Prologis Inc (PLD)vsVornado Realty Trust (VNO)
PLD
Prologis Inc
$144.54
+1.05%
REAL ESTATE · Cap: $130.91B
VNO
Vornado Realty Trust
$35.21
+0.83%
REAL ESTATE · Cap: $7.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 406% more annual revenue ($9.38B vs $1.85B). VNO leads profitability with a 42.9% profit margin vs 39.7%. VNO appears more attractively valued with a PEG of 7.37. PLD earns a higher WallStSmart Score of 63/100 (C+).
PLD
Buy63
out of 100
Grade: C+
VNO
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.3%
Fair Value
$254.85
Current Price
$144.54
$110.31 discount
Margin of Safety
+33.5%
Fair Value
$45.49
Current Price
$35.21
$10.28 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 43 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
Expensive relative to growth rate
Revenue declined 2.2%
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 39.7% and operating margin at 38.5%.
Bull Case : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 42.9% and operating margin at 13.7%.
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 Debt/Equity, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
PLD profiles as a mature stock while VNO is a declining play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.56 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 59/100), backed by strong 39.7% margins. VNO offers better value entry with a 33.5% margin of safety. Both earn "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.
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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