Prologis Inc (PLD)vsTerreno Realty Corporation (TRNO)
PLD
Prologis Inc
$140.16
+0.73%
REAL ESTATE · Cap: $132.77B
TRNO
Terreno Realty Corporation
$68.76
+0.90%
REAL ESTATE · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1869% more annual revenue ($9.66B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 43.6%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 68/100 (B-).
PLD
Strong Buy65
out of 100
Grade: B-
TRNO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.8%
Fair Value
$259.50
Current Price
$140.16
$119.34 discount
Margin of Safety
+69.0%
Fair Value
$211.33
Current Price
$68.76
$142.57 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 1.1B in free cash flow
Keeps 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
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 86.5% and operating margin at 40.7%. Revenue growth of 12.7% 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.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
TRNO is growing revenue faster at 12.7% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRNO scores higher overall (68/100 vs 65/100), backed by strong 86.5% margins and 12.7% revenue growth. PLD offers better value entry with a 45.8% margin of safety. Both earn "Strong Buy" and "Strong 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?
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