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Upturn AI SWOT - About
CNS 
Cohen & Steers Inc (CNS)
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Upturn Advisory Summary
04/01/2025: CNS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 24.43% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.11B USD | Price to earnings Ratio 27.17 | 1Y Target Price 93 |
Price to earnings Ratio 27.17 | 1Y Target Price 93 | ||
Volume (30-day avg) 234712 | Beta 1.52 | 52 Weeks Range 62.35 - 109.24 | Updated Date 04/1/2025 |
52 Weeks Range 62.35 - 109.24 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.09% | Basic EPS (TTM) 2.97 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.24% | Operating Margin (TTM) 35.29% |
Management Effectiveness
Return on Assets (TTM) 13.95% | Return on Equity (TTM) 30.5% |
Valuation
Trailing PE 27.17 | Forward PE 27.32 | Enterprise Value 3944119406 | Price to Sales(TTM) 7.95 |
Enterprise Value 3944119406 | Price to Sales(TTM) 7.95 | ||
Enterprise Value to Revenue 7.35 | Enterprise Value to EBITDA 19.39 | Shares Outstanding 50972000 | Shares Floating 27535902 |
Shares Outstanding 50972000 | Shares Floating 27535902 | ||
Percent Insiders 46.09 | Percent Institutions 59.34 |
Analyst Ratings
Rating 3.67 | Target Price 97.67 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Cohen & Steers Inc
Company Overview
History and Background
Cohen & Steers Inc. was founded in 1986 by Martin Cohen and Robert Steers. It initially focused on real estate securities and has since expanded into other alternative asset classes. The company went public in 2004.
Core Business Areas
- Real Assets: Investments in real estate, infrastructure, and natural resources securities.
- Liquid Alternative Solutions: Investment strategies including global REITs, preferred securities, and multi-asset solutions.
Leadership and Structure
Robert Steers serves as the Executive Chairman. Joseph Harvey is the Chief Executive Officer and President. The firm operates with a team-based portfolio management structure.
Top Products and Market Share
Key Offerings
- Real Estate Securities: Investment products focused on publicly traded real estate companies (REITs). Cohen & Steers is a major player in this space. Competitors include LaSalle Investment Management, Heitman, and CBRE Investment Management. Market share data is proprietary, but C&S is considered a leading firm.
- Infrastructure Securities: Investment products focused on companies involved in infrastructure projects, such as utilities and transportation. Competitors include Brookfield Asset Management, Macquarie Infrastructure Partners, and IFM Investors. Market share is variable, but C&S is a significant player.
- Preferred Securities: Investment products focused on preferred stocks. Competitors are numerous and include large asset managers like BlackRock, PIMCO and Fidelity. C&S holds a niche position within this segment.
Market Dynamics
Industry Overview
The asset management industry is competitive, with ongoing shifts towards passive investing and demand for alternative asset classes. Regulatory changes and market volatility impact the industry.
Positioning
Cohen & Steers specializes in real assets and alternative income, differentiating itself from generalist asset managers. Their focus provides expertise and attracts clients seeking specialized investment strategies.
Total Addressable Market (TAM)
The TAM for real assets and alternative investments is substantial, estimated in the trillions of dollars. Cohen & Steers is positioned to capture a portion of this TAM by specializing and delivering value-added investment strategies.
Upturn SWOT Analysis
Strengths
- Specialized expertise in real assets
- Strong brand reputation
- Experienced investment team
- Solid track record
Weaknesses
- Concentration in specific asset classes
- Sensitivity to interest rate changes
- Dependence on key personnel
- Higher expense ratios than passive funds
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Increased institutional investor interest
- Global expansion
Threats
- Increased competition
- Economic downturns
- Regulatory changes
- Shifting investor preferences
Competitors and Market Share
Key Competitors
- BLK
- LAZ
- TROW
Competitive Landscape
Cohen & Steers benefits from its specialization but faces competition from larger, more diversified asset managers. Their competitive edge lies in their deep expertise in real assets.
Major Acquisitions
Guggenheim Real Estate Securities Group
- Year: 2017
- Acquisition Price (USD millions): 65
- Strategic Rationale: Expanded their real estate securities investment team and capabilities.
Growth Trajectory and Initiatives
Historical Growth: Cohen & Steers has grown organically and through expansion into new asset classes. Their growth is tied to the increasing adoption of real assets in institutional portfolios.
Future Projections: Analysts expect moderate growth for Cohen & Steers, influenced by market conditions and investor demand for alternative investments. Their growth should mirror their expertise.
Recent Initiatives: The firm is expanding its ESG offerings and exploring new investment strategies within the real assets space.
Summary
Cohen & Steers is a specialized asset manager with a strong reputation in real assets. The company benefits from its focused expertise, but faces risks related to market volatility and competition. Strong brand name and client relationships are helping the firm grow. Strategic investments will be needed to offset expense ratios.
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Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Company press releases
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company-specific factors may change. The market share data is based on estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cohen & Steers Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2004-08-13 | CEO & Director Mr. Joseph Martin Harvey | ||
Sector Financial Services | Industry Asset Management | Full time employees 411 | Website https://www.cohenandsteers.com |
Full time employees 411 | Website https://www.cohenandsteers.com | ||
Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It manages separate client-focused equity, fixed income, multi-asset, and commodity portfolios through its subsidiaries. The firm launches and manages equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. Through its subsidiaries, it also launches and manages hedge funds. The firm invests in public equity, fixed income, and commodity markets across the globe through its subsidiaries. Through its subsidiaries, it invests in companies operating in the real estate sector, including real estate investment trusts, infrastructure sector, and natural energy resources sector for its equity and fixed income investments. The firm also invests in preferred securities for its fixed income investments through its subsidiaries. The firm is a leading global investment manager specializing in real assets and alternative income, including real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Cohen & Steers, Inc. was founded in 1986 and is based in New York.
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