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EPR vs PLD

EPR
EPR Properties
NEUTRAL
Price
$55.55
Market Cap
$4.25B
Sector
Real Estate
AI Confidence
85%
PLD
Prologis, Inc.
BEARISH
Price
$139.77
Market Cap
$130.3B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
EPR
16.94
PLD
38.93
Forward P/E
EPR
17.89
PLD
42.4
P/B Ratio
EPR
1.82
PLD
2.44
P/S Ratio
EPR
5.95
PLD
14.17
EV/EBITDA
EPR
13.28
PLD
26.24

Profitability

Gross Margin
EPR
91.71%
PLD
75.69%
Operating Margin
EPR
52.91%
PLD
41.33%
Profit Margin
EPR
38.51%
PLD
36.2%
ROE
EPR
11.79%
PLD
6.13%
ROA
EPR
4.21%
PLD
2.46%

Growth

Revenue Growth
EPR
3.9%
PLD
4.0%
Earnings Growth
EPR
--
PLD
6.3%

Financial Health

Debt/Equity
EPR
1.34
PLD
0.62
Current Ratio
EPR
1.62
PLD
0.6
Quick Ratio
EPR
1.53
PLD
0.46

Dividends

Dividend Yield
EPR
6.43%
PLD
3.09%
Payout Ratio
EPR
107.32%
PLD
113.48%

AI Verdict

EPR NEUTRAL

EPR Properties presents a stable but overvalued profile, anchored by a Piotroski F-Score of 4/9. While the company demonstrates strong operational efficiency and a history of earnings beats, it is trading at a significant premium to both its Graham Number ($47.51) and Intrinsic Value ($22.96). The most critical concern is a dividend payout ratio of 107.32%, suggesting the current yield is unsustainable. Bearish insider activity and a 0/100 technical trend further temper the outlook despite strong 1-year price performance.

Strengths
Strong profitability margins (Gross Margin 91.71%, Operating Margin 52.91%)
Consistent earnings track record with 3 of the last 4 quarters beating estimates
Debt/Equity ratio (1.34) is significantly lower than the sector average (2.68)
Risks
Unsustainable dividend payout ratio of 107.32%
Significant valuation gap between current price ($55.55) and intrinsic value ($22.96)
Bearish insider sentiment with $2M in sales and zero buys over 6 months
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

EPR vs PLD: Head-to-Head Comparison

This page compares EPR Properties (EPR) 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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