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CDP vs COLD

CDP
COPT Defense Properties
NEUTRAL
Price
$32.11
Market Cap
$3.71B
Sector
Real Estate
AI Confidence
85%
COLD
Americold Realty Trust, Inc.
BEARISH
Price
$12.83
Market Cap
$3.68B
Sector
Real Estate
AI Confidence
95%

Valuation

P/E Ratio
CDP
23.96
COLD
--
Forward P/E
CDP
22.61
COLD
171.07
P/B Ratio
CDP
2.39
COLD
1.27
P/S Ratio
CDP
4.84
COLD
1.41
EV/EBITDA
CDP
15.7
COLD
14.62

Profitability

Gross Margin
CDP
57.76%
COLD
32.21%
Operating Margin
CDP
29.64%
COLD
7.87%
Profit Margin
CDP
19.87%
COLD
-4.41%
ROE
CDP
10.13%
COLD
-3.7%
ROA
CDP
3.25%
COLD
1.44%

Growth

Revenue Growth
CDP
7.6%
COLD
-1.2%
Earnings Growth
CDP
6.9%
COLD
--

Financial Health

Debt/Equity
CDP
1.77
COLD
1.54
Current Ratio
CDP
1.06
COLD
0.32
Quick Ratio
CDP
0.95
COLD
0.3

Dividends

Dividend Yield
CDP
3.85%
COLD
7.17%
Payout Ratio
CDP
91.04%
COLD
763.64%

AI Verdict

CDP NEUTRAL

CDP exhibits a stable financial profile with a Piotroski F-Score of 4/9, though it is currently trading at a significant premium to its Graham Number ($20.12) and Intrinsic Value ($23.25). While the company maintains strong operating margins and a healthier debt-to-equity ratio than its sector peers, the valuation is stretched. The combination of a very high dividend payout ratio (91.04%) and bearish insider sentiment offsets the positive analyst consensus and recent price momentum.

Strengths
Strong operating margins (29.64%) and gross margins (57.76%)
Debt/Equity ratio (1.77) is significantly lower than the sector average (2.82)
Consistent positive revenue and earnings growth (approx 7% YoY)
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
High dividend payout ratio (91.04%) leaves little room for earnings volatility
Bearish insider sentiment with recent selling activity
COLD BEARISH

Americold Realty Trust (COLD) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity position with a current ratio of 0.32. The company's dividend is fundamentally unsustainable, with a payout ratio of 763.64% against negative profit margins. Earnings performance is dismal, with zero beats in the last four quarters and a massive negative surprise average. Despite a high nominal dividend yield, the combination of negative growth, bearish insider sentiment, and a 0/100 technical trend suggests significant downside risk.

Strengths
Global scale with 231 temperature-controlled warehouses
Specialized industrial REIT niche with high barriers to entry
Relatively low Price-to-Book ratio of 1.27
Risks
Extreme liquidity risk indicated by a current ratio of 0.32
Unsustainable dividend payout ratio (763.64%)
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)

Compare Another Pair

CDP vs COLD: Head-to-Head Comparison

This page compares COPT Defense Properties (CDP) and Americold Realty Trust, Inc. (COLD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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