Prologis Inc (PLD)vsRexford Industrial Realty Inc (REXR)
PLD
Prologis Inc
$128.01
+1.80%
REAL ESTATE · Cap: $118.99B
REXR
Rexford Industrial Realty Inc
$34.60
+1.85%
REAL ESTATE · Cap: $8.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 816% more annual revenue ($9.19B vs $1.00B). PLD leads profitability with a 36.2% profit margin vs 21.1%. REXR appears more attractively valued with a PEG of 9.31. REXR earns a higher WallStSmart Score of 61/100 (C+).
PLD
Buy55
out of 100
Grade: C
REXR
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-117.9%
Fair Value
$58.74
Current Price
$128.01
$69.27 premium
Margin of Safety
+4.9%
Fair Value
$39.42
Current Price
$34.60
$4.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Strong operational efficiency at 37.5%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 24.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.1% revenue growth
ROE of 2.5% — below average capital efficiency
Weak financial health signals
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 36.2% and operating margin at 41.3%.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 21.1% and operating margin at 37.5%.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : REXR
The primary concerns for REXR 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.
REXR generates stronger free cash flow (30M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
REXR scores higher overall (61/100 vs 55/100), backed by strong 21.1% 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.
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.
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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