Equity Lifestyle Properties Inc (ELS)vsPrologis Inc (PLD)
ELS
Equity Lifestyle Properties Inc
$58.85
+1.52%
REAL ESTATE · Cap: $11.62B
PLD
Prologis Inc
$127.97
+2.24%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 524% more annual revenue ($9.89B vs $1.59B). PLD leads profitability with a 43.1% profit margin vs 24.6%. ELS appears more attractively valued with a PEG of 4.61. PLD earns a higher WallStSmart Score of 57/100 (C).
ELS
Buy55
out of 100
Grade: C-
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.0%
Fair Value
$113.61
Current Price
$58.85
$54.76 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.4%
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
Moderate valuation
4.5% revenue growth
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ELS
The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 24.6% and operating margin at 33.4%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : ELS
The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.89 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
ELS profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (57/100 vs 55/100), backed by strong 43.1% margins and 10.2% revenue growth. ELS offers better value entry with a 42.0% 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.
Equity Lifestyle Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
We are a self-managed and self-managed real estate investment trust (?
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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