WallStSmart

Host Hotels & Resorts Inc (HST)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 56% more annual revenue ($9.66B vs $6.18B). PLD leads profitability with a 43.6% profit margin vs 16.4%. HST appears more attractively valued with a PEG of 3.94. PLD earns a higher WallStSmart Score of 65/100 (B-).

HST

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 7.0Value: 4.7Quality: 6.0
Piotroski: 6/9Altman Z: 1.38

PLD

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 5.3Quality: 4.5
Piotroski: 2/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HSTFair Value (-4.8%)

Margin of Safety

-4.8%

Fair Value

$19.04

Current Price

$25.54

$6.50 premium

UndervaluedFair: $19.04Overvalued
PLDUndervalued (+43.2%)

Margin of Safety

+43.2%

Fair Value

$259.71

Current Price

$146.19

$113.52 discount

UndervaluedFair: $259.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HST3 strengths · Avg: 8.7/10
EPS GrowthGrowth
105.3%10/10

Earnings expanding 105.3% YoY

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

PLD6 strengths · Avg: 9.2/10
Profit MarginProfitability
43.6%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

EPS GrowthGrowth
85.3%10/10

Earnings expanding 85.3% YoY

Market CapQuality
$138.06B9/10

Large-cap with strong market position

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.14B8/10

Generating 1.1B in free cash flow

Areas to Watch

HST3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
2.8%4/10

2.8% revenue growth

PEG RatioValuation
3.942/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.382/10

Distress zone — elevated risk

PLD4 concerns · Avg: 3.0/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
138.352/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : HST

The strongest argument for HST centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 19.2%.

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 : HST

The primary concerns for HST are Revenue Growth, 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

HST profiles as a value stock while PLD is a mature play — different risk/reward profiles.

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.

Bottom Line

PLD scores higher overall (65/100 vs 62/100), 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.

Host Hotels & Resorts Inc

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.

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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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