WallStSmart

One Liberty Properties Inc (OLP)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 9540% more annual revenue ($9.38B vs $97.26M). PLD leads profitability with a 39.7% profit margin vs 26.2%. OLP trades at a lower P/E of 20.1x. PLD earns a higher WallStSmart Score of 63/100 (C+).

OLP

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 7.5Value: 7.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.71

PLD

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OLPUndervalued (+38.1%)

Margin of Safety

+38.1%

Fair Value

$36.43

Current Price

$22.71

$13.72 discount

UndervaluedFair: $36.43Overvalued
PLDUndervalued (+47.2%)

Margin of Safety

+47.2%

Fair Value

$268.84

Current Price

$138.82

$130.02 discount

UndervaluedFair: $268.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OLP3 strengths · Avg: 9.0/10
Operating MarginProfitability
31.1%10/10

Strong operational efficiency at 31.1%

Profit MarginProfitability
26.2%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

PLD5 strengths · Avg: 9.4/10
Profit MarginProfitability
39.7%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

Market CapQuality
$129.41B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

OLP4 concerns · Avg: 2.8/10
Market CapQuality
$503.45M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.503/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.7%2/10

Revenue declined 0.7%

PLD4 concerns · Avg: 2.8/10
P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

PEG RatioValuation
110.102/10

Expensive relative to growth rate

Free Cash FlowQuality
$-3.75B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : OLP

The strongest argument for OLP centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 26.2% and operating margin at 31.1%.

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 : OLP

The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.50 is elevated, increasing financial risk.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

OLP profiles as a declining 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.

PLD is growing revenue faster at 8.3% — sustainability is the question.

OLP generates stronger free cash flow (3M), providing more financial flexibility.

Bottom Line

PLD scores higher overall (63/100 vs 46/100), backed by strong 39.7% margins. OLP offers better value entry with a 38.1% margin of safety. Both earn "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.

One Liberty Properties Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.

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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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