Marcus & Millichap Inc (MMI)vsPrologis Inc (PLD)
MMI
Marcus & Millichap Inc
$30.42
+3.05%
REAL ESTATE · Cap: $1.12B
PLD
Prologis Inc
$144.09
+1.27%
REAL ESTATE · Cap: $132.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1142% more annual revenue ($9.38B vs $755.16M). PLD leads profitability with a 39.7% profit margin vs -0.3%. MMI appears more attractively valued with a PEG of 1.82. PLD earns a higher WallStSmart Score of 63/100 (C+).
MMI
Buy51
out of 100
Grade: C-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$49.10
Current Price
$30.42
$18.68 discount
Margin of Safety
+46.0%
Fair Value
$266.61
Current Price
$144.09
$122.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 56.9% YoY
Reasonable price relative to book value
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% 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
1.6% revenue growth
Smaller company, higher risk/reward
ROE of -0.3% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MMI
The strongest argument for MMI centers on EPS Growth, Price/Book.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
Bear Case : MMI
The primary concerns for MMI are PEG Ratio, Revenue Growth, Market Cap.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
MMI profiles as a turnaround stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 51/100), backed by strong 39.7% margins. MMI offers better value entry with a 46.8% margin of safety. Both earn "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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