Empire State Realty OP LP (OGCP)vsPrologis Inc (PLD)
OGCP
Empire State Realty OP LP
$5.50
+2.80%
REAL ESTATE · Cap: $1.51B
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1121% more annual revenue ($9.38B vs $767.81M). PLD leads profitability with a 39.7% profit margin vs 9.5%. OGCP trades at a lower P/E of 22.0x. PLD earns a higher WallStSmart Score of 63/100 (C+).
OGCP
Buy51
out of 100
Grade: C-
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OGCP.
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
Reasonable price relative to book value
Earnings expanding 83.0% YoY
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
0.8% revenue growth
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
Negative free cash flow — burning cash
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 : OGCP
The strongest argument for OGCP centers on Price/Book, EPS Growth.
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 : OGCP
The primary concerns for OGCP are Revenue Growth, Market Cap, Return on Equity.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
OGCP profiles as a value stock while PLD is a mature play — different risk/reward profiles.
OGCP carries more volatility with a beta of 1.43 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
OGCP generates stronger free cash flow (-8M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 51/100), backed by strong 39.7% margins. 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.
Empire State Realty OP LP
REAL ESTATE · REIT - OFFICE · USA
Empire State Realty OP, L.P. is a subsidiary of Empire State Realty Trust, Inc.
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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