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KIM vs PLD

KIM
Kimco Realty Corporation
BEARISH
Price
$23.80
Market Cap
$16.05B
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
KIM
29.02
PLD
38.93
Forward P/E
KIM
27.87
PLD
42.4
P/B Ratio
KIM
1.54
PLD
2.44
P/S Ratio
KIM
7.5
PLD
14.17
EV/EBITDA
KIM
18.57
PLD
26.24

Profitability

Gross Margin
KIM
69.05%
PLD
75.69%
Operating Margin
KIM
33.01%
PLD
41.33%
Profit Margin
KIM
27.32%
PLD
36.2%
ROE
KIM
5.54%
PLD
6.13%
ROA
KIM
2.24%
PLD
2.46%

Growth

Revenue Growth
KIM
3.2%
PLD
4.0%
Earnings Growth
KIM
-6.8%
PLD
6.3%

Financial Health

Debt/Equity
KIM
0.79
PLD
0.62
Current Ratio
KIM
0.49
PLD
0.6
Quick Ratio
KIM
0.49
PLD
0.46

Dividends

Dividend Yield
KIM
4.37%
PLD
3.09%
Payout Ratio
KIM
123.17%
PLD
113.48%

AI Verdict

KIM BEARISH

KIM presents a stable but mediocre financial health profile with a Piotroski F-Score of 4/9. The stock is significantly overvalued, trading at $23.80 despite a Graham Number of $16.86 and a growth-based intrinsic value of $5.74. A critical red flag is the dividend payout ratio of 123.17%, indicating that the current dividend is unsustainable relative to earnings. While analysts remain bullish, the combination of negative earnings growth, bearish insider sentiment, and poor technical trends suggests a high risk of correction.

Strengths
Strong gross margins at 69.05%
Manageable Debt/Equity ratio of 0.79 compared to sector average
Positive long-term price appreciation (5Y Change +39.3%)
Risks
Unsustainable dividend payout ratio (123.17%)
Negative earnings growth (-6.80% YoY, -9.00% Q/Q)
Significant valuation gap between current price and Graham/Intrinsic values
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

KIM vs PLD: Head-to-Head Comparison

This page compares Kimco Realty Corporation (KIM) 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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