WallStSmart

Prologis Inc (PLD)vsSL Green Realty Corp (SLG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 899% more annual revenue ($9.38B vs $938.19M). PLD leads profitability with a 39.7% profit margin vs -16.2%. SLG appears more attractively valued with a PEG of 1.30. PLD earns a higher WallStSmart Score of 63/100 (C+).

PLD

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 5.3Quality: 5.0

SLG

Hold

42

out of 100

Grade: D

Growth: 3.3Profit: 3.0Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PLDUndervalued (+47.2%)

Margin of Safety

+47.2%

Fair Value

$268.84

Current Price

$142.02

$126.82 discount

UndervaluedFair: $268.84Overvalued
SLGUndervalued (+55.2%)

Margin of Safety

+55.2%

Fair Value

$90.36

Current Price

$42.41

$47.95 discount

UndervaluedFair: $90.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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
2.5x8/10

Reasonable price relative to book value

SLG1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Areas to Watch

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

SLG4 concerns · Avg: 2.3/10
Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

Return on EquityProfitability
-3.5%2/10

ROE of -3.5% — below average capital efficiency

Revenue GrowthGrowth
-3.6%2/10

Revenue declined 3.6%

EPS GrowthGrowth
-98.2%2/10

Earnings declined 98.2%

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : SLG

The strongest argument for SLG centers on Price/Book. PEG of 1.30 suggests the stock is reasonably priced for its growth.

Bear Case : PLD

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

Bear Case : SLG

The primary concerns for SLG are Operating Margin, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

PLD profiles as a mature stock while SLG is a turnaround play — different risk/reward profiles.

SLG carries more volatility with a beta of 1.59 — expect wider price swings.

PLD is growing revenue faster at 8.3% — sustainability is the question.

Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PLD scores higher overall (63/100 vs 42/100), backed by strong 39.7% margins. SLG offers better value entry with a 55.2% 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.

SL Green Realty Corp

REAL ESTATE · REIT - OFFICE · USA

SL Green Realty Corp.

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