Agree Realty Corporation (ADC)vsPrologis Inc (PLD)
ADC
Agree Realty Corporation
$80.39
-0.90%
REAL ESTATE · Cap: $9.77B
PLD
Prologis Inc
$146.19
+0.49%
REAL ESTATE · Cap: $138.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1188% more annual revenue ($9.66B vs $750.04M). PLD leads profitability with a 43.6% profit margin vs 29.2%. ADC appears more attractively valued with a PEG of 0.13. ADC earns a higher WallStSmart Score of 68/100 (B-).
ADC
Strong Buy68
out of 100
Grade: B-
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.5%
Fair Value
$374.11
Current Price
$80.39
$293.72 discount
Margin of Safety
+43.2%
Fair Value
$259.71
Current Price
$146.19
$113.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 48.7%
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
18.7% 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 1.1B in free cash flow
Areas to Watch
ROE of 3.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
ROE of 7.9% — 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, Operating Margin, Profit Margin. Profitability is solid with margins at 29.2% and operating margin at 48.7%. Revenue growth of 18.7% 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 Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 43.9x leaves little room for execution misses.
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 1.34 — expect wider price swings.
ADC is growing revenue faster at 18.7% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 65/100), backed by strong 29.2% margins and 18.7% revenue growth. PLD offers better value entry with a 43.2% margin of safety. Both earn "Strong Buy" and "Strong 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.
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