Equity Lifestyle Properties Inc (ELS)vsPrologis Inc (PLD)
ELS
Equity Lifestyle Properties Inc
$62.43
+0.99%
REAL ESTATE · Cap: $12.99B
PLD
Prologis Inc
$144.54
+1.05%
REAL ESTATE · Cap: $130.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 508% more annual revenue ($9.38B vs $1.54B). PLD leads profitability with a 39.7% profit margin vs 25.0%. ELS appears more attractively valued with a PEG of 0.90. PLD earns a higher WallStSmart Score of 63/100 (C+).
ELS
Buy60
out of 100
Grade: C+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.0%
Fair Value
$113.69
Current Price
$62.43
$51.26 discount
Margin of Safety
+43.3%
Fair Value
$254.85
Current Price
$144.54
$110.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.9%
Every $100 of equity generates 22 in profit
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
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
1.2% revenue growth
Elevated debt levels
Earnings declined 2.6%
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ELS
The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 25.0% and operating margin at 36.9%. PEG of 0.90 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 : ELS
The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.87 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
ELS profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 60/100), backed by strong 39.7% margins. ELS offers better value entry with a 42.0% 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.
Equity Lifestyle Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
We are a self-managed and self-managed real estate investment trust (?
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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