Four Corners Property Trust Inc (FCPT)vsPrologis Inc (PLD)
FCPT
Four Corners Property Trust Inc
$23.69
+2.33%
REAL ESTATE · Cap: $2.45B
PLD
Prologis Inc
$131.38
+1.77%
REAL ESTATE · Cap: $124.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 3129% more annual revenue ($9.89B vs $306.40M). PLD leads profitability with a 43.1% profit margin vs 38.7%. FCPT trades at a lower P/E of 20.7x. PLD earns a higher WallStSmart Score of 59/100 (C).
FCPT
Buy52
out of 100
Grade: C-
PLD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.0%
Fair Value
$36.59
Current Price
$23.69
$12.90 discount
Margin of Safety
+50.0%
Fair Value
$256.12
Current Price
$131.38
$124.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 55.1%
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
Generating 1.2B in free cash flow
Areas to Watch
ROE of 7.0% — below average capital efficiency
Earnings declined 2.5%
Distress zone — elevated risk
Moderate valuation
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 55.1%.
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 : FCPT
The primary concerns for FCPT are Return on Equity, EPS Growth, Altman Z-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
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.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (59/100 vs 52/100), backed by strong 43.1% margins and 10.2% revenue growth. FCPT offers better value entry with a 31.0% 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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a high-quality portfolio of single-tenant retail and restaurant properties across the United States. With a strategic focus on net lease agreements with reputable brands, FCPT generates stable cash flows while emphasizing sustainability and long-term growth. The company’s proactive asset management and innovative leasing strategies enable it to effectively navigate market fluctuations, positioning FCPT for consistent value creation and reliable returns for its investors.
Visit Website →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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