Prologis Inc (PLD)vsUMH Properties Inc (UMH)
PLD
Prologis Inc
$127.97
+2.20%
REAL ESTATE · Cap: $122.24B
UMH
UMH Properties Inc
$14.98
-2.35%
REAL ESTATE · Cap: $1.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 3550% more annual revenue ($9.89B vs $271.05M). PLD leads profitability with a 43.1% profit margin vs 11.6%. UMH appears more attractively valued with a PEG of 0.72. UMH earns a higher WallStSmart Score of 61/100 (C+).
PLD
Buy57
out of 100
Grade: C
UMH
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.6%
Fair Value
$256.12
Current Price
$127.97
$128.15 discount
Margin of Safety
+62.1%
Fair Value
$42.60
Current Price
$14.98
$27.62 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
Generating 1.2B in free cash flow
Earnings expanding 66.7% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
3.1% earnings growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : UMH
The strongest argument for UMH centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 127.0x leaves little room for execution misses.
Key Dynamics to Monitor
PLD profiles as a mature stock while UMH is a value play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
UMH scores higher overall (61/100 vs 57/100). PLD offers better value entry with a 50.6% 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.
UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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