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COPT Defense Properties

CDP Real Estate Unknown Updated July 20, 2026
$37.56
52W $26.91 – $38.06
58/100
27.1
0.79
Explore CDP Further
📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
-18.4%
Contested
Is CDP Bullish or Bearish?
Mixed. Innellis AI committee rates COPT Defense Properties (CDP) Watch with a composite score of 58/100 , based on 7 analysts with 43% agreement. Last updated July 20, 2026.
Executive Summary
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+1.00 across 2 articles, 14d). Value Analyst remains cautious — p/e of 27.3 is moderate-to-rich. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
  • Daily trend: uptrend.
  • Weekly trend: uptrend.
  • Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
  • Higher Highs / Higher Lows structure confirms bullish price action.
  • Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
  • MACD histogram is negative (-0.036) — bearish momentum.
Price History (6M)
AI Investment Committee
Committee Consensus As of July 20, 2026
Overall Committee Score
58/100
Agreement
43%
Analysts
7
Conviction
Contested
Value Analyst bearish
35 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ Dividend yield of 3.4% pays you to wait
− P/E of 27.3 is moderate-to-rich
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
51 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 75 is in overbought territory
Risk Analyst neutral
50 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− High leverage (debt-to-equity 1.83) amplifies downside in a stress scenario
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
90 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+1.00 across 2 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2975.52)
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Investment Thesis Evolution

Committee score strengthened from 54.4 to 57.6.

Analyst-level changes:
  • News Analyst: score 74->90 (+16); +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).
  • Value Analyst: score 28->35 (+7); +1 bearish signal(s).

Comparing 2026-07-19 to 2026-07-20 (1 day apart).

Technical Analysis
RSI (14)
66.9
Neutral
MACD Histogram
-0.036
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.72
Inside Bands
Price vs Moving Averages
EMA 9
$36.99 Above
EMA 21
$36.20 Above
EMA 50
$34.69 Above
EMA 200
$31.85 Above
Fundamental Analysis
Valuation
51
Growth
52
Profitability
0
Financial Health
70
Cash Flow
37
Valuation
P/E Ratio 27.1×
P/B Ratio 2.78×
PEG Ratio 2.60
Dividend Yield 0.03%
52W High $38.06
52W Low $26.91
Quality & Growth
ROE 10.1%
ROA 3.2%
Gross Margin 31.9%
Operating Margin 30.1%
Revenue Growth YoY
Debt / Equity 1.71
AI Fundamental Assessment
P/E ratio of 27.1 (moderate relative to a 15-40x range); Price-to-book of 2.8x; PEG ratio of 2.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.2%; Gross margin of 0.3%; Current ratio of 6.37 (healthy short-term liquidity); Debt-to-equity of 1.71; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (2.71); Most recent quarter beat estimates by 2.0%; EPS growth accelerating (-2.9% -> +3.0% QoQ); Analyst estimates falling over recent quarters
Key Risks
  • MACD histogram is negative (-0.036) — bearish momentum.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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