Agree Realty Corporation (ADC)vsPrologis Inc (PLD)
ADC
Agree Realty Corporation
$71.23
-0.36%
REAL ESTATE · Cap: $9.08B
PLD
Prologis Inc
$135.75
+1.00%
REAL ESTATE · Cap: $131.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1139% more annual revenue ($9.66B vs $779.62M). PLD leads profitability with a 43.6% profit margin vs 28.8%. ADC appears more attractively valued with a PEG of 0.13. PLD earns a higher WallStSmart Score of 65/100 (B-).
ADC
Buy64
out of 100
Grade: C+
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.3%
Fair Value
$370.90
Current Price
$71.23
$299.67 discount
Margin of Safety
+46.3%
Fair Value
$252.77
Current Price
$135.75
$117.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 48.1%
Keeps 29 of every $100 in revenue as profit
16.8% revenue growth
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Earnings expanding 85.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
2.1% earnings growth
ROE of 3.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 7.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ADC
The strongest argument for ADC centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.8% and operating margin at 48.1%. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 43.6% and operating margin at 43.0%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : ADC
The primary concerns for ADC are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
ADC profiles as a growth 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.
ADC is growing revenue faster at 16.8% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (65/100 vs 64/100), backed by strong 43.6% margins and 12.3% revenue growth. ADC offers better value entry with a 79.3% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agree Realty Corporation
REAL ESTATE · REIT - RETAIL · USA
Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of net leased properties to industry leading retail tenants.
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.
Compare with Other REIT - RETAIL Stocks
Want to dig deeper into these stocks?