St Joe Company (JOE)vsPrologis Inc (PLD)
JOE
St Joe Company
$68.13
+0.12%
REAL ESTATE · Cap: $3.89B
PLD
Prologis Inc
$125.26
-0.99%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1706% more annual revenue ($9.89B vs $547.84M). PLD leads profitability with a 43.1% profit margin vs 22.5%. PLD trades at a lower P/E of 27.7x. JOE earns a higher WallStSmart Score of 68/100 (B-).
JOE
Strong Buy68
out of 100
Grade: B-
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.1%
Fair Value
$62.27
Current Price
$68.13
$5.86 premium
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 34.5%
Keeps 23 of every $100 in revenue as profit
Revenue surging 23.0% year-over-year
Earnings expanding 39.2% 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
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 : 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, 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 : JOE
The primary concerns for JOE are P/E Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
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 57/100), backed by strong 22.5% margins and 23.0% revenue growth. PLD offers better value entry with a 50.6% margin of safety. 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.
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.
Compare with Other REAL ESTATE - DIVERSIFIED Stocks
Want to dig deeper into these stocks?