WallStSmart

Apartment Investment and Management Co (AIV)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 6670% more annual revenue ($9.38B vs $138.49M). AIV leads profitability with a 400.0% profit margin vs 39.7%. PLD appears more attractively valued with a PEG of 110.10. PLD earns a higher WallStSmart Score of 63/100 (C+).

AIV

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 5.0Value: 3.3Quality: 5.0

PLD

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIVSignificantly Overvalued (-24.2%)

Margin of Safety

-24.2%

Fair Value

$4.76

Current Price

$4.21

$0.55 premium

UndervaluedFair: $4.76Overvalued
PLDUndervalued (+47.2%)

Margin of Safety

+47.2%

Fair Value

$268.84

Current Price

$142.02

$126.82 discount

UndervaluedFair: $268.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIV2 strengths · Avg: 9.0/10
Profit MarginProfitability
400.0%10/10

Keeps 400 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

PLD5 strengths · Avg: 9.4/10
Profit MarginProfitability
39.7%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

Market CapQuality
$129.41B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

AIV4 concerns · Avg: 2.3/10
Market CapQuality
$605.63M3/10

Smaller company, higher risk/reward

PEG RatioValuation
839.322/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.9%2/10

Revenue declined 3.9%

EPS GrowthGrowth
-63.2%2/10

Earnings declined 63.2%

PLD4 concerns · Avg: 2.8/10
P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

PEG RatioValuation
110.102/10

Expensive relative to growth rate

Free Cash FlowQuality
$-3.75B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AIV

The strongest argument for AIV centers on Profit Margin, Price/Book. Profitability is solid with margins at 400.0% and operating margin at -84.6%.

Bull Case : PLD

The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.

Bear Case : AIV

The primary concerns for AIV are Market Cap, PEG Ratio, Revenue Growth.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

AIV profiles as a declining stock while PLD is a mature play — different risk/reward profiles.

PLD carries more volatility with a beta of 1.41 — expect wider price swings.

PLD is growing revenue faster at 8.3% — sustainability is the question.

AIV generates stronger free cash flow (-179M), providing more financial flexibility.

Bottom Line

PLD scores higher overall (63/100 vs 41/100), backed by strong 39.7% margins. 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.

Apartment Investment and Management Co

REAL ESTATE · REIT - RESIDENTIAL · USA

Aimco is a Real Estate Investment Trust focused on property development, redevelopment, and various other value-creating investment strategies targeting the US multi-family market.

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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