Prologis Inc (PLD)vsVornado Realty Trust (VNO)
PLD
Prologis Inc
$146.19
+0.49%
REAL ESTATE · Cap: $138.06B
VNO
Vornado Realty Trust
$40.65
+1.47%
REAL ESTATE · Cap: $8.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 421% more annual revenue ($9.66B vs $1.85B). PLD leads profitability with a 43.6% profit margin vs 42.9%. 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
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.2%
Fair Value
$259.71
Current Price
$146.19
$113.52 discount
Margin of Safety
+33.2%
Fair Value
$45.30
Current Price
$40.65
$4.65 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 1.1B in free cash flow
Attractively priced relative to earnings
Keeps 43 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
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
Expensive relative to growth rate
Elevated debt levels
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 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 P/E Ratio, Profit Margin, EPS Growth. 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 PEG Ratio, Debt/Equity, 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 1.53 — 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.
Bottom Line
PLD scores higher overall (65/100 vs 61/100), backed by strong 43.6% margins and 12.3% revenue growth. VNO offers better value entry with a 33.2% 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.
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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