Cousins Properties Incorporated (CUZ)vsPrologis Inc (PLD)
CUZ
Cousins Properties Incorporated
$25.06
-2.15%
REAL ESTATE · Cap: $4.16B
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 851% more annual revenue ($9.38B vs $985.66M). PLD leads profitability with a 39.7% profit margin vs 4.1%. CUZ appears more attractively valued with a PEG of 1.31. PLD earns a higher WallStSmart Score of 63/100 (C+).
CUZ
Buy55
out of 100
Grade: C
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.2%
Fair Value
$58.13
Current Price
$25.06
$33.07 discount
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
Strong operational efficiency at 21.3%
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
ROE of 0.9% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : CUZ
The strongest argument for CUZ centers on Price/Book, Operating Margin. Revenue growth of 13.3% demonstrates continued momentum. PEG of 1.31 suggests the stock is reasonably priced for its 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 : CUZ
The primary concerns for CUZ are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 104.4x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CUZ 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.
CUZ is growing revenue faster at 13.3% — sustainability is the question.
CUZ generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 55/100), backed by strong 39.7% margins. CUZ offers better value entry with a 60.2% margin of safety. 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.
Cousins Properties Incorporated
REAL ESTATE · REIT - OFFICE · USA
Cousins Properties is a fully integrated, self-managed and self-managed Real Estate Investment Trust (REIT).
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.
Compare with Other REIT - OFFICE Stocks
Want to dig deeper into these stocks?