Frp Holdings Ord (FRPH)vsPrologis Inc (PLD)
FRPH
Frp Holdings Ord
$18.45
-2.38%
REAL ESTATE · Cap: $361.55M
PLD
Prologis Inc
$128.57
-1.14%
REAL ESTATE · Cap: $124.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 29312% more annual revenue ($9.89B vs $33.64M). PLD leads profitability with a 43.1% profit margin vs 0.3%. FRPH appears more attractively valued with a PEG of 1.12. PLD earns a higher WallStSmart Score of 59/100 (C).
FRPH
Hold35
out of 100
Grade: F
PLD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.4%
Fair Value
$17.51
Current Price
$18.45
$0.94 premium
Margin of Safety
+49.7%
Fair Value
$255.41
Current Price
$128.57
$126.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
2.3% revenue growth
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FRPH
The strongest argument for FRPH centers on Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : FRPH
The primary concerns for FRPH are Revenue Growth, Altman Z-Score, Market Cap. Thin 0.3% margins leave little buffer for downturns.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
FRPH profiles as a value 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 10.2% — sustainability is the question.
PLD generates stronger free cash flow (661M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (59/100 vs 35/100), backed by strong 43.1% margins and 10.2% revenue growth. 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.
Frp Holdings Ord
REAL ESTATE · REAL ESTATE SERVICES · USA
FRP Holdings, Inc. is a real estate investment and development company in the United States. The company is headquartered in Jacksonville, Florida.
Visit Website →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.
Compare with Other REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?