Marcus & Millichap Inc (MMI)vsPrologis Inc (PLD)
MMI
Marcus & Millichap Inc
$29.75
-1.82%
REAL ESTATE · Cap: $1.17B
PLD
Prologis Inc
$133.05
-0.58%
REAL ESTATE · Cap: $130.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1089% more annual revenue ($9.66B vs $812.22M). PLD leads profitability with a 43.6% profit margin vs 1.8%. MMI appears more attractively valued with a PEG of 1.82. PLD earns a higher WallStSmart Score of 65/100 (B-).
MMI
Buy55
out of 100
Grade: C-
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.3%
Fair Value
$30.84
Current Price
$29.75
$1.09 discount
Margin of Safety
+46.9%
Fair Value
$252.09
Current Price
$133.05
$119.04 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 56.9% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
17.8% revenue growth
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
Expensive relative to growth rate
Smaller company, higher risk/reward
1.8% margin — thin
Operating margin of 1.1%
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 : MMI
The strongest argument for MMI centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 17.8% 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 : MMI
The primary concerns for MMI are PEG Ratio, Market Cap, Profit Margin. A P/E of 83.6x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
MMI 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.
MMI is growing revenue faster at 17.8% — 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 55/100), backed by strong 43.6% margins and 12.3% revenue growth. MMI offers better value entry with a 15.3% 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.
Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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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