Acres Commercial Realty Corp (ACR)vsPrologis Inc (PLD)
ACR
Acres Commercial Realty Corp
$22.01
+4.36%
REAL ESTATE · Cap: $150.52M
PLD
Prologis Inc
$142.02
-0.43%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 10592% more annual revenue ($9.38B vs $87.69M). PLD leads profitability with a 39.7% profit margin vs 24.3%. PLD trades at a lower P/E of 39.1x. PLD earns a higher WallStSmart Score of 63/100 (C+).
ACR
Buy62
out of 100
Grade: C+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.9%
Fair Value
$27.55
Current Price
$22.01
$5.54 discount
Margin of Safety
+47.3%
Fair Value
$268.09
Current Price
$142.02
$126.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 33.9%
Earnings expanding 272.2% YoY
Keeps 24 of every $100 in revenue as profit
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
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
Premium valuation, high expectations priced in
Revenue declined 5.6%
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ACR
The strongest argument for ACR centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 24.3% and operating margin at 33.9%.
Bull 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%.
Bear Case : ACR
The primary concerns for ACR are Market Cap, Return on Equity, P/E Ratio. A P/E of 688.7x leaves little room for execution misses. Debt-to-equity of 2.85 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ACR profiles as a declining stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
ACR generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 62/100), backed by strong 39.7% margins. ACR offers better value entry with a 33.9% 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.
Acres Commercial Realty Corp
REAL ESTATE · REIT - MORTGAGE · USA
ACRES Commercial Realty Corp. The company is headquartered in Westbury, New York.
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.
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