Brookfield Business Partners LP (BBU)vsPrologis Inc (PLD)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 199% more annual revenue ($27.46B vs $9.19B). PLD leads profitability with a 36.2% profit margin vs -0.1%. PLD earns a higher WallStSmart Score of 55/100 (C).
BBU
Buy52
out of 100
Grade: C-
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
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
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull 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%.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while PLD is a value 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.
BBU generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (55/100 vs 52/100), 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.
Brookfield Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
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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