Prologis Inc (PLD)vsTerreno Realty Corporation (TRNO)
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
TRNO
Terreno Realty Corporation
$61.66
+1.08%
REAL ESTATE · Cap: $6.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1830% more annual revenue ($9.19B vs $476.38M). TRNO leads profitability with a 84.6% profit margin vs 36.2%. TRNO appears more attractively valued with a PEG of 7.70. TRNO earns a higher WallStSmart Score of 72/100 (B).
PLD
Buy55
out of 100
Grade: C
TRNO
Strong Buy72
out of 100
Grade: B
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
+64.2%
Fair Value
$182.99
Current Price
$61.66
$121.33 discount
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
Keeps 85 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Revenue surging 32.6% year-over-year
Earnings expanding 99.6% YoY
Attractively priced relative to earnings
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
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.6% and operating margin at 42.0%. Revenue growth of 32.6% demonstrates continued momentum.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
PLD profiles as a value stock while TRNO is a growth play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
TRNO is growing revenue faster at 32.6% — sustainability is the question.
TRNO generates stronger free cash flow (50M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (72/100 vs 55/100), backed by strong 84.6% margins and 32.6% revenue growth. Both earn "Strong 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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