WallStSmart

Alpine Income Property Trust, Inc. (PINE)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 14385% more annual revenue ($9.38B vs $64.73M). PLD leads profitability with a 39.7% profit margin vs 1.1%. PLD earns a higher WallStSmart Score of 63/100 (C+).

PINE

Buy

56

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 6.0Quality: 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

PINEUndervalued (+27.2%)

Margin of Safety

+27.2%

Fair Value

$26.83

Current Price

$19.47

$7.36 discount

UndervaluedFair: $26.83Overvalued
PLDUndervalued (+47.5%)

Margin of Safety

+47.5%

Fair Value

$267.36

Current Price

$142.90

$124.46 discount

UndervaluedFair: $267.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PINE4 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
38.2%10/10

Strong operational efficiency at 38.2%

EPS GrowthGrowth
75.7%10/10

Earnings expanding 75.7% YoY

Revenue GrowthGrowth
29.6%8/10

Revenue surging 29.6% year-over-year

PLD6 strengths · Avg: 9.2/10
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
$131.83B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.14B8/10

Generating 1.1B in free cash flow

Areas to Watch

PINE3 concerns · Avg: 3.0/10
Market CapQuality
$345.21M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.3%3/10

ROE of 0.3% — below average capital efficiency

Profit MarginProfitability
1.1%3/10

1.1% margin — thin

PLD3 concerns · Avg: 3.0/10
P/E RatioValuation
35.6x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

PEG RatioValuation
110.002/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : PINE

The strongest argument for PINE centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 29.6% 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 39.7% and operating margin at 38.5%.

Bear Case : PINE

The primary concerns for PINE are Market Cap, Return on Equity, Profit Margin. Thin 1.1% margins leave little buffer for downturns.

Bear Case : PLD

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

Key Dynamics to Monitor

PINE profiles as a growth 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.

PINE is growing revenue faster at 29.6% — sustainability is the question.

PLD generates stronger free cash flow (1.1B), providing more financial flexibility.

Bottom Line

PLD scores higher overall (63/100 vs 56/100), backed by strong 39.7% margins. PINE offers better value entry with a 27.2% margin of safety. Both earn "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.

Alpine Income Property Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Alpine Income Property Trust, Inc. (Ticker: PINE) is a real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of high-quality retail and commercial properties, primarily under long-term net leases with creditworthy tenants across the United States. The company's strategic focus on net-leased assets enables it to deliver reliable rental income and drive long-term shareholder value through disciplined capital allocation and operational efficiencies. With a commitment to stability and yield enhancement, Alpine Income Property Trust presents an attractive investment proposition for institutional investors seeking to diversify their real estate exposure in a competitive environment.

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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