Prologis Inc (PLD)vsStar Holdings (STHO)
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $129.41B
STHO
Star Holdings
$8.57
+3.13%
REAL ESTATE · Cap: $101.42M
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 7836% more annual revenue ($9.38B vs $118.14M). PLD leads profitability with a 39.7% profit margin vs -54.4%. PLD earns a higher WallStSmart Score of 63/100 (C+).
PLD
Buy63
out of 100
Grade: C+
STHO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$138.82
$130.02 discount
Margin of Safety
+79.7%
Fair Value
$39.50
Current Price
$8.57
$30.93 discount
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
Reasonable price relative to book value
Strong operational efficiency at 45.1%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
1.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -23.2% — below average capital efficiency
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 : STHO
The strongest argument for STHO centers on Price/Book, Operating Margin.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : STHO
The primary concerns for STHO are Revenue Growth, Market Cap, Debt/Equity.
Key Dynamics to Monitor
PLD profiles as a mature stock while STHO is a turnaround play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.41 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
STHO generates stronger free cash flow (-57M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 47/100), backed by strong 39.7% margins. STHO offers better value entry with a 79.7% 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.
Star Holdings
REAL ESTATE · REAL ESTATE SERVICES · USA
Star Holdings engages in the non-ground lease related commercial real estate businesses in the United States. The company is headquartered in New York, New York.
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