Prologis Inc (PLD)vsSherwin-Williams Co (SHW)
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
SHW
Sherwin-Williams Co
$321.95
+2.63%
BASIC MATERIALS · Cap: $77.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 156% more annual revenue ($23.57B vs $9.19B). PLD leads profitability with a 36.2% profit margin vs 10.9%. SHW appears more attractively valued with a PEG of 2.63. PLD earns a higher WallStSmart Score of 55/100 (C).
PLD
Buy55
out of 100
Grade: C
SHW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
SHW is growing revenue faster at 5.6% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (55/100 vs 54/100), backed by strong 36.2% margins. 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.
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.
Sherwin-Williams Co
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sherwin Williams Company is a Cleveland, Ohio based company in the paint and coating manufacturing industry. The company primarily engages in the manufacture, distribution, and sale of paints, coatings, floorcoverings, and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe.
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