National Health Investors Inc (NHI)vsPrologis Inc (PLD)
NHI
National Health Investors Inc
$65.68
-1.17%
REAL ESTATE · Cap: $3.23B
PLD
Prologis Inc
$127.97
+2.24%
REAL ESTATE · Cap: $122.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2170% more annual revenue ($9.89B vs $435.78M). PLD leads profitability with a 43.1% profit margin vs 38.3%. NHI appears more attractively valued with a PEG of 4.76. NHI earns a higher WallStSmart Score of 72/100 (B).
NHI
Strong Buy72
out of 100
Grade: B
PLD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.8%
Fair Value
$133.31
Current Price
$65.68
$67.63 discount
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 41.1%
Revenue surging 33.8% year-over-year
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 38.3% and operating margin at 41.1%. Revenue growth of 33.8% demonstrates continued momentum.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : NHI
The primary concerns for NHI are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Key Dynamics to Monitor
NHI 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.
NHI is growing revenue faster at 33.8% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
NHI scores higher overall (72/100 vs 57/100), backed by strong 38.3% margins and 33.8% revenue growth. PLD offers better value entry with a 50.6% 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.
National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
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.
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