📊 CUZ Key Takeaways
Investment Thesis
Cousins Properties demonstrates solid operational performance with strong revenue growth of 16% YoY and healthy free cash flow generation of $135M, supported by robust operating margins of 67.8%. However, weak profitability metrics (4.1% net margin, 0.9% ROE) and declining EPS suggest operational leverage is not translating to shareholder value, warranting a cautious stance pending improvement in net income conversion.
CUZ Strengths
- Strong revenue growth of 16% YoY indicating robust property demand and occupancy metrics
- Healthy free cash flow of $135M with 13.6% FCF margin supporting distributions and debt reduction
- Solid interest coverage ratio of 4.2x and moderate debt-to-equity of 0.71x indicating financial stability
- High operating margins of 67.8% reflecting efficient property operations typical of quality REITs
CUZ Risks
- Declining EPS of -20% YoY despite flat net income growth suggests significant share dilution or one-time charges
- Extremely low ROE of 0.9% and ROA of 0.5% indicate poor capital deployment and returns to shareholders
- Net margin compression to 4.1% despite strong top-line growth signals deteriorating bottom-line profitability and potential cost pressures
- Minimal cash position of $5.7M relative to $8.9B in assets creates refinancing risk and limits financial flexibility
Key Metrics to Watch
- Net income growth trajectory and bottom-line margin expansion
- EPS per share recovery and absence of continued dilution
- Free cash flow sustainability and distribution coverage ratio
- Debt refinancing activity and interest rate exposure management
- Same-store NOI growth and property portfolio quality
CUZ Financial Metrics
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
CUZ Profitability Ratios
CUZ vs Default Sector
How COUSINS PROPERTIES INC compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
CUZ Balance Sheet & Liquidity
CUZ 5-Year Financial Trend
5-Year Trend Summary: COUSINS PROPERTIES INC's revenue has grown significantly by 32% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.55 reflects profitable operations.
CUZ Growth Metrics (YoY)
CUZ Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $209.2M | $8.6M | $0.05 |
| Q2 2025 | $213.0M | $7.8M | $0.05 |
| Q1 2025 | $209.2M | $13.3M | $0.09 |
| Q3 2024 | $198.8M | $11.2M | $0.07 |
| Q2 2024 | $204.3M | $7.8M | $0.05 |
| Q1 2024 | $202.7M | $13.3M | $0.09 |
| Q3 2023 | $195.2M | $19.4M | $0.13 |
| Q2 2023 | $185.7M | $22.6M | $0.15 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
CUZ Capital Allocation
CUZ SEC Filings
Access official SEC EDGAR filings for COUSINS PROPERTIES INC (CIK: 0000025232)
📋 Recent SEC Filings
❓ Frequently Asked Questions about CUZ
What is the AI rating for CUZ?
COUSINS PROPERTIES INC (CUZ) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.
What are CUZ's key strengths?
Strong revenue growth of 16% YoY indicating robust property demand and occupancy metrics. Healthy free cash flow of $135M with 13.6% FCF margin supporting distributions and debt reduction.
What are the risks of investing in CUZ?
Declining EPS of -20% YoY despite flat net income growth suggests significant share dilution or one-time charges. Extremely low ROE of 0.9% and ROA of 0.5% indicate poor capital deployment and returns to shareholders.
What is CUZ's revenue and growth?
COUSINS PROPERTIES INC reported revenue of $993.8M.
Does CUZ pay dividends?
COUSINS PROPERTIES INC pays dividends, with $215.8M distributed to shareholders in the trailing twelve months.
Where can I find CUZ SEC filings?
Official SEC filings for COUSINS PROPERTIES INC (CIK: 0000025232) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is CUZ's EPS?
COUSINS PROPERTIES INC has a diluted EPS of $0.24.
How is the AI analysis conducted?
Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.