Prologis Inc (PLD)vsUrban Edge Properties (UE)
PLD
Prologis Inc
$140.16
+0.73%
REAL ESTATE · Cap: $132.77B
UE
Urban Edge Properties
$21.63
+0.42%
REAL ESTATE · Cap: $3.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1919% more annual revenue ($9.66B vs $478.29M). PLD leads profitability with a 43.6% profit margin vs 22.6%. UE appears more attractively valued with a PEG of 6.59. PLD earns a higher WallStSmart Score of 65/100 (B-).
PLD
Strong Buy65
out of 100
Grade: B-
UE
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.8%
Fair Value
$259.50
Current Price
$140.16
$119.34 discount
Intrinsic value data unavailable for UE.
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 1.1B in free cash flow
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
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 : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : UE
The primary concerns for UE are P/E Ratio, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
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 (1.1B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (65/100 vs 64/100), backed by strong 43.6% margins and 12.3% 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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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