WallStSmart

Logistic Properties of the Americas (LPA)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 17226% more annual revenue ($9.66B vs $55.74M). PLD leads profitability with a 43.6% profit margin vs 31.0%. LPA trades at a lower P/E of 5.7x. LPA earns a higher WallStSmart Score of 73/100 (B).

LPA

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.0Value: 6.7Quality: 4.0
Piotroski: 3/9Altman Z: 0.96

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

Intrinsic value data unavailable for LPA.

PLDUndervalued (+46.3%)

Margin of Safety

+46.3%

Fair Value

$252.77

Current Price

$135.19

$117.58 discount

UndervaluedFair: $252.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LPA6 strengths · Avg: 9.7/10
P/E RatioValuation
5.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.0%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
55.4%10/10

Strong operational efficiency at 55.4%

EPS GrowthGrowth
92.9%10/10

Earnings expanding 92.9% YoY

Revenue GrowthGrowth
26.1%8/10

Revenue surging 26.1% year-over-year

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

LPA4 concerns · Avg: 3.0/10
Market CapQuality
$99.22M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.3%3/10

ROE of 1.3% — below average capital efficiency

Debt/EquityHealth
1.223/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : LPA

The strongest argument for LPA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 31.0% and operating margin at 55.4%. Revenue growth of 26.1% 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 : LPA

The primary concerns for LPA are Market Cap, Return on Equity, Debt/Equity.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

LPA profiles as a growth stock while PLD is a mature play — different risk/reward profiles.

LPA carries more volatility with a beta of 5.39 — expect wider price swings.

LPA is growing revenue faster at 26.1% — sustainability is the question.

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

Bottom Line

LPA scores higher overall (73/100 vs 65/100), backed by strong 31.0% margins and 26.1% 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.

Logistic Properties of the Americas

REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA

Logistic Properties of the Americas (LPA) is a leading logistics real estate investment firm focused on acquiring, developing, and managing high-quality industrial properties across North America. By strategically situating its assets near key transportation hubs, LPA is poised to benefit from the accelerating demand fueled by e-commerce expansion and supply chain optimization. The company's seasoned management team is dedicated to nurturing long-term partnerships with tenants and utilizing comprehensive market insights to deliver consistent returns, while adeptly addressing the dynamic challenges of globalization and automation in the logistics industry.

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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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