Farmland Partners Inc (FPI)vsPrologis Inc (PLD)
FPI
Farmland Partners Inc
$9.92
+1.74%
REAL ESTATE · Cap: $436.60M
PLD
Prologis Inc
$141.03
-0.13%
REAL ESTATE · Cap: $132.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 18812% more annual revenue ($9.66B vs $51.06M). FPI leads profitability with a 50.2% profit margin vs 43.6%. FPI trades at a lower P/E of 19.5x. PLD earns a higher WallStSmart Score of 65/100 (B-).
FPI
Hold48
out of 100
Grade: D+
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.7%
Fair Value
$26.80
Current Price
$9.92
$16.88 discount
Margin of Safety
+45.8%
Fair Value
$258.80
Current Price
$141.03
$117.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 36.3%
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Earnings expanding 85.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
Revenue declined 5.5%
Earnings declined 50.2%
Premium valuation, high expectations priced in
ROE of 7.8% — 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 50.2% and operating margin at 36.3%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 43.6% and operating margin at 43.0%. Revenue growth of 12.3% demonstrates continued momentum.
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 1.32 — expect wider price swings.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (65/100 vs 48/100), backed by strong 43.6% margins and 12.3% revenue growth. FPI offers better value entry with a 54.7% margin of safety. Both earn "Strong 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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