Prologis Inc (PLD)vsStarbucks Corporation (SBUX)
PLD
Prologis Inc
$144.09
+1.26%
REAL ESTATE · Cap: $132.66B
SBUX
Starbucks Corporation
$104.93
+0.64%
CONSUMER CYCLICAL · Cap: $118.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Starbucks Corporation generates 310% more annual revenue ($38.47B vs $9.38B). PLD leads profitability with a 39.7% profit margin vs 3.9%. SBUX appears more attractively valued with a PEG of 1.79. PLD earns a higher WallStSmart Score of 63/100 (C+).
PLD
Buy63
out of 100
Grade: C+
SBUX
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$267.33
Current Price
$144.09
$123.24 discount
Margin of Safety
+26.6%
Fair Value
$135.09
Current Price
$104.93
$30.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Generating 1.1B in free cash flow
Large-cap with strong market position
Earnings expanding 32.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
3.9% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : SBUX
The strongest argument for SBUX centers on Market Cap, EPS Growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : SBUX
The primary concerns for SBUX are PEG Ratio, Return on Equity, Profit Margin. A P/E of 79.6x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
PLD profiles as a mature stock while SBUX is a value play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
SBUX is growing revenue faster at 8.8% — 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 49/100), backed by strong 39.7% margins. SBUX offers better value entry with a 26.6% 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.
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.
Starbucks Corporation
CONSUMER CYCLICAL · RESTAURANTS · USA
Starbucks Corporation is an American multinational chain of coffeehouses and roastery reserves headquartered in Seattle, Washington. As the world's largest coffeehouse chain, Starbucks is seen to be the main representation of the United States' second wave of coffee culture.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?