First Industrial Realty Trust Inc (FR)vsPrologis Inc (PLD)
FR
First Industrial Realty Trust Inc
$57.00
-3.11%
REAL ESTATE · Cap: $8.31B
PLD
Prologis Inc
$128.01
-2.35%
REAL ESTATE · Cap: $118.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1163% more annual revenue ($9.19B vs $727.56M). PLD leads profitability with a 36.2% profit margin vs 34.0%. FR appears more attractively valued with a PEG of 3.74. PLD earns a higher WallStSmart Score of 55/100 (C).
FR
Buy55
out of 100
Grade: C
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.0%
Fair Value
$58.19
Current Price
$57.00
$1.19 premium
Margin of Safety
-117.9%
Fair Value
$58.74
Current Price
$128.01
$69.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.0% and operating margin at 42.1%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bear Case : FR
The primary concerns for FR are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
FR profiles as a mature stock while PLD is a value play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
FR is growing revenue faster at 7.7% — sustainability is the question.
FR generates stronger free cash flow (-508M), providing more financial flexibility.
Bottom Line
FR scores higher overall (55/100 vs 55/100), backed by strong 34.0% margins. 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.
First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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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