National Storage Affiliates Trust (NSA)vsPrologis Inc (PLD)
NSA
National Storage Affiliates Trust
$37.42
-0.03%
REAL ESTATE · Cap: $5.50B
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1133% more annual revenue ($9.19B vs $745.60M). PLD leads profitability with a 36.2% profit margin vs 9.9%. NSA appears more attractively valued with a PEG of 1.67. NSA earns a higher WallStSmart Score of 58/100 (C).
NSA
Buy58
out of 100
Grade: C
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.6%
Fair Value
$32.29
Current Price
$37.42
$5.13 premium
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 37.9%
Earnings expanding 54.7% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
2.2% revenue growth
ROE of 7.0% — below average capital efficiency
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NSA
The strongest argument for NSA centers on Operating Margin, EPS Growth.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bear Case : NSA
The primary concerns for NSA are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 54.2x leaves little room for execution misses. Debt-to-equity of 3.52 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
PLD is growing revenue faster at 4.0% — sustainability is the question.
NSA generates stronger free cash flow (59M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSA scores higher overall (58/100 vs 55/100). 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.
National Storage Affiliates Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
National Storage Affiliates Trust is a Maryland real estate investment trust focused on the ownership, operation and acquisition of storage properties located within the top 100 metropolitan statistical areas of the United States.
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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