WallStSmart

Eerly Govt Ppty Inc (DEA)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 2537% more annual revenue ($9.38B vs $355.59M). PLD leads profitability with a 39.7% profit margin vs 3.2%. PLD trades at a lower P/E of 35.4x. PLD earns a higher WallStSmart Score of 63/100 (C+).

DEA

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.7Quality: 3.5
Piotroski: 2/9Altman Z: 0.51

PLD

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 5.3Quality: 4.0
Piotroski: 2/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DEAUndervalued (+61.9%)

Margin of Safety

+61.9%

Fair Value

$63.33

Current Price

$23.90

$39.43 discount

UndervaluedFair: $63.33Overvalued
PLDUndervalued (+43.3%)

Margin of Safety

+43.3%

Fair Value

$254.85

Current Price

$144.54

$110.31 discount

UndervaluedFair: $254.85Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DEA3 strengths · Avg: 8.7/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
23.2%8/10

Strong operational efficiency at 23.2%

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

PLD6 strengths · Avg: 9.2/10
Profit MarginProfitability
39.7%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

Market CapQuality
$130.91B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.14B8/10

Generating 1.1B in free cash flow

Areas to Watch

DEA4 concerns · Avg: 3.0/10
Market CapQuality
$1.13B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.9%3/10

ROE of 0.9% — below average capital efficiency

Profit MarginProfitability
3.2%3/10

3.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PLD4 concerns · Avg: 3.0/10
P/E RatioValuation
35.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
108.142/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : DEA

The strongest argument for DEA centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 15.8% 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 : DEA

The primary concerns for DEA are Market Cap, Return on Equity, Profit Margin. A P/E of 107.0x leaves little room for execution misses. Thin 3.2% 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

DEA profiles as a growth 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.

DEA is growing revenue faster at 15.8% — 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 48/100), backed by strong 39.7% margins. DEA offers better value entry with a 61.9% margin of safety. 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.

Eerly Govt Ppty Inc

REAL ESTATE · REIT - OFFICE · USA

Easterly Government Properties, Inc. (NYSE: DEA) is headquartered in Washington, DC and focuses primarily on the acquisition, development, and management of Class A commercial properties that are leased to the US government.

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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