Farmland Partners Inc (FPI)vsPrologis Inc (PLD)
FPI
Farmland Partners Inc
$9.71
+0.49%
REAL ESTATE · Cap: $429.46M
PLD
Prologis Inc
$139.44
+1.92%
REAL ESTATE · Cap: $131.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 18066% more annual revenue ($9.38B vs $51.61M). FPI leads profitability with a 58.4% profit margin vs 39.7%. FPI trades at a lower P/E of 16.4x. PLD earns a higher WallStSmart Score of 63/100 (C+).
FPI
Hold48
out of 100
Grade: D+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.9%
Fair Value
$27.51
Current Price
$9.71
$17.80 discount
Margin of Safety
+46.0%
Fair Value
$253.49
Current Price
$139.44
$114.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 35.1%
Attractively priced relative to earnings
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
Smaller company, higher risk/reward
ROE of 6.5% — below average capital efficiency
Revenue declined 1.7%
Earnings declined 66.3%
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 : FPI
The strongest argument for FPI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 58.4% and operating margin at 35.1%.
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 : FPI
The primary concerns for FPI are Market Cap, Return on Equity, Revenue Growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
FPI profiles as a declining stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.33 — 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 48/100), backed by strong 39.7% margins. FPI offers better value entry with a 55.9% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Farmland Partners Inc
REAL ESTATE · REIT - SPECIALTY · USA
Farmland Partners Inc. (FPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of high-quality agricultural land throughout the United States. The company strategically leases its properties to experienced farmers, generating reliable cash flows while capitalizing on the burgeoning agricultural sector. With a strong commitment to sustainable farming practices and a well-diversified portfolio, FPI is well-equipped to respond to the rising global food demand. Its operational excellence and proactive approach position Farmland Partners to seize emerging opportunities in the agricultural landscape, delivering long-term value for its investors.
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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