Prologis Inc (PLD)vsTerreno Realty Corporation (TRNO)
PLD
Prologis Inc
$135.96
+0.04%
REAL ESTATE · Cap: $131.96B
TRNO
Terreno Realty Corporation
$66.38
+0.96%
REAL ESTATE · Cap: $7.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1820% more annual revenue ($9.66B vs $502.88M). TRNO leads profitability with a 77.3% profit margin vs 43.6%. TRNO appears more attractively valued with a PEG of 7.15. PLD earns a higher WallStSmart Score of 65/100 (B-).
PLD
Strong Buy65
out of 100
Grade: B-
TRNO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.1%
Fair Value
$252.09
Current Price
$135.96
$116.13 discount
Margin of Safety
+68.6%
Fair Value
$208.21
Current Price
$66.38
$141.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Earnings expanding 85.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Keeps 77 of every $100 in revenue as profit
Strong operational efficiency at 41.8%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.8% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Earnings declined 40.2%
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 43.6% and operating margin at 43.0%. Revenue growth of 12.3% demonstrates continued momentum.
Bull Case : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 77.3% and operating margin at 41.8%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (65/100 vs 56/100), backed by strong 43.6% margins and 12.3% revenue growth. TRNO offers better value entry with a 68.6% margin of safety. Both earn "Strong 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?