Prologis Inc (PLD)vsWoodside Energy Group Ltd (WDS)
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
WDS
Woodside Energy Group Ltd
$23.66
-2.79%
ENERGY · Cap: $46.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Woodside Energy Group Ltd generates 41% more annual revenue ($12.98B vs $9.19B). PLD leads profitability with a 36.2% profit margin vs 20.9%. WDS appears more attractively valued with a PEG of 1.33. PLD earns a higher WallStSmart Score of 55/100 (C).
PLD
Buy55
out of 100
Grade: C
WDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Margin of Safety
-94.1%
Fair Value
$9.66
Current Price
$23.66
$14.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Reasonable price relative to book value
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Revenue declined 11.1%
Earnings declined 14.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bull Case : WDS
The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : WDS
The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
PLD profiles as a value stock while WDS is a declining play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
PLD is growing revenue faster at 4.0% — sustainability is the question.
WDS generates stronger free cash flow (417M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (55/100 vs 53/100), backed by strong 36.2% margins. 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.
Woodside Energy Group Ltd
ENERGY · OIL & GAS E&P · USA
Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?