American Assets Trust Inc (AAT)vsPrologis Inc (PLD)
AAT
American Assets Trust Inc
$21.63
+1.93%
REAL ESTATE · Cap: $1.65B
PLD
Prologis Inc
$127.97
+2.20%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2172% more annual revenue ($9.89B vs $435.37M). PLD leads profitability with a 43.1% profit margin vs 4.1%. AAT appears more attractively valued with a PEG of 9.34. PLD earns a higher WallStSmart Score of 57/100 (C).
AAT
Hold44
out of 100
Grade: D
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.2%
Fair Value
$37.17
Current Price
$21.63
$15.54 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 24.3%
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
1.4% revenue growth
Smaller company, higher risk/reward
ROE of 2.0% — below average capital efficiency
4.1% margin — thin
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AAT
The strongest argument for AAT centers on Price/Book, Operating Margin.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : AAT
The primary concerns for AAT are Revenue Growth, Market Cap, Return on Equity. A P/E of 73.4x leaves little room for execution misses. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
AAT profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (57/100 vs 44/100), backed by strong 43.1% margins and 10.2% revenue growth. AAT offers better value entry with a 50.2% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Assets Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
American Assets Trust, Inc. is a self-managed, vertically integrated, full-service real estate investment trust, or REIT, based in San Diego, California.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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