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COLD vs PLD

COLD
Americold Realty Trust, Inc.
BEARISH
Price
$12.83
Market Cap
$3.68B
Sector
Real Estate
AI Confidence
95%
PLD
Prologis, Inc.
BEARISH
Price
$139.77
Market Cap
$130.3B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
COLD
--
PLD
38.93
Forward P/E
COLD
171.07
PLD
42.4
P/B Ratio
COLD
1.27
PLD
2.44
P/S Ratio
COLD
1.41
PLD
14.17
EV/EBITDA
COLD
14.62
PLD
26.24

Profitability

Gross Margin
COLD
32.21%
PLD
75.69%
Operating Margin
COLD
7.87%
PLD
41.33%
Profit Margin
COLD
-4.41%
PLD
36.2%
ROE
COLD
-3.7%
PLD
6.13%
ROA
COLD
1.44%
PLD
2.46%

Growth

Revenue Growth
COLD
-1.2%
PLD
4.0%
Earnings Growth
COLD
--
PLD
6.3%

Financial Health

Debt/Equity
COLD
1.54
PLD
0.62
Current Ratio
COLD
0.32
PLD
0.6
Quick Ratio
COLD
0.3
PLD
0.46

Dividends

Dividend Yield
COLD
7.17%
PLD
3.09%
Payout Ratio
COLD
763.64%
PLD
113.48%

AI Verdict

COLD BEARISH

Americold Realty Trust (COLD) exhibits severe financial distress, highlighted by a weak Piotroski F-Score of 2/9 and a critical liquidity position with a current ratio of 0.32. The company's dividend is fundamentally unsustainable, with a payout ratio of 763.64% against negative profit margins. Earnings performance is dismal, with zero beats in the last four quarters and a massive negative surprise average. Despite a high nominal dividend yield, the combination of negative growth, bearish insider sentiment, and a 0/100 technical trend suggests significant downside risk.

Strengths
Global scale with 231 temperature-controlled warehouses
Specialized industrial REIT niche with high barriers to entry
Relatively low Price-to-Book ratio of 1.27
Risks
Extreme liquidity risk indicated by a current ratio of 0.32
Unsustainable dividend payout ratio (763.64%)
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)
PLD BEARISH

PLD exhibits a stable but mediocre Piotroski F-Score of 4/9, indicating a lack of strong fundamental momentum. The stock is trading at a severe premium, with a current price of $139.77 far exceeding both the Graham Number ($67.96) and the Intrinsic Value ($59.06). While the company maintains dominant market margins and a healthy debt-to-equity ratio, the unsustainable dividend payout ratio of 113.48% and an astronomical PEG ratio of 108.01 signal extreme overvaluation. Technical trends and insider selling further reinforce a bearish outlook despite analyst 'buy' ratings.

Strengths
Dominant market position in Industrial REIT sector
Strong profitability margins (Gross Margin 75.69%, Operating Margin 41.33%)
Manageable Debt/Equity ratio of 0.62
Risks
Severe overvaluation relative to Graham and Intrinsic value benchmarks
Unsustainable dividend payout ratio (113.48%)
Extremely high PEG ratio (108.01) suggesting growth does not justify price

Compare Another Pair

COLD vs PLD: Head-to-Head Comparison

This page compares Americold Realty Trust, Inc. (COLD) and Prologis, Inc. (PLD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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