Cardinal Health Inc (CAH)vsPrologis Inc (PLD)
CAH
Cardinal Health Inc
$211.31
+1.97%
HEALTHCARE · Cap: $48.76B
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 2562% more annual revenue ($244.67B vs $9.19B). PLD leads profitability with a 36.2% profit margin vs 0.7%. CAH appears more attractively valued with a PEG of 1.33. PLD earns a higher WallStSmart Score of 55/100 (C).
CAH
Buy53
out of 100
Grade: C-
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$263.37
Current Price
$211.31
$52.06 discount
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
Safe zone — low bankruptcy risk
18.8% revenue growth
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
Moderate valuation
ROE of 0.0% — below average capital efficiency
0.7% margin — thin
Operating margin of 1.2%
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 : CAH
The strongest argument for CAH centers on Altman Z-Score, Revenue Growth. Revenue growth of 18.8% demonstrates continued momentum. PEG of 1.33 suggests the stock is reasonably priced for its growth.
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 : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity, Profit Margin. Thin 0.7% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
CAH profiles as a growth 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.
CAH is growing revenue faster at 18.8% — sustainability is the question.
CAH generates stronger free cash flow (555M), 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.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
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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