Independence Realty Trust Inc (IRT)vsPrologis Inc (PLD)
IRT
Independence Realty Trust Inc
$16.39
-1.68%
REAL ESTATE · Cap: $4.12B
PLD
Prologis Inc
$140.07
-0.43%
REAL ESTATE · Cap: $136.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1326% more annual revenue ($9.66B vs $677.16M). PLD leads profitability with a 43.6% profit margin vs 6.4%. IRT appears more attractively valued with a PEG of 4.57. PLD earns a higher WallStSmart Score of 65/100 (B-).
IRT
Hold41
out of 100
Grade: D
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IRT.
Margin of Safety
+44.7%
Fair Value
$254.10
Current Price
$140.07
$114.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Earnings expanding 85.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
3.0% revenue growth
ROE of 1.4% — below average capital efficiency
6.4% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 7.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : IRT
The strongest argument for IRT centers on Price/Book, Debt/Equity.
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 : IRT
The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 94.6x leaves little room for execution misses.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
IRT 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 41/100), backed by strong 43.6% margins and 12.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Independence Realty Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.
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.
Compare with Other REIT - RESIDENTIAL Stocks
Want to dig deeper into these stocks?