New England Realty Associates LP (NEN)vsPrologis Inc (PLD)
NEN
New England Realty Associates LP
$61.99
+5.07%
REAL ESTATE · Cap: $205.73M
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 10241% more annual revenue ($9.38B vs $90.67M). PLD leads profitability with a 39.7% profit margin vs 6.7%. NEN trades at a lower P/E of 34.5x. PLD earns a higher WallStSmart Score of 63/100 (C+).
NEN
Avoid33
out of 100
Grade: F
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$220.43
Current Price
$61.99
$158.44 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$138.82
$130.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
15.9% revenue growth
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
Areas to Watch
Premium valuation, high expectations priced in
2.4% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NEN
The strongest argument for NEN centers on Revenue Growth. Revenue growth of 15.9% 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 39.7% and operating margin at 38.5%.
Bear Case : NEN
The primary concerns for NEN are P/E Ratio, EPS Growth, Market Cap.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
NEN profiles as a growth stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
NEN is growing revenue faster at 15.9% — sustainability is the question.
NEN generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 33/100), backed by strong 39.7% margins. NEN offers better value entry with a 70.5% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
New England Realty Associates LP
REAL ESTATE · REAL ESTATE SERVICES · USA
New England Realty Associates Limited Partnership is dedicated to acquiring, developing, holding for investment, operating and selling real estate in the United States. The company is headquartered in Allston, Massachusetts.
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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