.
Final Judgment
Cohen & Steers isn’t a terrible business, but it doesn’t pass our bar. After the recent drawdown, the stock trades at 23.8× forward P/E (or $76.54 per share). Beauty is in the eye of the beholder, but we don’t really see a big opportunity at the moment. We're pretty confident there are superior stocks to buy right now. We’d suggest looking at a dominant Aerospace business that has perfected its M&A strategy.
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