Prologis Inc (PLD)vsSeritage Growth Properties (SRG)
PLD
Prologis Inc
$139.97
-0.40%
REAL ESTATE · Cap: $139.15B
SRG
Seritage Growth Properties
$2.63
-3.58%
REAL ESTATE · Cap: $149.82M
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 60208% more annual revenue ($9.38B vs $15.55M). PLD leads profitability with a 39.7% profit margin vs 0.0%. PLD earns a higher WallStSmart Score of 63/100 (C+).
PLD
Buy63
out of 100
Grade: C+
SRG
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.7%
Fair Value
$254.18
Current Price
$139.97
$114.21 discount
Margin of Safety
-53.5%
Fair Value
$1.98
Current Price
$2.63
$0.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -25.9% — below average capital efficiency
Revenue declined 98.4%
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : SRG
The strongest argument for SRG centers on Price/Book, Debt/Equity.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
PLD profiles as a mature stock while SRG is a value play — different risk/reward profiles.
SRG carries more volatility with a beta of 2.21 — 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 24/100), 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.
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.
Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
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