Prologis Inc (PLD)vsService Properties Trust (SVC)
PLD
Prologis Inc
$138.82
+2.31%
REAL ESTATE · Cap: $129.41B
SVC
Service Properties Trust
$1.55
+3.33%
REAL ESTATE · Cap: $994.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 417% more annual revenue ($9.38B vs $1.81B). PLD leads profitability with a 39.7% profit margin vs -11.2%. SVC appears more attractively valued with a PEG of 2.27. PLD earns a higher WallStSmart Score of 63/100 (C+).
PLD
Buy63
out of 100
Grade: C+
SVC
Hold37
out of 100
Grade: F
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
+77.8%
Fair Value
$10.36
Current Price
$1.55
$8.81 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
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
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -27.0% — below average capital efficiency
Revenue declined 12.9%
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 : SVC
The strongest argument for SVC centers on Price/Book.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : SVC
The primary concerns for SVC are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
PLD profiles as a mature stock while SVC is a turnaround play — different risk/reward profiles.
SVC carries more volatility with a beta of 1.58 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
SVC generates stronger free cash flow (-95M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 37/100), backed by strong 39.7% margins. SVC offers better value entry with a 77.8% 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.
Service Properties Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Service Properties Trust is a real estate investment trust, or REIT, that owns a diverse portfolio of hotel and net-leasing services and need-based retail properties in the United States and in Puerto Rico and Canada with 149 different brands across 23 industries. The company is headquartered in Newton, Massachusetts.
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