Brandywine Realty Trust (BDN)vsPrologis Inc (PLD)
BDN
Brandywine Realty Trust
$3.12
+1.60%
REAL ESTATE · Cap: $555.88M
PLD
Prologis Inc
$140.87
-3.02%
REAL ESTATE · Cap: $139.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2043% more annual revenue ($9.38B vs $437.50M). PLD leads profitability with a 39.7% profit margin vs -45.7%. BDN appears more attractively valued with a PEG of 1.97. PLD earns a higher WallStSmart Score of 63/100 (C+).
BDN
Buy55
out of 100
Grade: C-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BDN.
Margin of Safety
+44.7%
Fair Value
$254.18
Current Price
$140.87
$113.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 551.0% YoY
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
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 3.9%
Weak financial health signals
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BDN
The strongest argument for BDN centers on Price/Book, EPS Growth.
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 : BDN
The primary concerns for BDN are PEG Ratio, Market Cap, Operating Margin. Debt-to-equity of 3.60 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
BDN profiles as a turnaround stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.33 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 55/100), backed by strong 39.7% 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.
Brandywine Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Brandywine Realty Trust (NYSE: BDN) is one of the largest publicly traded, full-service integrated real estate companies in the United States with a primary focus on the Philadelphia, Austin and Washington, DC markets.
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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