Prologis Inc (PLD)vsPublic Storage (PSA)
PLD
Prologis Inc
$129.74
+1.30%
REAL ESTATE · Cap: $124.41B
PSA
Public Storage
$333.24
+2.61%
REAL ESTATE · Cap: $60.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 96% more annual revenue ($9.89B vs $5.04B). PLD leads profitability with a 43.1% profit margin vs 37.7%. PSA appears more attractively valued with a PEG of 4.35. PLD earns a higher WallStSmart Score of 59/100 (C).
PLD
Buy59
out of 100
Grade: C
PSA
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.0%
Fair Value
$256.12
Current Price
$129.74
$126.38 discount
Margin of Safety
-5.7%
Fair Value
$277.93
Current Price
$333.24
$55.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 39.5%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Areas to Watch
Moderate valuation
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 37.7% and operating margin at 39.5%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PSA is growing revenue faster at 10.8% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (59/100 vs 54/100), backed by strong 43.1% margins and 10.2% revenue growth. 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.
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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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