WallStSmart

Piedmont Office Realty Trust Inc (PDM)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 1560% more annual revenue ($9.38B vs $564.99M). PLD leads profitability with a 39.7% profit margin vs -14.8%. PDM appears more attractively valued with a PEG of 16.74. PLD earns a higher WallStSmart Score of 63/100 (C+).

PDM

Hold

40

out of 100

Grade: F

Growth: 2.7Profit: 3.5Value: 5.7Quality: 5.0

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

PDMUndervalued (+72.6%)

Margin of Safety

+72.6%

Fair Value

$30.96

Current Price

$8.36

$22.60 discount

UndervaluedFair: $30.96Overvalued
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

PDM1 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

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

PDM4 concerns · Avg: 2.3/10
Market CapQuality
$1.03B3/10

Smaller company, higher risk/reward

PEG RatioValuation
16.742/10

Expensive relative to growth rate

Return on EquityProfitability
-5.4%2/10

ROE of -5.4% — below average capital efficiency

Revenue GrowthGrowth
-0.3%2/10

Revenue declined 0.3%

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 : PDM

The strongest argument for PDM centers on Price/Book.

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 : PDM

The primary concerns for PDM are Market Cap, PEG Ratio, Return on Equity.

Bear Case : PLD

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

Key Dynamics to Monitor

PDM profiles as a turnaround 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.

PDM generates stronger free cash flow (10M), providing more financial flexibility.

Bottom Line

PLD scores higher overall (63/100 vs 40/100), backed by strong 39.7% margins. PDM offers better value entry with a 72.6% 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.

Piedmont Office Realty Trust Inc

REAL ESTATE · REIT - OFFICE · USA

Piedmont Office Realty Trust, Inc. (NYSE: PDM) is the owner, manager, developer, remodeler, and operator of high-quality Class A office properties located primarily in select submarkets within the seven major eastern US office markets. Most of your income is generated at Sunbelt.

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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