Over the past six months, Cohen & Steers’s shares (currently trading at $68.04) have posted a disappointing 11.7% loss, well below the S&P 500’s 10.4% gain. This might have investors contemplating their next move.
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 don't have much confidence in Cohen & Steers. Here are two reasons you should be careful with CNS and a stock we'd rather own.
1. Long-Term Revenue Growth Disappoints
A company’s long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years.
Regrettably, Cohen & Steers’s revenue grew at a tepid 5.6% compounded annual growth rate over the last five years. This fell short of our benchmark for the financials sector.
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 weak 3.7% annual EPS growth over the last five years aligns with its revenue performance. On the bright side, this tells us its incremental sales were profitable.
Final Judgment
Cohen & Steers’s business quality ultimately falls short of our standards. After the recent drawdown, the stock trades at 20× forward P/E (or $68.04 per share). Investors with a higher risk tolerance might like the company, but we don’t really see a big opportunity at the moment. We're fairly confident there are better stocks to buy right now. Let us point you toward our favorite semiconductor picks and shovels play.
Stocks We Like More Than Cohen & Steers
Check out the high-quality names we’ve flagged in our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).
Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
