American Homes 4 Rent (AMH)vsPrologis Inc (PLD)
AMH
American Homes 4 Rent
$31.31
-0.54%
REAL ESTATE · Cap: $13.00B
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 407% more annual revenue ($9.38B vs $1.85B). PLD leads profitability with a 39.7% profit margin vs 24.5%. AMH appears more attractively valued with a PEG of 29.82. PLD earns a higher WallStSmart Score of 63/100 (C+).
AMH
Buy56
out of 100
Grade: C
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.1%
Fair Value
$212.64
Current Price
$31.31
$181.33 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$138.82
$130.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 25 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 25.5%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Moderate valuation
4.2% revenue growth
0.2% earnings growth
ROE of 6.6% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AMH
The strongest argument for AMH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 24.5% and operating margin at 25.5%.
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 : AMH
The primary concerns for AMH are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
AMH profiles as a value 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.
AMH generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 56/100), backed by strong 39.7% margins. AMH offers better value entry with a 85.1% margin of safety. Both earn "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.
American Homes 4 Rent
REAL ESTATE · REIT - RESIDENTIAL · USA
American Homes 4 Rent (NYSE: AMH) is a leader in the single-family rental industry and American Homes 4 Rent is fast becoming a nationally recognized rental housing brand, known for its high quality, good value and satisfaction. of 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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