WallStSmart

Host Hotels & Resorts Inc (HST)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 55% more annual revenue ($9.66B vs $6.23B). PLD leads profitability with a 43.6% profit margin vs 16.5%. HST appears more attractively valued with a PEG of 3.34. PLD earns a higher WallStSmart Score of 65/100 (B-).

HST

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.38

PLD

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 5.3Quality: 4.0
Piotroski: 2/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HSTFair Value (-3.9%)

Margin of Safety

-3.9%

Fair Value

$19.22

Current Price

$22.24

$3.02 premium

UndervaluedFair: $19.22Overvalued
PLDUndervalued (+46.3%)

Margin of Safety

+46.3%

Fair Value

$252.77

Current Price

$135.75

$117.02 discount

UndervaluedFair: $252.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HST2 strengths · Avg: 8.0/10
P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

PLD6 strengths · Avg: 9.2/10
Profit MarginProfitability
43.6%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

EPS GrowthGrowth
85.3%10/10

Earnings expanding 85.3% YoY

Market CapQuality
$131.96B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.20B8/10

Generating 1.2B in free cash flow

Areas to Watch

HST3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

PEG RatioValuation
3.342/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.382/10

Distress zone — elevated risk

PLD4 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
117.012/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HST

The strongest argument for HST centers on P/E Ratio, Price/Book. Profitability is solid with margins at 16.5% and operating margin at 18.2%.

Bull Case : PLD

The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 43.6% and operating margin at 43.0%. Revenue growth of 12.3% demonstrates continued momentum.

Bear Case : HST

The primary concerns for HST are Revenue Growth, PEG Ratio, 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

HST 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.

PLD is growing revenue faster at 12.3% — sustainability is the question.

PLD generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

PLD scores higher overall (65/100 vs 58/100), backed by strong 43.6% margins and 12.3% revenue growth. Both earn "Strong 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.

Host Hotels & Resorts Inc

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.

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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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