Compass Inc (COMP)vsPrologis Inc (PLD)
COMP
Compass Inc
$7.71
-2.16%
REAL ESTATE · Cap: $6.42B
PLD
Prologis Inc
$144.54
-3.54%
REAL ESTATE · Cap: $139.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 13% more annual revenue ($9.38B vs $8.31B). PLD leads profitability with a 39.7% profit margin vs 0.2%. PLD trades at a lower P/E of 37.3x. PLD earns a higher WallStSmart Score of 63/100 (C+).
COMP
Buy56
out of 100
Grade: C
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.8%
Fair Value
$6.16
Current Price
$7.71
$1.55 premium
Margin of Safety
+42.7%
Fair Value
$254.85
Current Price
$144.54
$110.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 99.4% year-over-year
Earnings expanding 75.0% YoY
Reasonable price relative to book value
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
ROE of 0.5% — below average capital efficiency
0.2% margin — thin
Elevated debt levels
Weak financial health signals
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 : COMP
The strongest argument for COMP centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 99.4% demonstrates continued momentum.
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 : COMP
The primary concerns for COMP are Return on Equity, Profit Margin, Debt/Equity. A P/E of 429.5x leaves little room for execution misses. Thin 0.2% 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
COMP profiles as a hypergrowth stock while PLD is a mature play — different risk/reward profiles.
COMP carries more volatility with a beta of 2.44 — expect wider price swings.
COMP is growing revenue faster at 99.4% — 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 56/100), backed by strong 39.7% margins. 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.
Compass Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Urban Compass, Inc., which is Compass, is a real estate brokerage company. The company is headquartered in New York, New York.
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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