WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 9322% more annual revenue ($9.66B vs $102.49M). PLD leads profitability with a 43.6% profit margin vs 33.9%. OLP trades at a lower P/E of 15.1x. PLD earns a higher WallStSmart Score of 65/100 (B-).

OLP

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 7.5Value: 7.7Quality: 4.0
Piotroski: 1/9Altman Z: 0.54

PLD

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 5.3Quality: 4.0
Piotroski: 2/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OLPUndervalued (+31.1%)

Margin of Safety

+31.1%

Fair Value

$32.74

Current Price

$23.20

$9.54 discount

UndervaluedFair: $32.74Overvalued
PLDUndervalued (+46.3%)

Margin of Safety

+46.3%

Fair Value

$252.77

Current Price

$135.75

$117.02 discount

UndervaluedFair: $252.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OLP5 strengths · Avg: 9.2/10
Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

EPS GrowthGrowth
84.8%10/10

Earnings expanding 84.8% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

PLD6 strengths · Avg: 9.2/10
Profit MarginProfitability
43.6%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

EPS GrowthGrowth
85.3%10/10

Earnings expanding 85.3% YoY

Market CapQuality
$131.96B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.20B8/10

Generating 1.2B in free cash flow

Areas to Watch

OLP4 concerns · Avg: 2.8/10
Market CapQuality
$522.11M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.783/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Free Cash FlowQuality
$-44.06M2/10

Negative free cash flow — burning cash

PLD4 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
117.012/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : OLP

The strongest argument for OLP centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 33.9% and operating margin at 35.2%. Revenue growth of 10.3% 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 : OLP

The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.78 is elevated, increasing financial risk.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

PLD carries more volatility with a beta of 1.32 — expect wider price swings.

PLD is growing revenue faster at 12.3% — sustainability is the question.

PLD generates stronger free cash flow (1.2B), providing more financial flexibility.

Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PLD scores higher overall (65/100 vs 64/100), backed by strong 43.6% margins and 12.3% revenue growth. OLP offers better value entry with a 31.1% 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.

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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