FirstService Corp (FSV)vsPrologis Inc (PLD)
FSV
FirstService Corp
$134.08
-6.25%
REAL ESTATE · Cap: $6.58B
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $132.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 69% more annual revenue ($9.38B vs $5.56B). PLD leads profitability with a 39.7% profit margin vs 2.9%. FSV appears more attractively valued with a PEG of 2.17. PLD earns a higher WallStSmart Score of 63/100 (C+).
FSV
Buy54
out of 100
Grade: C-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.0%
Fair Value
$394.36
Current Price
$134.08
$260.28 discount
Margin of Safety
+48.3%
Fair Value
$268.84
Current Price
$138.82
$130.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 626.0% YoY
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
2.9% margin — thin
Operating margin of 3.7%
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FSV
The strongest argument for FSV centers on 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 : FSV
The primary concerns for FSV are PEG Ratio, Profit Margin, Operating Margin. A P/E of 40.3x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FSV profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
FSV generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 54/100), backed by strong 39.7% margins. FSV offers better value entry with a 60.0% 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.
FirstService Corp
REAL ESTATE · REAL ESTATE SERVICES · USA
FirstService Corporation provides residential property management and other essential property services to residential and commercial clients in the United States and Canada. The company is headquartered in Toronto, Canada.
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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