American Realty Investors Inc (ARL)vsPrologis Inc (PLD)
ARL
American Realty Investors Inc
$13.75
-4.98%
REAL ESTATE · Cap: $234.21M
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $132.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 18602% more annual revenue ($9.38B vs $50.13M). PLD leads profitability with a 39.7% profit margin vs 31.3%. ARL appears more attractively valued with a PEG of 4.41. PLD earns a higher WallStSmart Score of 63/100 (C+).
ARL
Hold48
out of 100
Grade: D+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARL.
Margin of Safety
+48.3%
Fair Value
$268.84
Current Price
$138.82
$130.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Earnings expanding 142.2% YoY
Attractively priced relative to earnings
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
Smaller company, higher risk/reward
ROE of 2.3% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : ARL
The strongest argument for ARL centers on Price/Book, Profit Margin, EPS Growth. Profitability is solid with margins at 31.3% and operating margin at -22.0%.
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 : ARL
The primary concerns for ARL are Market Cap, Return on Equity, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
ARL is growing revenue faster at 8.9% — sustainability is the question.
ARL generates stronger free cash flow (-83M), providing more financial flexibility.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (63/100 vs 48/100), 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.
American Realty Investors Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
American Realty Investors, Inc. acquires, develops and owns multi-family apartment communities and commercial real estate in the Southwest, Southeast, and Midwest of the United States. The company is headquartered in Dallas, Texas.
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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