National Health Investors Inc (NHI)vsPrologis Inc (PLD)
NHI
National Health Investors Inc
$76.91
+0.50%
REAL ESTATE · Cap: $3.71B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2372% more annual revenue ($9.38B vs $379.29M). PLD leads profitability with a 39.7% profit margin vs 37.5%. NHI appears more attractively valued with a PEG of 4.76. PLD earns a higher WallStSmart Score of 63/100 (C+).
NHI
Hold48
out of 100
Grade: D+
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.5%
Fair Value
$130.65
Current Price
$76.91
$53.74 discount
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$142.02
$126.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 61.3%
Reasonable price relative to book value
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
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.6%
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 : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 37.5% and operating margin at 61.3%.
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 : NHI
The primary concerns for NHI are P/E Ratio, 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
NHI 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.
NHI generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 48/100), backed by strong 39.7% margins. NHI offers better value entry with a 32.5% 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.
National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
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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