Chatham Lodging Trust REIT (CLDT)vsPrologis Inc (PLD)
CLDT
Chatham Lodging Trust REIT
$8.67
-0.57%
REAL ESTATE · Cap: $405.01M
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 3089% more annual revenue ($9.38B vs $294.00M). PLD leads profitability with a 39.7% profit margin vs 5.1%. CLDT appears more attractively valued with a PEG of 2.28. PLD earns a higher WallStSmart Score of 63/100 (C+).
CLDT
Hold45
out of 100
Grade: D
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.1%
Fair Value
$40.56
Current Price
$8.67
$31.89 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
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
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
5.1% margin — thin
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 : CLDT
The strongest argument for CLDT centers on Price/Book.
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 : CLDT
The primary concerns for CLDT are PEG Ratio, Market Cap, Return on Equity. A P/E of 61.5x leaves little room for execution misses.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CLDT 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.
PLD is growing revenue faster at 8.3% — sustainability is the question.
CLDT generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 45/100), backed by strong 39.7% margins. CLDT offers better value entry with a 81.1% 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.
Chatham Lodging Trust REIT
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Chatham Lodging Trust is a publicly traded, self-listed real estate investment trust primarily focused on investing in exclusive extended stay hotels and select service hotels of premium brands.
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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