Prologis Inc (PLD)vsTerreno Realty Corporation (TRNO)
PLD
Prologis Inc
$144.09
+1.26%
REAL ESTATE · Cap: $132.66B
TRNO
Terreno Realty Corporation
$66.21
-0.50%
REAL ESTATE · Cap: $7.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1868% more annual revenue ($9.38B vs $476.38M). TRNO leads profitability with a 84.6% profit margin vs 39.7%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 72/100 (B).
PLD
Buy63
out of 100
Grade: C+
TRNO
Strong Buy72
out of 100
Grade: B
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
+69.4%
Fair Value
$214.06
Current Price
$66.21
$147.85 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
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
ROE of 6.8% — 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, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
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, Return on Equity, PEG Ratio.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
PLD profiles as a mature stock while TRNO is a growth play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
TRNO is growing revenue faster at 32.6% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (72/100 vs 63/100), backed by strong 84.6% margins and 32.6% revenue growth. PLD offers better value entry with a 46.8% margin of safety. 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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