Forestar Group Inc (FOR)vsPrologis Inc (PLD)
FOR
Forestar Group Inc
$26.63
+2.62%
REAL ESTATE · Cap: $1.36B
PLD
Prologis Inc
$145.10
+2.06%
REAL ESTATE · Cap: $135.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 455% more annual revenue ($9.35B vs $1.69B). PLD leads profitability with a 39.8% profit margin vs 9.9%. FOR appears more attractively valued with a PEG of 4.90. PLD earns a higher WallStSmart Score of 61/100 (C+).
FOR
Buy51
out of 100
Grade: C-
PLD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.8%
Fair Value
$138.91
Current Price
$26.63
$112.28 discount
Margin of Safety
+14.6%
Fair Value
$169.88
Current Price
$145.10
$24.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.3% YoY
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 36.0%
Earnings expanding 61.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 4.7%
Expensive relative to growth rate
Revenue declined 3.0%
Premium valuation, high expectations priced in
4.1% revenue growth
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FOR
The strongest argument for FOR centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.8% and operating margin at 36.0%.
Bear Case : FOR
The primary concerns for FOR are Market Cap, Operating Margin, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
FOR carries more volatility with a beta of 1.45 — expect wider price swings.
PLD is growing revenue faster at 4.1% — sustainability is the question.
FOR generates stronger free cash flow (-157M), providing more financial flexibility.
Monitor REAL ESTATE - DEVELOPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (61/100 vs 51/100), backed by strong 39.8% margins. FOR offers better value entry with a 78.8% 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.
Forestar Group Inc
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Forestar Group Inc. is a residential lot development company in the United States. The company is headquartered in Arlington, Texas.
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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