Cushman & Wakefield plc (CWK)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · CWK
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -31.1% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 8.0% |
Growth built into the price is above our model estimate.
The price assumes 39.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 5 industry peers · Company calendar date is not available
CWK — Principal Accounting Officer transition
Dated 2026-09-15
Chief Accounting Officer — Laurida Sayed: The Chief Accounting Officer is resigning to pursue a new opportunity, with a named successor (CFO Neil Johnston) assuming the role, indicating an orderly succession rather than a crisis.
Why it matters: Leasing revenue rose 27% in Q2, led by the Americas. A sharp slowdown would weaken a key growth driver.
Supportive ifQ3 leasing revenue grows at least 15% year over year.
Worry ifQ3 leasing revenue is flat or lower year over year.
Why it matters: Management raised its 2026 adjusted EPS growth target. The November 4 report tests that target.
Supportive ifQ3 results show adjusted EPS growth at or above 18% year over year, and management keeps its 18%-23% 2026 growth target.
Worry ifManagement cuts the 2026 adjusted EPS growth target below 18%, or Q3 adjusted EPS falls year over year.
Why it matters: The company has repaid more than $800 million since 2024 and has no debt due before 2030. Further repayments would show continued balance sheet progress.
Supportive ifA company filing or release reports more than $800 million in total debt repayments since 2024, with no new debt due before 2030.
Worry ifA filing or release reports new debt due before 2030. Or gross debt rises above its level after the October redemption.
Why it matters: Operating income grew 9% year over year in Q2, slower than Q1’s 30%. Another slowdown could point to weaker profit growth.
Supportive ifQ3 operating income is higher year over year, and its growth rate is at least 9%.
Worry ifQ3 operating income is lower year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$199 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $434 loss on $10,000 · 4.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,581 loss on $10,000 · 35.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.