First Industrial Realty Trust Inc (FR)vsPrologis Inc (PLD)
FR
First Industrial Realty Trust Inc
$64.15
-2.09%
REAL ESTATE · Cap: $8.98B
PLD
Prologis Inc
$138.96
-3.54%
REAL ESTATE · Cap: $138.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1170% more annual revenue ($9.66B vs $760.37M). FR leads profitability with a 47.9% profit margin vs 43.6%. FR appears more attractively valued with a PEG of 3.74. PLD earns a higher WallStSmart Score of 65/100 (B-).
FR
Buy61
out of 100
Grade: C+
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.9%
Fair Value
$43.06
Current Price
$64.15
$21.09 premium
Margin of Safety
+43.2%
Fair Value
$259.71
Current Price
$138.96
$120.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 45.1%
Earnings expanding 39.3% YoY
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 1.1B in free cash flow
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 47.9% and operating margin at 45.1%.
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 : FR
The primary concerns for FR are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.34 — expect wider price swings.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (65/100 vs 61/100), backed by strong 43.6% margins and 12.3% revenue growth. Both earn "Strong 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.
First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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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