JBG SMITH Properties (JBGS)vsPrologis Inc (PLD)
JBGS
JBG SMITH Properties
$14.08
-3.10%
REAL ESTATE · Cap: $1.12B
PLD
Prologis Inc
$144.69
-1.08%
REAL ESTATE · Cap: $138.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1814% more annual revenue ($9.66B vs $504.51M). PLD leads profitability with a 43.6% profit margin vs -22.2%. PLD earns a higher WallStSmart Score of 65/100 (B-).
JBGS
Hold46
out of 100
Grade: D+
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.5%
Fair Value
$16.03
Current Price
$14.08
$1.95 premium
Margin of Safety
+43.2%
Fair Value
$259.71
Current Price
$144.69
$115.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 59.5% 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
Smaller company, higher risk/reward
Operating margin of 1.1%
ROE of -9.8% — below average capital efficiency
Negative free cash flow — burning cash
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 : JBGS
The strongest argument for JBGS centers on Price/Book, EPS Growth.
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 : JBGS
The primary concerns for JBGS are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 2.26 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
JBGS profiles as a turnaround 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 46/100), backed by strong 43.6% margins and 12.3% revenue growth. Both earn "Strong 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.
JBG SMITH Properties
REAL ESTATE · REIT - DIVERSIFIED · USA
JBG SMITH is an S&P 400 company that owns, operates, invests, and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC.
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.
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