Opendoor Technologies Inc (OPEN)vsPrologis Inc (PLD)
OPEN
Opendoor Technologies Inc
$4.42
-10.71%
REAL ESTATE · Cap: $4.28B
PLD
Prologis Inc
$144.54
-0.15%
REAL ESTATE · Cap: $130.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 138% more annual revenue ($9.38B vs $3.94B). PLD leads profitability with a 39.7% profit margin vs -35.2%. PLD earns a higher WallStSmart Score of 63/100 (C+).
OPEN
Avoid27
out of 100
Grade: F
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for OPEN.
Margin of Safety
+43.3%
Fair Value
$254.85
Current Price
$144.54
$110.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
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
Generating 1.1B in free cash flow
Areas to Watch
0.0% earnings growth
ROE of -145.5% — below average capital efficiency
Revenue declined 37.6%
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : OPEN
The strongest argument for OPEN centers on Debt/Equity.
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 : OPEN
The primary concerns for OPEN are EPS Growth, Return on Equity, Revenue Growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
OPEN profiles as a turnaround stock while PLD is a mature play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.55 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 27/100), backed by strong 39.7% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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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