Prologis Inc (PLD)vsVornado Realty Trust (VNO)
PLD
Prologis Inc
$127.97
+2.24%
REAL ESTATE · Cap: $122.24B
VNO
Vornado Realty Trust
$34.34
+0.03%
REAL ESTATE · Cap: $6.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 427% more annual revenue ($9.89B vs $1.88B). PLD leads profitability with a 43.1% profit margin vs 3.6%. VNO appears more attractively valued with a PEG of 2.20. PLD earns a higher WallStSmart Score of 57/100 (C).
PLD
Buy57
out of 100
Grade: C
VNO
Hold43
out of 100
Grade: D
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
+34.0%
Fair Value
$45.83
Current Price
$34.34
$11.49 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
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
Expensive relative to growth rate
3.6% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
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 : VNO
The strongest argument for VNO centers on Price/Book.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Profit Margin, Debt/Equity. A P/E of 1124.3x leaves little room for execution misses. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
PLD profiles as a mature stock while VNO is a value play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.54 — 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
PLD scores higher overall (57/100 vs 43/100), backed by strong 43.1% margins and 10.2% revenue growth. VNO offers better value entry with a 34.0% margin of safety. Both earn "Buy" and "Hold" 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.
Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
Compare with Other REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?