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FCPT vs PLD

FCPT
Four Corners Property Trust, Inc.
BEARISH
Price
$25.43
Market Cap
$2.79B
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
FCPT
23.33
PLD
38.93
Forward P/E
FCPT
21.14
PLD
42.4
P/B Ratio
FCPT
2.45
PLD
2.44
P/S Ratio
FCPT
9.49
PLD
14.17
EV/EBITDA
FCPT
11.49
PLD
26.24

Profitability

Gross Margin
FCPT
85.38%
PLD
75.69%
Operating Margin
FCPT
62.56%
PLD
41.33%
Profit Margin
FCPT
38.2%
PLD
36.2%
ROE
FCPT
7.3%
PLD
6.13%
ROA
FCPT
3.67%
PLD
2.46%

Growth

Revenue Growth
FCPT
6.9%
PLD
4.0%
Earnings Growth
FCPT
0.6%
PLD
6.3%

Financial Health

Debt/Equity
FCPT
0.98
PLD
0.62
Current Ratio
FCPT
0.48
PLD
0.6
Quick Ratio
FCPT
0.47
PLD
0.46

Dividends

Dividend Yield
FCPT
5.76%
PLD
3.09%
Payout Ratio
FCPT
131.33%
PLD
113.48%

AI Verdict

FCPT BEARISH

FCPT exhibits significant valuation misalignment, with a current price of $25.43 trading far above its Graham Number ($15.94) and Intrinsic Value ($8.61). While the Piotroski F-Score of 4/9 indicates stable financial health, the company's dividend profile is unsustainable with a payout ratio of 131.33%. Stagnant earnings growth (0.60% YoY) and a bearish technical trend (0/100) further undermine the bullish analyst consensus. The combination of overvaluation and poor liquidity (Current Ratio 0.48) suggests a high risk of price correction.

Strengths
Strong operating margins (62.56%) and gross margins (85.38%)
Consistent earnings track record over 25 quarters
Manageable Debt/Equity ratio (0.98) relative to sector averages
Risks
Unsustainable dividend payout ratio (131.33%)
Severe overvaluation relative to Graham and Intrinsic value models
Poor short-term liquidity with a Current Ratio of 0.48
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

FCPT vs PLD: Head-to-Head Comparison

This page compares Four Corners Property Trust, Inc. (FCPT) 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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