WallStSmart

Douglas Emmett Inc (DEI)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 834% more annual revenue ($9.38B vs $1.00B). PLD leads profitability with a 39.7% profit margin vs -2.6%. DEI appears more attractively valued with a PEG of 11.67. PLD earns a higher WallStSmart Score of 63/100 (C+).

DEI

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 4.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 0.38

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

DEIUndervalued (+64.5%)

Margin of Safety

+64.5%

Fair Value

$28.90

Current Price

$12.20

$16.70 discount

UndervaluedFair: $28.90Overvalued
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

DEI2 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
359.6%10/10

Earnings expanding 359.6% YoY

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

DEI4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
11.672/10

Expensive relative to growth rate

Return on EquityProfitability
-1.4%2/10

ROE of -1.4% — below average capital efficiency

Revenue GrowthGrowth
-0.2%2/10

Revenue declined 0.2%

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 : DEI

The strongest argument for DEI centers on Price/Book, EPS Growth.

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 : DEI

The primary concerns for DEI are Piotroski F-Score, PEG Ratio, Return on Equity. Debt-to-equity of 2.98 is elevated, increasing financial risk.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

DEI profiles as a turnaround 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 48/100), backed by strong 39.7% margins. DEI offers better value entry with a 64.5% 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.

Douglas Emmett Inc

REAL ESTATE · REIT - OFFICE · USA

Douglas Emmett, Inc. (DEI) is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT) and one of the largest owners and operators of high-quality multifamily and office properties located in major coastal submarkets. from Los Angeles and Honolulu.

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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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