PortfoliosLab logoPortfoliosLab logo
CNS vs. MKTX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CNS vs. MKTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers, Inc. (CNS) and MarketAxess Holdings Inc. (MKTX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CNS achieves a 33.64% return, which is significantly higher than MKTX's -9.56% return. Over the past 10 years, CNS has outperformed MKTX with an annualized return of 12.13%, while MKTX has yielded a comparatively lower 1.02% annualized return.


CNS

1D
0.86%
1M
4.71%
6M
30.56%
YTD
33.64%
1Y
18.25%
3Y*
12.67%
5Y*
3.28%
10Y*
12.13%
ALL TIME*
13.77%

MKTX

1D
-0.28%
1M
39.28%
6M
-3.14%
YTD
-9.56%
1Y
-20.43%
3Y*
-13.54%
5Y*
-18.28%
10Y*
1.02%
ALL TIME*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$21.24M$22.05M$21.83M
$282.10M$167.19M$119.48M

CNS vs. MKTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CNS
Cohen & Steers, Inc.
33.64%-29.77%25.53%21.84%-28.00%29.00%23.45%93.97%-19.74%48.05%
MKTX
MarketAxess Holdings Inc.
-9.56%-18.54%-21.58%6.11%-31.50%-27.51%51.28%80.66%5.63%38.28%

Correlation

The correlation between CNS and MKTX is 0.14, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.14

Correlation (3Y)
Balances recent behavior with more history.

0.23

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.32

Correlation (10Y)
Provides a long-term view across more market conditions.

0.28

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2004

0.33

The correlation between CNS and MKTX shifts across timeframes, from 0.14 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CNS:

$4.23B

MKTX:

$5.71B

EPS

CNS:

$3.26

MKTX:

$8.49

PE Ratio

CNS:

25.26

MKTX:

19.12

PS Ratio

CNS:

7.10

MKTX:

6.75

PB Ratio

CNS:

7.24

MKTX:

4.63

Total Revenue (TTM)

CNS:

$599.09M

MKTX:

$869.77M

Gross Profit (TTM)

CNS:

$458.91M

MKTX:

$598.39M

EBITDA (TTM)

CNS:

$226.36M

MKTX:

$445.37M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CNS vs. MKTX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CNS
CNS Risk / Return Rank: 6060
Overall Rank
CNS Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
CNS Sortino Ratio Rank: 5959
Sortino Ratio Rank
CNS Omega Ratio Rank: 5757
Omega Ratio Rank
CNS Calmar Ratio Rank: 6161
Calmar Ratio Rank
CNS Martin Ratio Rank: 5959
Martin Ratio Rank

MKTX
MKTX Risk / Return Rank: 2424
Overall Rank
MKTX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
MKTX Sortino Ratio Rank: 1919
Sortino Ratio Rank
MKTX Omega Ratio Rank: 2020
Omega Ratio Rank
MKTX Calmar Ratio Rank: 3030
Calmar Ratio Rank
MKTX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CNS vs. MKTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers, Inc. (CNS) and MarketAxess Holdings Inc. (MKTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CNSMKTXDifference
Sharpe ratioReturn per unit of total volatility

+1.07

Sortino ratioReturn per unit of downside risk

+1.63

Omega ratioGain probability vs. loss probability

1.12

0.93

+0.19

Calmar ratioReturn relative to maximum drawdown

0.69

-0.42

+1.11

Martin ratioReturn relative to average drawdown

1.27

-0.81

+2.08

CNS vs. MKTX - Sharpe Ratio Comparison

The current CNS Sharpe Ratio is 0.59, which is higher than the MKTX Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of CNS and MKTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CNS vs. MKTX - Drawdown Comparison

The maximum CNS drawdown since its inception was -85.40%, which is greater than MKTX's maximum drawdown of -80.60%. Use the drawdown chart below to compare losses from any high point for CNS and MKTX.


Loading charts...

Drawdown Indicators


CNSMKTXDifference

Max Drawdown

Largest peak-to-trough decline

-85.40%

-80.60%

-4.80%

Max Drawdown (1Y)

Largest decline over 1 year

-23.32%

-46.94%

+23.62%

Max Drawdown (3Y)

Largest decline over 3 years

-42.59%

-61.77%

+19.18%

Max Drawdown (5Y)

Largest decline over 5 years

-46.25%

-76.38%

+30.13%

Max Drawdown (10Y)

Largest decline over 10 years

-55.06%

-80.23%

+25.17%

Current Drawdown

Current decline from peak

-18.70%

-70.58%

+51.88%

Average Drawdown

Average peak-to-trough decline

-23.19%

-29.03%

+5.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.74%

24.16%

-11.42%

Volatility

CNS vs. MKTX - Volatility Comparison

The current volatility for Cohen & Steers, Inc. (CNS) is 8.35%, while MarketAxess Holdings Inc. (MKTX) has a volatility of 26.38%. This indicates that CNS experiences smaller price fluctuations and is considered to be less risky than MKTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CNSMKTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.35%

26.38%

-18.03%

Volatility (6M)

Calculated over the trailing 6-month period

18.64%

33.85%

-15.21%

Volatility (1Y)

Calculated over the trailing 1-year period

27.28%

41.52%

-14.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.27%

35.71%

-5.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.05%

33.96%

-0.91%

Dividends

CNS vs. MKTX - Dividend Comparison

CNS's dividend yield for the trailing twelve months is around 3.14%, more than MKTX's 1.90% yield.


PositionTTM20252024202320222021202020192018201720162015
CNS
Cohen & Steers, Inc.
3.14%3.95%2.56%3.01%3.41%3.30%3.45%5.48%11.13%4.48%4.58%5.43%
MKTX
MarketAxess Holdings Inc.
1.90%1.68%1.64%0.98%1.00%0.64%0.42%0.54%0.80%0.65%0.71%0.72%

Financials

CNS vs. MKTX - Financials Comparison

This section allows you to compare key financial metrics between Cohen & Steers, Inc. and MarketAxess Holdings Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

CNS vs. MKTX - Profitability Comparison

The chart below illustrates the profitability comparison between Cohen & Steers, Inc. and MarketAxess Holdings Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

CNS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Cohen & Steers, Inc. reported a gross profit of 147.42M and revenue of 166.92M. Therefore, the gross margin over that period was 88.3%.

MKTX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, MarketAxess Holdings Inc. reported a gross profit of 141.44M and revenue of 218.42M. Therefore, the gross margin over that period was 64.8%.

CNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Cohen & Steers, Inc. reported an operating income of 66.96M and revenue of 166.92M, resulting in an operating margin of 40.1%.

MKTX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, MarketAxess Holdings Inc. reported an operating income of 89.88M and revenue of 218.42M, resulting in an operating margin of 41.2%.

CNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Cohen & Steers, Inc. reported a net income of 49.34M and revenue of 166.92M, resulting in a net margin of 29.6%.

MKTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, MarketAxess Holdings Inc. reported a net income of 68.55M and revenue of 218.42M, resulting in a net margin of 31.4%.


Frequently Asked Questions


CNS and MKTX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MKTX has higher volatility (26.38%) compared to CNS (8.35%). In terms of maximum drawdown, CNS dropped -85.40% vs MKTX's -80.60%.

CNS currently has the higher Sharpe Ratio (0.59 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CNS and MKTX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer