Cohen & Steers (CNS) Stock Analysis & Winston Score

Cohen & Steers is an investment management firm that specializes in real assets, particularly real estate investment trusts (REITs), infrastructure, and preferred securities. The company manages money on behalf of institutional investors like pension funds, as well as everyday investors through mutual funds and exchange-traded funds. It is one of the oldest and most recognized names in REIT-focused investing, having built its entire business around this niche since 1986.

The company earns money by charging fees based on how much money it manages, known as assets under management (AUM). It operates primarily in the United States but also serves clients in Europe and Asia, and manages roughly $70–80 billion in AUM. Its deep specialization in real assets gives it a strong competitive position, since most large asset managers treat REITs as a small side category rather than a core focus. The biggest risk the business faces is that falling real estate values or rising interest rates can cause clients to pull money out, directly shrinking the fees Cohen & Steers collects.

Winston Score History

Politician Trades

1 trades / 12mo

1 Congressional buy and 0 sells on CNS in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+4.9% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

+5.1% YoY

YoY Growth Rate

Slow EPS growth

Insider Activity

46.2%ownership

Insiders own a meaningful stake in the company

Cash Runway

~3 months

$53M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Short runway — potential dilution ahead through share issuance

Cash watch

Cohen & Steers has less than a year of cash at its current burn rate. Growth investors should watch for potential share dilution from future fundraising — that directly reduces your ownership.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Gross Margin

85.3%

Premium pricing power — 85.3% gross margin

Operating Margin

34.9%

Excellent — 34.9% operating margin

ROCE

9.1%

Below par — 9.1% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales YoY

+4.5%

Slow sales growth (4.5% YoY)

EPS YoY

-1.9%

Earnings shrinking (-1.9% YoY)

Slight earnings drop. Typical near a cyclical low.

EPS Consistency

6/8 quarters

Earnings grew in most of the last 8 quarters

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Cash Conversion

-5%

Weak — only -5% of profit becomes cash

FCF Margin

-2.2%

Burning cash (-2.2%)

Free cash flow is negative. They are burning cash, not generating it.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

Debt / Equity

N/A

Data not available

Interest Cover

100.00x

—

Comfortably covers interest (100.0x)

Interest coverage above 8. Profits cover interest many times over.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

P/E Ratio (TTM)

25.3x

no trend

Growth-priced — P/E 25.3

P/E above the market average. People are paying up for expected growth.

P/E vs Forward

+3.7

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (25.3 → 21.6)

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Dividend Yield

3.45%

no trend

Moderate income — 3.45% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend Growth

+6.6%

no trend

Dividend growing modestly (6.6% YoY)

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.

Start free trial