Prologis Inc (PLD)vsWeyerhaeuser Company (WY)
PLD
Prologis Inc
$128.90
-0.09%
REAL ESTATE · Cap: $120.16B
WY
Weyerhaeuser Company
$23.86
+1.10%
REAL ESTATE · Cap: $17.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 33% more annual revenue ($9.19B vs $6.91B). PLD leads profitability with a 36.2% profit margin vs 4.7%. WY appears more attractively valued with a PEG of 1.86. PLD earns a higher WallStSmart Score of 55/100 (C).
PLD
Buy55
out of 100
Grade: C
WY
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-114.5%
Fair Value
$60.09
Current Price
$128.90
$68.81 premium
Margin of Safety
-785.6%
Fair Value
$3.06
Current Price
$23.86
$20.80 premium
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
Reasonable price relative to book value
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
ROE of 3.4% — below average capital efficiency
4.7% margin — thin
Weak financial health signals
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 : WY
The strongest argument for WY centers on Price/Book.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : WY
The primary concerns for WY are PEG Ratio, Return on Equity, Profit Margin. A P/E of 53.0x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
PLD is growing revenue faster at 4.0% — sustainability is the question.
WY generates stronger free cash flow (-431M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (55/100 vs 41/100), backed by strong 36.2% margins. 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.
Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
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