Granite Real Estate Investment Trust (GRTUF)vsPrologis Inc (PLD)
GRTUF
Granite Real Estate Investment Trust
$59.09
-1.31%
REAL ESTATE · Cap: $3.79B
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1388% more annual revenue ($9.19B vs $617.89M). GRTUF leads profitability with a 55.4% profit margin vs 36.2%. GRTUF trades at a lower P/E of 15.2x. GRTUF earns a higher WallStSmart Score of 67/100 (B-).
GRTUF
Strong Buy67
out of 100
Grade: B-
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.5%
Fair Value
$192.35
Current Price
$59.09
$133.26 discount
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 74.0%
Earnings expanding 67.4% YoY
Attractively priced relative to earnings
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
ROE of 6.1% — below average capital efficiency
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 55.4% and operating margin at 74.0%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
GRTUF profiles as a mature stock while PLD is a value play — different risk/reward profiles.
GRTUF is growing revenue faster at 9.3% — sustainability is the question.
GRTUF generates stronger free cash flow (84M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GRTUF scores higher overall (67/100 vs 55/100), backed by strong 55.4% margins. 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.
Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
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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