Prologis Inc (PLD)vsTerreno Realty Corporation (TRNO)
PLD
Prologis Inc
$126.96
-1.24%
REAL ESTATE · Cap: $124.41B
TRNO
Terreno Realty Corporation
$66.41
-1.01%
REAL ESTATE · Cap: $7.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1867% more annual revenue ($9.89B vs $502.88M). TRNO leads profitability with a 77.3% profit margin vs 43.1%. TRNO appears more attractively valued with a PEG of 7.15. PLD earns a higher WallStSmart Score of 59/100 (C).
PLD
Buy59
out of 100
Grade: C
TRNO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.7%
Fair Value
$255.41
Current Price
$126.96
$128.45 discount
Margin of Safety
+68.2%
Fair Value
$205.54
Current Price
$66.41
$139.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
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
Moderate valuation
ROE of 7.6% — 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, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% 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.
TRNO is growing revenue faster at 11.1% — sustainability is the question.
PLD generates stronger free cash flow (661M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (59/100 vs 56/100), backed by strong 43.1% margins and 10.2% revenue growth. TRNO offers better value entry with a 68.2% margin of safety. Both earn "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?
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