No connection

Search Results

PLD vs REFI

PLD
Prologis, Inc.
BEARISH
Price
$139.77
Market Cap
$130.3B
Sector
Real Estate
AI Confidence
85%
REFI
Chicago Atlantic Real Estate Finance, Inc.
BEARISH
Price
$12.11
Market Cap
$255.3M
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
PLD
38.93
REFI
7.21
Forward P/E
PLD
42.4
REFI
6.31
P/B Ratio
PLD
2.44
REFI
0.83
P/S Ratio
PLD
14.17
REFI
4.67
EV/EBITDA
PLD
26.24
REFI
--

Profitability

Gross Margin
PLD
75.69%
REFI
100.0%
Operating Margin
PLD
41.33%
REFI
57.7%
Profit Margin
PLD
36.2%
REFI
65.88%
ROE
PLD
6.13%
REFI
11.68%
ROA
PLD
2.46%
REFI
8.37%

Growth

Revenue Growth
PLD
4.0%
REFI
2.7%
Earnings Growth
PLD
6.3%
REFI
-3.3%

Financial Health

Debt/Equity
PLD
0.62
REFI
0.32
Current Ratio
PLD
0.6
REFI
25.91
Quick Ratio
PLD
0.46
REFI
25.91

Dividends

Dividend Yield
PLD
3.09%
REFI
15.52%
Payout Ratio
PLD
113.48%
REFI
111.9%

AI Verdict

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
REFI BEARISH

REFI exhibits significant financial fragility, highlighted by a weak Piotroski F-Score of 3/9 and a bearish technical trend of 0/100. While the stock appears cheap on a P/E (7.21) and Price/Book (0.83) basis, it is a classic value trap characterized by an unsustainable dividend payout ratio of 111.90%. Consistent earnings misses over the last four quarters and negative YoY earnings growth suggest that the current valuation is a reflection of deteriorating fundamentals rather than an opportunity.

Strengths
Low P/E ratio of 7.21 relative to sector averages
Trading below book value (P/B 0.83)
Strong profit margins (65.88%)
Risks
Unsustainable dividend payout ratio (111.90%) indicating a high risk of a dividend cut
Weak Piotroski F-Score (3/9) signaling deteriorating financial health
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)

Compare Another Pair

PLD vs REFI: Head-to-Head Comparison

This page compares Prologis, Inc. (PLD) and Chicago Atlantic Real Estate Finance, Inc. (REFI) 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
Markets
Profile