Prologis Inc (PLD)vsVornado Realty Trust (VNO)
PLD
Prologis Inc
$135.75
+1.00%
REAL ESTATE · Cap: $131.96B
VNO
Vornado Realty Trust
$35.44
+3.11%
REAL ESTATE · Cap: $6.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 414% more annual revenue ($9.66B vs $1.88B). PLD leads profitability with a 43.6% profit margin vs 3.6%. VNO appears more attractively valued with a PEG of 2.20. PLD earns a higher WallStSmart Score of 65/100 (B-).
PLD
Strong Buy65
out of 100
Grade: B-
VNO
Hold43
out of 100
Grade: D
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
+34.3%
Fair Value
$46.04
Current Price
$35.44
$10.60 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
Reasonable price relative to book value
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
3.6% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
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 : VNO
The strongest argument for VNO centers on Price/Book.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 1175.3x leaves little room for execution misses. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
PLD profiles as a mature stock while VNO is a value play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.54 — 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 43/100), backed by strong 43.6% margins and 12.3% revenue growth. VNO offers better value entry with a 34.3% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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