MFA Financial Inc (MFA)vsPrologis Inc (PLD)
MFA
MFA Financial Inc
$9.17
-0.33%
REAL ESTATE · Cap: $933.14M
PLD
Prologis Inc
$146.19
+0.49%
REAL ESTATE · Cap: $138.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 3252% more annual revenue ($9.66B vs $288.15M). MFA leads profitability with a 46.7% profit margin vs 43.6%. MFA appears more attractively valued with a PEG of 2.48. PLD earns a higher WallStSmart Score of 65/100 (B-).
MFA
Hold47
out of 100
Grade: D+
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.5%
Fair Value
$18.53
Current Price
$9.17
$9.36 discount
Margin of Safety
+43.2%
Fair Value
$259.71
Current Price
$146.19
$113.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 47 of every $100 in revenue as profit
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 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Revenue declined 46.5%
Premium valuation, high expectations priced in
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MFA
The strongest argument for MFA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 46.7% and operating margin at -2.3%.
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 : MFA
The primary concerns for MFA are PEG Ratio, Market Cap, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
MFA profiles as a declining stock while PLD is a mature play — different risk/reward profiles.
MFA carries more volatility with a beta of 1.50 — expect wider price swings.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (65/100 vs 47/100), backed by strong 43.6% margins and 12.3% revenue growth. MFA offers better value entry with a 47.5% margin of safety. 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.
MFA Financial Inc
REAL ESTATE · REIT - MORTGAGE · USA
MFA Financial, Inc., is a real estate investment trust (REIT) in the United States. The company is headquartered in New York, New York.
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 - MORTGAGE Stocks
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