RLTY

Cohen & Steers Real Est

Fundamental data last updated:April 13, 2026

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company profile

SECTOR

Financial Services

industry

Asset Management

Exchange

NYSE

County of HQ

United States

Next Earnings Date

Business Summary

Cohen & Steers Real Estate generates cash by managing real estate-focused investment portfolios and collecting management fees based on assets under management. As an asset manager, its revenue base scales with market appreciation and net inflows, while costs are relatively fixed, creating operating leverage in favorable markets. Its moat is rooted in brand credibility, specialized real estate expertise, and institutional distribution relationships. However, performance consistency and asset retention are critical, because fee compression and passive alternatives constantly pressure margins.

 


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VALUATION

P/E

14.1

Market Cap ($M USD)

$255

Forward P/E

-

PEG

-

PRICE TO SALES

13.5

PRICE TO BOOK

1

EV / EBITDA

-

5-Year Average P/E

Free Cash Flow Yield

DCF Value

Graham Number

Price to FCF

EV to FCF

Earnings Yield

FCF Yield

DIVIDEND

Yield

8.60%

Annual Payout

$1.32

Payout Ratio

122.20%

Consecutive Years of Dividend Growth

0

5-Year Dividend Growth Rate

-

Financial Health & Profitability

Earnings Per Share

$1.08

Next Year EPS Growth Estimate

-

Next Year Revenue Growth Estimate

-

Return on Equity (ROE)

6.90%

FREE CASH FLOW

Operating Margin

-

Debt-to-Equity

0.5

Piotroski F-Score

4

Altman Z-Score

-

Return on Invested Capital (ROIC)

6.20%

Current Ratio

-

Quick Ratio

Net Debt to EBITDA

Interest Coverage

Gross Profit margin

FCF PER SHARE

REVENUE PER SHARE

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Gainseekers Quantitative Analysis

Summary

At a $255M market cap with a 14.1 P/E and a Price/Book of 1, RLTY screens like a statistically cheap asset manager, but this is not a clean value story. Operating Margin sits at just 6.90% and ROIC is 6.20%, which is uninspiring for a Financial Services business that should scale efficiently. The absence of a Forward P/E and Altman Z-Score removes visibility into forward earnings power and balance sheet safety, increasing uncertainty. This looks more like a middling, average-quality small-cap asset manager priced fairly rather than a screaming mispricing.

AI Exposure / Tech Reliance

As an Asset Management business, RLTY’s AI exposure is indirect and operational rather than product-driven. Technology can enhance portfolio analytics, distribution efficiency, and client reporting, but it is unlikely to radically transform fee structures. The firm’s resilience to AI disruption depends more on brand, performance, and distribution than on proprietary technology advantages.

The Bull Case

A disciplined value or GARP investor could argue that a 14.1 P/E combined with a Price/Book of 1 implies limited downside if assets and earnings stabilize. The 6.20% ROIC, while not elite, suggests the firm is at least generating returns above zero on invested capital, and a Piotroski F-Score of 4 indicates moderate financial stability rather than distress. Operating Margin at 6.90% shows the business is profitable, and the presence of a dividend (TTM Yield 0.5 and Dividend Per Share USD: 8.60%) signals shareholder return intent. In a stabilized rate environment, even modest asset inflows or margin expansion could create operating leverage off this small $255M base.

The Bear Case

The bear case is straightforward: this is a small-cap asset manager with only a 6.90% Operating Margin and 6.20% ROIC, which are not strong enough to justify premium multiples. The PEG Forward, Debt/Equity, Short % of Float, and Altman Z-Score are unavailable, removing critical context around growth, leverage, and balance sheet risk. A Piotroski F-Score of 4 is mediocre, not the profile of a financially strengthening firm. Without visible forward growth metrics or sales growth data, the 14.1 P/E may reflect stagnation rather than opportunity.

Market Sentiment & Smart Money

Short Interest %

-

Analyst Consensus

-

Average Analyst Price Target

-

Institutional Ownership %

-

1-Year Beta

0.49

Insider Buying % (6 Mo)

-%

Distance to 52-Week High

95.70%

Distance to 52-Week Low

113.20%

EARNINGS SURPRISE %

50-DAY SMA

200-DAY SMA

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.