American Homes 4 Rent (AMH)vsPrologis Inc (PLD)
AMH
American Homes 4 Rent
$33.27
+1.06%
REAL ESTATE · Cap: $13.18B
PLD
Prologis Inc
$144.54
+1.05%
REAL ESTATE · Cap: $130.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 403% more annual revenue ($9.38B vs $1.86B). PLD leads profitability with a 39.7% profit margin vs 25.3%. AMH appears more attractively valued with a PEG of 29.82. PLD earns a higher WallStSmart Score of 63/100 (C+).
AMH
Buy60
out of 100
Grade: C+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$205.85
Current Price
$33.27
$172.58 discount
Margin of Safety
+43.3%
Fair Value
$254.85
Current Price
$144.54
$110.31 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 25.1%
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
Generating 1.1B in free cash flow
Areas to Watch
Moderate valuation
2.8% revenue growth
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
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 25.3% and operating margin at 25.1%.
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, 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
AMH profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 60/100), backed by strong 39.7% margins. AMH offers better value entry with a 84.6% 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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