Alexander & Baldwin Holdings Inc (ALEX)vsPrologis Inc (PLD)
ALEX
Alexander & Baldwin Holdings Inc
$20.84
+0.05%
REAL ESTATE · Cap: $1.52B
PLD
Prologis Inc
$145.51
-1.12%
REAL ESTATE · Cap: $138.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 4393% more annual revenue ($9.66B vs $214.96M). PLD leads profitability with a 43.6% profit margin vs 0.3%. ALEX appears more attractively valued with a PEG of 4.48. PLD earns a higher WallStSmart Score of 65/100 (B-).
ALEX
Buy51
out of 100
Grade: C-
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.0%
Fair Value
$15.64
Current Price
$20.84
$5.20 premium
Margin of Safety
+43.2%
Fair Value
$259.71
Current Price
$145.51
$114.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Smaller company, higher risk/reward
ROE of 0.1% — below average capital efficiency
0.3% margin — thin
Operating margin of 0.3%
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 : ALEX
The strongest argument for ALEX centers on Price/Book.
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 : ALEX
The primary concerns for ALEX are Market Cap, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
ALEX profiles as a value 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.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (65/100 vs 51/100), backed by strong 43.6% margins and 12.3% revenue growth. 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.
Alexander & Baldwin Holdings Inc
REAL ESTATE · REIT - RETAIL · USA
Alexander & Baldwin, Inc. (A&B) is Hawaii's leading commercial real estate company and the largest neighborhood grocery shopping center owner in the state.
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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