No connection

Search Results

EPRT vs PLD

EPRT
Essential Properties Realty Trust, Inc.
NEUTRAL
Price
$31.42
Market Cap
$6.79B
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
EPRT
24.74
PLD
38.93
Forward P/E
EPRT
23.12
PLD
42.4
P/B Ratio
EPRT
1.57
PLD
2.44
P/S Ratio
EPRT
11.5
PLD
14.17
EV/EBITDA
EPRT
17.42
PLD
26.24

Profitability

Gross Margin
EPRT
98.73%
PLD
75.69%
Operating Margin
EPRT
63.71%
PLD
41.33%
Profit Margin
EPRT
43.46%
PLD
36.2%
ROE
EPRT
6.26%
PLD
6.13%
ROA
EPRT
3.59%
PLD
2.46%

Growth

Revenue Growth
EPRT
22.8%
PLD
4.0%
Earnings Growth
EPRT
-4.3%
PLD
6.3%

Financial Health

Debt/Equity
EPRT
0.6
PLD
0.62
Current Ratio
EPRT
2.72
PLD
0.6
Quick Ratio
EPRT
2.53
PLD
0.46

Dividends

Dividend Yield
EPRT
3.95%
PLD
3.09%
Payout Ratio
EPRT
96.06%
PLD
113.48%

AI Verdict

EPRT NEUTRAL

EPRT presents a dichotomy between strong operational performance and stretched deterministic valuations. While the Piotroski F-Score of 4/9 indicates stable financial health and the balance sheet is robust with low debt/equity (0.60), the stock trades at a significant premium to its Graham Number ($23.92) and Intrinsic Value ($8.89). Strong revenue growth (22.8%) is offset by a dangerously high dividend payout ratio (96.06%) and bearish insider activity from the CFO and CIO. Despite a 'Strong Buy' analyst consensus, the technical trend is currently bearish, suggesting a period of consolidation or correction.

Strengths
Strong top-line growth with 22.8% YoY revenue increase
Conservative leverage with a Debt/Equity ratio of 0.60
Excellent liquidity evidenced by a Current Ratio of 2.72
Risks
Unsustainable dividend payout ratio of 96.06% leaving little room for error
Bearish insider sentiment with sales from both the CFO and CIO
Significant valuation gap between current price ($31.42) and Graham Number ($23.92)
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

EPRT vs PLD: Head-to-Head Comparison

This page compares Essential Properties Realty Trust, Inc. (EPRT) 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.

Home
Terminal
AI Chat
Markets
Profile