Prologis Inc (PLD)vsUDR Inc (UDR)
PLD
Prologis Inc
$135.75
+1.00%
REAL ESTATE · Cap: $131.96B
UDR
UDR Inc
$35.12
-0.06%
REAL ESTATE · Cap: $13.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 447% more annual revenue ($9.66B vs $1.77B). PLD leads profitability with a 43.6% profit margin vs 29.6%. UDR appears more attractively valued with a PEG of 8.17. PLD earns a higher WallStSmart Score of 65/100 (B-).
PLD
Strong Buy65
out of 100
Grade: B-
UDR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.3%
Fair Value
$252.77
Current Price
$135.75
$117.02 discount
Margin of Safety
+29.6%
Fair Value
$56.50
Current Price
$35.12
$21.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Earnings expanding 85.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Earnings expanding 90.9% YoY
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 20.2%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Revenue declined 0.1%
Distress zone — elevated risk
Elevated debt levels
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 43.6% and operating margin at 43.0%. Revenue growth of 12.3% demonstrates continued momentum.
Bull Case : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 29.6% and operating margin at 20.2%.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : UDR
The primary concerns for UDR are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.04 is elevated, increasing financial risk.
Key Dynamics to Monitor
PLD profiles as a mature stock while UDR is a declining play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (65/100 vs 59/100), backed by strong 43.6% margins and 12.3% revenue growth. UDR offers better value entry with a 29.6% 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.
UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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