Essex Property Trust Inc (ESS)vsPrologis Inc (PLD)
ESS
Essex Property Trust Inc
$264.92
-1.10%
REAL ESTATE · Cap: $18.32B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 384% more annual revenue ($9.38B vs $1.94B). PLD leads profitability with a 39.7% profit margin vs 34.6%. ESS appears more attractively valued with a PEG of 7.02. PLD earns a higher WallStSmart Score of 63/100 (C+).
ESS
Buy51
out of 100
Grade: C-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.3%
Fair Value
$430.90
Current Price
$264.92
$165.98 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
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 32.9%
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
Moderate valuation
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 68.7%
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 : ESS
The strongest argument for ESS centers on Profit Margin, Operating Margin. Profitability is solid with margins at 34.6% and operating margin at 32.9%.
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 : ESS
The primary concerns for ESS are P/E Ratio, Revenue Growth, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ESS 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.
ESS generates stronger free cash flow (195M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 51/100), backed by strong 39.7% margins. ESS offers better value entry with a 39.3% 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.
Essex Property Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.
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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