Prologis Inc (PLD)vsRexford Industrial Realty Inc (REXR)
PLD
Prologis Inc
$127.97
+2.24%
REAL ESTATE · Cap: $122.24B
REXR
Rexford Industrial Realty Inc
$38.35
+3.29%
REAL ESTATE · Cap: $8.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 912% more annual revenue ($9.89B vs $977.78M). PLD leads profitability with a 43.1% profit margin vs -47.1%. REXR appears more attractively valued with a PEG of 1.88. PLD earns a higher WallStSmart Score of 57/100 (C).
PLD
Buy57
out of 100
Grade: C
REXR
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Margin of Safety
+70.1%
Fair Value
$125.38
Current Price
$38.35
$87.03 discount
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
Reasonable price relative to book value
Strong operational efficiency at 38.3%
Areas to Watch
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
Revenue declined 5.6%
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 : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
PLD profiles as a mature stock while REXR is a turnaround 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 10.2% — sustainability is the question.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (57/100 vs 41/100), backed by strong 43.1% margins and 10.2% revenue growth. REXR offers better value entry with a 70.1% margin of safety. Both earn "Buy" and "Hold" 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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