Empire State Realty OP LP ES (ESBA)vsPrologis Inc (PLD)
ESBA
Empire State Realty OP LP ES
$5.20
-0.48%
REAL ESTATE · Cap: $1.38B
PLD
Prologis Inc
$126.97
-1.24%
REAL ESTATE · Cap: $124.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1164% more annual revenue ($9.89B vs $782.82M). PLD leads profitability with a 43.1% profit margin vs 1.2%. PLD trades at a lower P/E of 28.2x. PLD earns a higher WallStSmart Score of 59/100 (C).
ESBA
Hold39
out of 100
Grade: F
PLD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.6%
Fair Value
$38.77
Current Price
$5.20
$33.58 discount
Margin of Safety
+49.7%
Fair Value
$255.41
Current Price
$126.97
$128.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Areas to Watch
3.2% revenue growth
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
1.2% margin — thin
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ESBA
The strongest argument for ESBA centers on Price/Book.
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 : ESBA
The primary concerns for ESBA are Revenue Growth, Market Cap, Return on Equity. A P/E of 245.5x leaves little room for execution misses. Thin 1.2% 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
ESBA profiles as a value stock while PLD is a mature play — different risk/reward profiles.
ESBA carries more volatility with a beta of 1.47 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (661M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (59/100 vs 39/100), backed by strong 43.1% margins and 10.2% revenue growth. ESBA offers better value entry with a 83.6% 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.
Empire State Realty OP LP ES
REAL ESTATE · REIT - OFFICE · USA
Empire State Realty OP, L.P. is a subsidiary of Empire State Realty Trust, Inc.
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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