COMPARE · Data as of August 28, 2026
CDP vs CUZ
Verdict: Side-by-side breakdown using the Bull Rankings model. CDP scored 73.0, CUZ scored 80.0 — CUZ leads.
Compare another set
CDP
COPT Defense Properties
63.1Fin
$36.59 · $4.2B
fundamentals as of
Strength gap
4.7
CUZ 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 sheetCUZ0.84
Side by side · every name on one set of axes
Fundamentals, head-to-head
CDP
CUZ
3.4%B
Yield
4.3%B+
+1.4%C
Rev
+16.0%B+
1.64C
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
CDPCOPT Defense Properties
Why now
REIT - Office · market cap $4.2b. 6% off the 52-week high of $38.90. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $40.00 (implying +9% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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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