JBG SMITH Properties (JBGS)vsPrologis Inc (PLD)
JBGS
JBG SMITH Properties
$15.00
+0.54%
REAL ESTATE · Cap: $916.12M
PLD
Prologis Inc
$142.02
-0.43%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1785% more annual revenue ($9.38B vs $497.38M). PLD leads profitability with a 39.7% profit margin vs -28.0%. PLD earns a higher WallStSmart Score of 63/100 (C+).
JBGS
Hold45
out of 100
Grade: D
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.5%
Fair Value
$33.21
Current Price
$15.00
$18.21 discount
Margin of Safety
+47.3%
Fair Value
$268.09
Current Price
$142.02
$126.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 59.5% YoY
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 0.5%
Weak financial health signals
ROE of -8.6% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
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 39.7% and operating margin at 38.5%.
Bear Case : JBGS
The primary concerns for JBGS are Market Cap, Operating Margin, Piotroski F-Score.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
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 1.41 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
JBGS generates stronger free cash flow (-930,000), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 45/100), backed by strong 39.7% margins. JBGS offers better value entry with a 51.5% margin of safety. 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.
JBG SMITH Properties
REAL ESTATE · REIT - OFFICE · 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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