Acadia Realty Trust (AKR)vsPrologis Inc (PLD)
AKR
Acadia Realty Trust
$21.65
+2.12%
REAL ESTATE · Cap: $3.14B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2224% more annual revenue ($9.38B vs $403.44M). PLD leads profitability with a 39.7% profit margin vs 4.2%. AKR appears more attractively valued with a PEG of 4.70. PLD earns a higher WallStSmart Score of 63/100 (C+).
AKR
Hold46
out of 100
Grade: D+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.0%
Fair Value
$52.66
Current Price
$21.65
$31.01 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$142.02
$126.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.2%
15.0% revenue growth
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
4.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : AKR
The strongest argument for AKR centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 15.0% demonstrates continued momentum.
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 : AKR
The primary concerns for AKR are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 216.5x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
AKR profiles as a value 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.
AKR is growing revenue faster at 15.0% — sustainability is the question.
AKR generates stronger free cash flow (-490M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 46/100), backed by strong 39.7% margins. AKR offers better value entry with a 61.0% margin of safety. Both earn "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.
Acadia Realty Trust
REAL ESTATE · REIT - RETAIL · USA
Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term profitable growth through its double?
Visit Website →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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