Prologis Inc (PLD)vsStratus Properties Inc (STRS)
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
STRS
Stratus Properties Inc
$30.10
+3.58%
REAL ESTATE · Cap: $151.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 28706% more annual revenue ($9.19B vs $31.91M). PLD leads profitability with a 36.2% profit margin vs -25.4%. STRS appears more attractively valued with a PEG of 1.19. PLD earns a higher WallStSmart Score of 55/100 (C).
PLD
Buy55
out of 100
Grade: C
STRS
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Intrinsic value data unavailable for STRS.
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
Reasonable price relative to book value
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
Smaller company, higher risk/reward
ROE of -4.9% — below average capital efficiency
Revenue declined 44.1%
Earnings declined 74.4%
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 : STRS
The strongest argument for STRS centers on Price/Book. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
PLD profiles as a value stock while STRS is a turnaround play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.42 — expect wider price swings.
PLD is growing revenue faster at 4.0% — sustainability is the question.
STRS generates stronger free cash flow (-15M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (55/100 vs 31/100), backed by strong 36.2% margins. Both earn "Buy" and "Avoid" 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.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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