Prologis Inc (PLD)vsWilliams Companies Inc (WMB)
PLD
Prologis Inc
$130.36
+0.01%
REAL ESTATE · Cap: $121.52B
WMB
Williams Companies Inc
$73.81
-0.87%
ENERGY · Cap: $90.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 29% more annual revenue ($11.83B vs $9.19B). PLD leads profitability with a 36.2% profit margin vs 22.1%. WMB appears more attractively valued with a PEG of 2.47. WMB earns a higher WallStSmart Score of 67/100 (B-).
PLD
Buy55
out of 100
Grade: C
WMB
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Margin of Safety
+29.0%
Fair Value
$100.15
Current Price
$73.81
$26.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 41.2%
Earnings expanding 50.8% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
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 36.2% and operating margin at 41.3%.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 41.2%.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
PLD profiles as a value stock while WMB is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
WMB is growing revenue faster at 8.7% — sustainability is the question.
WMB generates stronger free cash flow (-485M), providing more financial flexibility.
Bottom Line
WMB scores higher overall (67/100 vs 55/100), backed by strong 22.1% margins. Both earn "Strong 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.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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