WallStSmart

IRSA Inversiones Y Representaciones (IRS)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

IRSA Inversiones Y Representaciones generates 5106% more annual revenue ($488.16B vs $9.38B). IRS leads profitability with a 98.9% profit margin vs 39.7%. IRS appears more attractively valued with a PEG of 2.73. IRS earns a higher WallStSmart Score of 66/100 (B-).

IRS

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 9.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 1.00

PLD

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 7.0Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for IRS.

PLDUndervalued (+47.2%)

Margin of Safety

+47.2%

Fair Value

$268.84

Current Price

$142.02

$126.82 discount

UndervaluedFair: $268.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRS5 strengths · Avg: 10.0/10
P/E RatioValuation
3.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Return on EquityProfitability
31.2%10/10

Every $100 of equity generates 31 in profit

Profit MarginProfitability
98.9%10/10

Keeps 99 of every $100 in revenue as profit

Operating MarginProfitability
55.0%10/10

Strong operational efficiency at 55.0%

PLD5 strengths · Avg: 9.4/10
Profit MarginProfitability
39.7%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
38.5%10/10

Strong operational efficiency at 38.5%

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

Market CapQuality
$129.41B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

IRS4 concerns · Avg: 2.5/10
Market CapQuality
$1.16B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.732/10

Expensive relative to growth rate

Revenue GrowthGrowth
-2.4%2/10

Revenue declined 2.4%

PLD4 concerns · Avg: 2.8/10
P/E RatioValuation
39.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

PEG RatioValuation
110.102/10

Expensive relative to growth rate

Free Cash FlowQuality
$-3.75B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : IRS

The strongest argument for IRS centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 98.9% and operating margin at 55.0%.

Bull Case : PLD

The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.

Bear Case : IRS

The primary concerns for IRS are Market Cap, Piotroski F-Score, PEG Ratio.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

IRS profiles as a declining stock while PLD is a mature play — different risk/reward profiles.

PLD carries more volatility with a beta of 1.41 — expect wider price swings.

PLD is growing revenue faster at 8.3% — sustainability is the question.

IRS generates stronger free cash flow (-709M), providing more financial flexibility.

Bottom Line

IRS scores higher overall (66/100 vs 63/100), backed by strong 98.9% margins. PLD offers better value entry with a 47.2% margin of safety. 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.

IRSA Inversiones Y Representaciones

REAL ESTATE · REAL ESTATE SERVICES · USA

IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.

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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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