Prologis Inc (PLD)vsUrban Edge Properties (UE)
PLD
Prologis Inc
$144.09
+1.26%
REAL ESTATE · Cap: $132.66B
UE
Urban Edge Properties
$21.61
-1.91%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 1860% more annual revenue ($9.38B vs $478.29M). PLD leads profitability with a 39.7% profit margin vs 22.6%. UE appears more attractively valued with a PEG of 6.59. UE earns a higher WallStSmart Score of 64/100 (C+).
PLD
Buy63
out of 100
Grade: C+
UE
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$267.33
Current Price
$144.09
$123.24 discount
Margin of Safety
+20.4%
Fair Value
$26.00
Current Price
$21.61
$4.39 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
Generating 1.1B in free cash flow
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
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
Moderate valuation
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 : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : UE
The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
PLD is growing revenue faster at 8.3% — 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
UE scores higher overall (64/100 vs 63/100), backed by strong 22.6% margins. PLD offers better value entry with a 46.8% 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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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