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C2PR34.SA$31.50+0.00%
Fair $31.50+0.0%

C2PR34.SA

Cousins Properties Incorporated

Real Estate / REIT - OfficeSão Paulo

$31.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $31.50Fund rank 34/100 · Data gapFallback financials|
SA 26/D
F-Score: 5/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 6.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

26/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 0.9%, below the 5% threshold
Thesis & Journal · C2PR34.SALocal privado en este navegador · Cousins Properties Incorporated
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$5.2B

P/E

131.3x

↑

EV/EBITDA

14.1x

↑

ROE

0.9%

↓

Gross Margin

68.4%

↑

Debt/Equity

0.72

↑
52-Week Range$32
$28$32

TradingView lightweight chart

C2PR34.SA price, volumen y niveles de valoración

Último $31.50Periodo +3.7%
Fair value: $31.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+9.2%

FCF CAGR

+80.6%

FCF margin

13.6%

FCF / Net income

3.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $993.8M · net income $40.5M · FCF $135.0M

2022-FY → 2025-FY

Gross margin

68.4%+2.2% pts

Operating margin

22.7%-0.9% pts

Net margin

4.1%-17.8% pts

FCF margin

13.6%+10.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$993.8M$993.8M$856.8M$802.9M$762.3M
Net Income$40.5M$40.5M$46.0M$83.0M$166.8M
EBITDA$615.9M$615.9M$534.1M$504.2M$535.6M
EPS0.240.240.300.551.11
Gross Margin68.4%68.4%67.2%66.8%66.1%
Operating Margin22.7%22.7%20.4%23.6%23.6%
Net Margin4.1%4.1%5.4%10.3%21.9%
Balance Sheet
Debt/Equity0.720.720.650.560.52
Current Ratio0.350.35———
Cash Flow
Free Cash Flow$135.0M$135.0M$147.5M$88.8M$22.9M
Returns
ROE0.9%0.9%0.9%1.8%3.6%
Valuation
P/E131.25131.25———
EV/EBITDA14.1314.13———
P/B1.141.14———
Growth & Yield
Revenue Growth16.0%16.0%6.7%5.3%—
EPS Growth-20.0%-20.0%-45.5%-50.5%—
Dividend Yield3.6%3.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

126.7%

muy exigente

EPS terminal req.

$2.80

Spread vs growth

-146.7%

5Y implied EPS CAGR

69.7%

muy exigente

EPS terminal req.

$3.38

Spread vs growth

-89.7%

10Y implied EPS CAGR

36.6%

muy exigente

EPS terminal req.

$5.45

Spread vs growth

-56.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total +7.2%

Total return

+7.2%

Start / end P/E

101.3x → 131.3x

EPS bridge

0.30 → 0.24

Residual

-5.9%

EPS growth-20.0%
Multiple rerating+29.6%
Dividend+3.6%
Residual / FX / buybacks / cross-term-5.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.