National Health Investors Inc (NHI)vsPrologis Inc (PLD)
NHI
National Health Investors Inc
$70.32
+0.16%
REAL ESTATE · Cap: $3.48B
PLD
Prologis Inc
$135.75
+1.00%
REAL ESTATE · Cap: $131.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 2116% more annual revenue ($9.66B vs $435.78M). PLD leads profitability with a 43.6% profit margin vs 38.3%. NHI appears more attractively valued with a PEG of 4.76. PLD earns a higher WallStSmart Score of 65/100 (B-).
NHI
Buy52
out of 100
Grade: C-
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.5%
Fair Value
$134.80
Current Price
$70.32
$64.48 discount
Margin of Safety
+46.3%
Fair Value
$252.77
Current Price
$135.75
$117.02 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 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 1.2B in free cash flow
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.6%
Earnings declined 43.0%
Premium valuation, high expectations priced in
ROE of 7.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
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 38.3% 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 43.6% and operating margin at 43.0%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : NHI
The primary concerns for NHI are Piotroski F-Score, PEG Ratio, Revenue Growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
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 1.32 — expect wider price swings.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (65/100 vs 52/100), backed by strong 43.6% margins and 12.3% revenue growth. NHI offers better value entry with a 34.5% 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.
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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