COMPARE · Data as of August 28, 2026
ARE vs CUZ
Verdict: Side-by-side breakdown using the Bull Rankings model. ARE scored 64.0, CUZ scored 80.0 — CUZ leads.
Compare another set
ARE
Alexandria Real Estate Equities, Inc.
76.3Fin
$51.57 · $8.9B
fundamentals as of
Strength gap
8.5
ARE leads
CUZ
Cousins Properties Incorporated
67.8Fin
$29.44 · $4.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCUZ+16.0%
- Strongest balance sheetARE0.69
Side by side · every name on one set of axes
Fundamentals, head-to-head
ARE
CUZ
5.4%A-
Yield
4.3%B+
-3.4%D+
Rev
+16.0%B+
0.69A-
D/E
0.84B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
The companies
AREAlexandria Real Estate Equities, Inc.
Why now
REIT - Office · market cap $8.9b. Down 42% from 52-week high of $88.24 — deep drawdown territory. 14 sell-side analysts rate this a Hold with a mean 1-yr target of $53.00 (implying +3% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -36.1%) — path to GAAP profitability is the core thesis risk. Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 689% of earnings on a 5.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
CUZCousins Properties Incorporated
Why now
REIT - Office · market cap $4.8b. 11% off the 52-week high of $32.95. Revenue growing +16%, comfortably above the S&P median. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $33.64 (implying +14% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Dividend payout 3200% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Net margin 0.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 0% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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