Centerspace (CSR)vsPrologis Inc (PLD)
CSR
Centerspace
$68.27
+1.53%
REAL ESTATE · Cap: $1.19B
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 3326% more annual revenue ($9.38B vs $273.66M). PLD leads profitability with a 39.7% profit margin vs 6.4%. CSR appears more attractively valued with a PEG of 40.89. PLD earns a higher WallStSmart Score of 63/100 (C+).
CSR
Hold39
out of 100
Grade: F
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.4%
Fair Value
$35.52
Current Price
$68.27
$32.75 premium
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$138.82
$130.02 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
0.3% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 2.6% — below average capital efficiency
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 : CSR
The strongest argument for CSR 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 : CSR
The primary concerns for CSR are Revenue Growth, EPS Growth, Market Cap. A P/E of 65.9x 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
CSR 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.
CSR generates stronger free cash flow (3M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 39/100), backed by strong 39.7% margins. 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.
Centerspace
REAL ESTATE · REIT - RESIDENTIAL · USA
IRET is a real estate company focused on the ownership, management, acquisition, remodeling and development of apartment communities.
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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