PLD Prologis
Intrinsic value$109.29
Price (at call)$135.19
Margin of safety
-19.2%
vs market (rating basis)
+63.0%
Model unavailable; showing baseline valuation.
⚠ LLM error: unbalanced JSON in response: '{\n "story": "Prologis is the dominant global logistics REIT (~1.2B sq ft) levered to e-commerce, nearshoring and data-center conversions, with an A-rated balance sheet and a deep development pipeline'; using baseline
The story
Value drivers
| AFFO growth (Y1) | 12.0% |
| Terminal AFFO growth | 3.0% |
| AFFO / FFO ratio | 80.0% |
| Beta | 1.32 |
| Failure probability | 0.0% |
| Cost of equity | 10.9% |
Valuation bridge
| PV of AFFO (explicit) | 50.79B |
| PV of terminal value | 53.07B |
| Equity value | 103.86B |
| ÷ shares → per share | $109.29 |
News
bearish -0.30 · 8 articles
- How Investors Are Reacting To Prologis (PLD) Chicago Expansion And Fresh Dividend Declaration
- Prologis Plans 1M SF Chicago Logistics Development
- Prologis Acquires 69 Acres For 1M SF Chicago-Area Industrial Development
- Prologis (PLD) Falls More Steeply Than Broader Market: What Investors Need to Know
- How Prologis Conquered The World
- Prologis (PLD) Stock Declines While Market Improves: Some Information for Investors
- Is Prologis Stock Outperforming the S&P 500?
- Is Prologis (PLD) Above Fair Value After A 28% Gain?
Projected AFFO
| Yr | FFO | AFFO | Growth | PV |
|---|---|---|---|---|
| 1 | 7.78B | 6.22B | 12.0% | 5.61B |
| 2 | 8.64B | 6.91B | 11.0% | 5.62B |
| 3 | 9.50B | 7.60B | 10.0% | 5.57B |
| 4 | 10.35B | 8.28B | 9.0% | 5.48B |
| 5 | 11.18B | 8.95B | 8.0% | 5.34B |
| 6 | 11.96B | 9.57B | 7.0% | 5.15B |
| 7 | 12.68B | 10.15B | 6.0% | 4.92B |
| 8 | 13.32B | 10.65B | 5.0% | 4.66B |
| 9 | 13.85B | 11.08B | 4.0% | 4.37B |
| 10 | 14.26B | 11.41B | 3.0% | 4.06B |