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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#4143
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$3.3B
Joseph M. Harvey
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. The firm invests in public equity, fixed income, and commodity markets across the globe.
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = CNS ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$CNS COHEN & STEERS, INC. | 35 | 30 | 41 | 23 | 18.8x | 18.8x | 32.2% | 22.7% | 0.0% | 33.4% | 33.4% | 16.4% | 3.7% | 39.0x | $3.3B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
COHEN & STEERS, INC. (CNS) receives a "Avoid" rating with a composite score of 34.7/100. It ranks #4143 out of 7,333 stocks in our coverage universe and carries a 1-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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Lagging peers — losers tend to keep underperforming
Fair valuation relative to peers
Weak fundamentals — higher risk of value trap
Average volatility — neutral timing signal
Moderate investment profile
Below-average composite — caution warranted
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for CNS.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 30 | 31 | -1NEUTRAL |
| MOMENTUM | 23 | 14 | +9ALPHA |
| VALUATION | 41 | 44 | -3NEUTRAL |
| INVESTMENT | 36 | 62 | -26DRAG |
| STABILITY | 44 | 40 | +4NEUTRAL |
| SHORT INT | 23 | 9 | +14ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy 32.2% (sector 9.0%)
GM 0% vs sector 78%, OM 33% vs sector 18%
Capital turnover N/A
Rev growth 16%, 10yr history
Interest coverage N/A, Net debt/EBITDA -2.0x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate COHEN & STEERS, INC. (CNS) as Avoid with a composite score of 34.7/100 at a current price of $66.99. The stock falls in the bottom quintile, and the multi-factor weakness suggests a high probability of continued underperformance.
COHEN & STEERS, INC. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 34.7/100 places it at rank #4143 in our full universe.
Narrow
Medium
Exemplary
Fair Value
Returns on equity of 32.2% exceed cost of capital.
Stable competitive position in a defensive sector.
Weak momentum suggests persistent institutional selling pressure.
Below-average quality raises earnings sustainability concerns.
Vulnerability to macroeconomic shocks and interest rate volatility.
COHEN & STEERS, INC. represents a avoid based on multi-factor quantitative performance.
Our quantitative model flags COHEN & STEERS, INC. with an Avoid rating, assigning a composite score of 34.7/100 and 1 out of 5 stars. Ranked #4143 of 7,333 stocks, CNS falls in the bottom tier across key factors. Historically, stocks with this profile have faced elevated risk of underperformance and capital loss.
CNS's quality score of 30/100 is below average, suggesting challenges with profitability or capital efficiency. The company reports a return on equity of 32.2% (sector avg: 9.0%), gross margins of 0.0% (sector avg: 77.7%), net margins of 33.4% (sector avg: 21.9%). Investors should examine whether management is actively addressing these weaknesses or if they reflect structural industry headwinds.
With a value score of 41/100, CNS appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/E ratio of 18.81x, an EV/EBITDA of 18.78x, a P/B ratio of 6.06x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
COHEN & STEERS, INC.'s investment score of 36/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 16.4% vs. a sector average of 10.7% and a return on assets of 22.7% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
COHEN & STEERS, INC. is experiencing notably weak momentum with a score of just 23/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at 16.4% year-over-year, while a beta of 0.92 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
CNS's stability score of 44/100 signals elevated volatility and/or leverage concerns. Key stability metrics include a beta of 0.92 and a debt-to-equity ratio of 39.00x (sector avg: 0.5x). Investors should be prepared for wider-than-average price swings and consider position sizing accordingly to manage portfolio risk.
COHEN & STEERS, INC.'s short interest score of 23/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include elevated leverage (D/E: 39.00x). At $3.3B (mid-cap), CNS carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
CNS pays a solid dividend yield of 3.7%, contributing an income component to total returns. This compares to a sector average dividend yield of 2.0%. This moderate yield suggests a balance between returning capital to shareholders and retaining earnings for reinvestment — a common profile among quality compounders.
COHEN & STEERS, INC. is a mid-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #4143 of 7,333 overall (44th percentile). Key comparisons include ROE of 32.2% exceeding the 9.0% sector median and operating margins of 33.4% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While CNS currently exhibits a AVOID profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Momentum (23) would have the largest impact on the composite score.
EV/EBITDA 142% ABOVE SECTOR MEDIAN
ROE 258% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 100% BELOW SECTOR MEDIAN

COHEN & STEERS, INC. significantly increased its stake in BXP Inc., a real estate investment trust, by 62.76% through the acquisition of 6,827,773 shares at $64.67 each. This transaction underscores COHEN & STEERS, INC.'s confidence in BXP Inc.'s potential and its strategic focus on real estate investments. BXP Inc. is valued at $9.37 billion, owns numerous properties in major U.S. cities, and is considered modestly undervalued with a GF Value of $69.69.
Cohen & Steers (CNS) reported Q4 2025 revenue of US$143.8 million and net income of US$34.88 million. Despite recent positive momentum in share price, the stock is down over the past year. Analysts suggest the stock is slightly undervalued at $72.33, while its current P/E of 21.4x is below the industry average but above peers and a fair ratio of 15x.

Cohen & Steers (NYSE:CNS) reported Q4 CY2025 sales of $143.8 million, showing a 2.9% year-on-year growth and meeting Wall Street's revenue expectations. The investment management firm's non-GAAP profit per share was $0.81, also aligning with analyst estimates. Despite meeting Q4 revenue targets, the company's long-term revenue growth has been slower than ideal, though recent two-year growth shows some improvement.
Cohen & Steers, Inc. (NYSE: CNS) announced it will release its fourth quarter and full year 2025 financial results after market close on January 22, 2026. The company will host a conference call on January 23, 2026, at 10:00 a.m. ET to discuss these results and provide an outlook, led by CEO Joseph Harvey, interim CFO Michael Donohue, and President and CIO Jon Cheigh.

AlphaQuest LLC significantly reduced its stake in Cohen & Steers Inc (NYSE:CNS) by 93.3% in the third quarter, selling 27,286 shares and owning 1,960 shares valued at $129,000. Despite this, other hedge funds like Geneos Wealth Management Inc. and Covestor Ltd increased their holdings. The article also details the company's recent earnings, analyst ratings, and insider trading activity, including a director's acquisition and an EVP's sale of shares.
Above 50MA
37.18%
Net New Highs
+51081