WallStSmart

LXP Industrial Trust (LXP)vsPrologis Inc (PLD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 2714% more annual revenue ($9.89B vs $351.59M). PLD leads profitability with a 43.1% profit margin vs 34.3%. LXP appears more attractively valued with a PEG of 3.15. PLD earns a higher WallStSmart Score of 59/100 (C).

LXP

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 6.0Value: 3.7Quality: 6.0
Piotroski: 5/9Altman Z: 0.63

PLD

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 7.0Value: 6.0Quality: 4.5
Piotroski: 2/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LXP.

PLDUndervalued (+50.0%)

Margin of Safety

+50.0%

Fair Value

$256.12

Current Price

$129.08

$127.04 discount

UndervaluedFair: $256.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LXP3 strengths · Avg: 9.3/10
Profit MarginProfitability
34.3%10/10

Keeps 34 of every $100 in revenue as profit

EPS GrowthGrowth
159.8%10/10

Earnings expanding 159.8% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

PLD5 strengths · Avg: 9.0/10
Profit MarginProfitability
43.1%10/10

Keeps 43 of every $100 in revenue as profit

Operating MarginProfitability
42.9%10/10

Strong operational efficiency at 42.9%

Market CapQuality
$124.41B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.20B8/10

Generating 1.2B in free cash flow

Areas to Watch

LXP4 concerns · Avg: 3.3/10
P/E RatioValuation
31.2x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

PEG RatioValuation
3.152/10

Expensive relative to growth rate

PLD4 concerns · Avg: 3.0/10
P/E RatioValuation
28.2x4/10

Moderate valuation

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
111.412/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : LXP

The strongest argument for LXP centers on Profit Margin, EPS Growth, Price/Book. Profitability is solid with margins at 34.3% and operating margin at 13.2%.

Bull Case : PLD

The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.

Bear Case : LXP

The primary concerns for LXP are P/E Ratio, Revenue Growth, Return on Equity.

Bear Case : PLD

The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

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

PLD carries more volatility with a beta of 1.32 — expect wider price swings.

PLD is growing revenue faster at 10.2% — sustainability is the question.

PLD generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

PLD scores higher overall (59/100 vs 56/100), backed by strong 43.1% margins and 10.2% revenue growth. Both earn "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.

LXP Industrial Trust

REAL ESTATE · REIT - INDUSTRIAL · USA

LXP Industrial Trust (LXP) is a prominent real estate investment trust (REIT) dedicated to the acquisition and management of industrial properties across key U.S. logistics markets. With the e-commerce sector's growth driving demand for efficient supply chains, LXP is strategically positioned to generate sustainable income and achieve capital appreciation. The company emphasizes a disciplined capital allocation strategy and maintains strong tenant relationships, supported by proactive asset management. By prioritizing operational excellence and staying attuned to market trends, LXP aims to enhance shareholder value and capitalize on growth opportunities within the industrial real estate sector.

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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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