Prologis Inc (PLD)vsUDR Inc (UDR)
PLD
Prologis Inc
$142.02
+2.31%
REAL ESTATE · Cap: $129.41B
UDR
UDR Inc
$36.34
+0.50%
REAL ESTATE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 436% more annual revenue ($9.38B vs $1.75B). PLD leads profitability with a 39.7% profit margin vs 21.6%. UDR appears more attractively valued with a PEG of 8.17. PLD earns a higher WallStSmart Score of 63/100 (C+).
PLD
Buy63
out of 100
Grade: C+
UDR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.2%
Fair Value
$268.84
Current Price
$142.02
$126.82 discount
Margin of Safety
+30.8%
Fair Value
$57.49
Current Price
$36.34
$21.15 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
Earnings expanding 97.6% YoY
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 22.2%
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
Premium valuation, high expectations priced in
1.5% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
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 : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 22.2%.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : UDR
The primary concerns for UDR are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
PLD profiles as a mature stock while UDR is a value 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.
UDR generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 59/100), backed by strong 39.7% margins. UDR offers better value entry with a 30.8% 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.
UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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