Opendoor Technologies Inc (OPEN)vsPrologis Inc (PLD)
OPEN
Opendoor Technologies Inc
$5.58
+1.82%
REAL ESTATE · Cap: $5.38B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 115% more annual revenue ($9.38B vs $4.37B). PLD leads profitability with a 39.7% profit margin vs -29.7%. PLD earns a higher WallStSmart Score of 63/100 (C+).
OPEN
Avoid24
out of 100
Grade: F
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.7%
Fair Value
$31.04
Current Price
$5.58
$25.46 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$142.02
$126.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
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
0.0% earnings growth
Weak financial health signals
ROE of -151.3% — below average capital efficiency
Revenue declined 32.1%
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 : OPEN
The strongest argument for OPEN centers on Debt/Equity.
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 : OPEN
The primary concerns for OPEN are EPS Growth, Piotroski F-Score, Return on Equity.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
OPEN profiles as a turnaround stock while PLD is a mature play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.76 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
OPEN generates stronger free cash flow (67M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 24/100), backed by strong 39.7% margins. OPEN offers better value entry with a 84.7% 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.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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.
Compare with Other REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?