WallStSmart

New York City REIT Inc (NYC)vsPrologis Inc (PLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Prologis Inc generates 28808% more annual revenue ($9.66B vs $33.41M). PLD leads profitability with a 43.6% profit margin vs 38.9%. NYC trades at a lower P/E of 1.2x. PLD earns a higher WallStSmart Score of 65/100 (B-).

NYC

Buy

51

out of 100

Grade: C-

Growth: 2.7Profit: 4.0Value: 6.7Quality: 2.5
Piotroski: 3/9Altman Z: -1.83

PLD

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 5.3Quality: 4.0
Piotroski: 2/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NYC.

PLDUndervalued (+46.1%)

Margin of Safety

+46.1%

Fair Value

$252.09

Current Price

$135.18

$116.91 discount

UndervaluedFair: $252.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NYC3 strengths · Avg: 10.0/10
P/E RatioValuation
1.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
38.9%10/10

Keeps 39 of every $100 in revenue as profit

PLD6 strengths · Avg: 9.2/10
Profit MarginProfitability
43.6%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

EPS GrowthGrowth
85.3%10/10

Earnings expanding 85.3% YoY

Market CapQuality
$131.96B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.20B8/10

Generating 1.2B in free cash flow

Areas to Watch

NYC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$19.74M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-35.7%2/10

ROE of -35.7% — below average capital efficiency

PLD4 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
117.012/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : NYC

The strongest argument for NYC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 38.9% and operating margin at -57.6%.

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 : NYC

The primary concerns for NYC are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 6.62 is elevated, increasing financial risk.

Bear Case : PLD

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

Key Dynamics to Monitor

NYC 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 51/100), backed by strong 43.6% margins and 12.3% revenue growth. 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.

New York City REIT Inc

REAL ESTATE · REAL ESTATE SERVICES · USA

New York City REIT Inc is a dedicated real estate investment trust focused on acquiring and managing premium commercial properties in the dynamic New York City market. With a well-diversified portfolio that includes prime office, retail, and mixed-use assets, the company leverages the city's unique economic environment to drive value creation. Guided by a veteran management team with deep expertise in real estate and finance, NYC REIT aims to generate sustainable income and deliver consistent long-term returns for its shareholders. As the city navigates a post-pandemic recovery, NYC REIT is poised to capitalize on emerging growth opportunities while strategically managing property valuations.

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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