St Joe Company (JOE)vsPrologis Inc (PLD)
JOE
St Joe Company
$65.86
+3.07%
REAL ESTATE · Cap: $3.64B
PLD
Prologis Inc
$135.75
+1.00%
REAL ESTATE · Cap: $131.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1663% more annual revenue ($9.66B vs $547.84M). PLD leads profitability with a 43.6% profit margin vs 22.5%. JOE trades at a lower P/E of 30.0x. JOE earns a higher WallStSmart Score of 68/100 (B-).
JOE
Strong Buy68
out of 100
Grade: B-
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.8%
Fair Value
$62.40
Current Price
$65.86
$3.46 premium
Margin of Safety
+46.3%
Fair Value
$252.77
Current Price
$135.75
$117.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 34.5%
Keeps 23 of every $100 in revenue as profit
Revenue surging 23.0% year-over-year
Earnings expanding 39.2% YoY
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
Moderate valuation
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 : JOE
The strongest argument for JOE centers on Operating Margin, Profit Margin, Revenue Growth. Profitability is solid with margins at 22.5% and operating margin at 34.5%. Revenue growth of 23.0% demonstrates continued momentum.
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 : JOE
The primary concerns for JOE are P/E Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
JOE profiles as a growth 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.
JOE is growing revenue faster at 23.0% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
JOE scores higher overall (68/100 vs 65/100), backed by strong 22.5% margins and 23.0% revenue growth. PLD offers better value entry with a 46.3% margin of safety. Both earn "Strong Buy" and "Strong 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.
St Joe Company
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
The St. Joe Company is a real estate development, asset management and operation company in Northwest Florida, USA. The company is headquartered in Panama City Beach, Florida.
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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