EastGroup Properties Inc (EGP)vsPrologis Inc (PLD)
EGP
EastGroup Properties Inc
$198.34
-0.92%
REAL ESTATE · Cap: $10.66B
PLD
Prologis Inc
$138.76
+1.09%
REAL ESTATE · Cap: $131.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1175% more annual revenue ($9.38B vs $735.38M). EGP leads profitability with a 39.8% profit margin vs 39.7%. EGP appears more attractively valued with a PEG of 8.42. PLD earns a higher WallStSmart Score of 63/100 (C+).
EGP
Buy61
out of 100
Grade: C+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$194.37
Current Price
$198.34
$3.97 discount
Margin of Safety
+47.5%
Fair Value
$267.36
Current Price
$138.76
$128.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 40.2%
Earnings expanding 55.3% YoY
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
Generating 1.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EGP
The strongest argument for EGP centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.8% and operating margin at 40.2%.
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 : EGP
The primary concerns for EGP are P/E Ratio, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
EGP is growing revenue faster at 9.1% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (63/100 vs 61/100), 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.
EastGroup Properties Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
EastGroup Properties, Inc. (NYSE: EGP), an S&P MidCap 400 company, is a self-managed capital real estate investment trust focused on the development, acquisition and operation of industrial properties in Sunbelt's major markets in the United States. with an emphasis on the states of Florida, Texas, Arizona, California and North Carolina.
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 - INDUSTRIAL Stocks
Want to dig deeper into these stocks?