Gladstone Commercial Corporation (GOOD)vsPrologis Inc (PLD)
GOOD
Gladstone Commercial Corporation
$11.48
-3.61%
REAL ESTATE · Cap: $585.91M
PLD
Prologis Inc
$125.26
-0.99%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 5713% more annual revenue ($9.89B vs $170.20M). PLD leads profitability with a 43.1% profit margin vs 14.5%. GOOD appears more attractively valued with a PEG of 39.84. GOOD earns a higher WallStSmart Score of 59/100 (C).
GOOD
Buy59
out of 100
Grade: C
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.8%
Fair Value
$46.01
Current Price
$11.48
$34.53 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$125.26
$130.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.4%
Earnings expanding 236.0% YoY
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
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GOOD
The strongest argument for GOOD centers on Operating Margin, EPS Growth. Revenue growth of 11.3% demonstrates continued momentum.
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 : GOOD
The primary concerns for GOOD are Market Cap, Piotroski F-Score, PEG Ratio. A P/E of 48.0x leaves little room for execution misses. Debt-to-equity of 5.46 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
GOOD 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.
GOOD is growing revenue faster at 11.3% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
GOOD scores higher overall (59/100 vs 57/100) and 11.3% revenue growth. PLD offers better value entry with a 50.6% 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.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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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