Prologis vs STAG Industrial
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KIRAβs take AI analyst
I put Prologis and STAG Industrial side by side, using each oneβs latest annual report. Here is what stands out:
- Prologis is the larger business, with $8.8B of revenue in fiscal 2025 against $845M for STAG Industrial, about 10 times as much.
- STAG Industrial grew revenue faster (10.1%, against 7.2%).
- Investors pay more for each dollar of Prologisβs earnings: a P/E of 31.8x against 28.2x for STAG Industrial.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Prologis
PLD
3/5
5-year growthNet marginShare count change
STAG Industrial
STAG
2/5
Revenue growthReturn on equity
Side by side
Best in the row
| Latest fiscal year | PLD FY25 | STAG FY25 |
|---|---|---|
| Size | ||
| Market cap | $121.0B | $7.0B |
| Revenue | $8.8B | $845M |
| Free cash flow | β | $259M |
| Net income | $3.3B | $274M |
| Growth | ||
| Revenue growth | 7.2% | 10.1% |
| 5-year growth | 14.6% | 11.8% |
| Share count change | 0.3% | 2.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | 49.6% | β |
| Net margin | 37.9% | 32.4% |
| FCF margin | β | 30.6% |
| Return on capital | 4.6% | β |
| Return on equity | 6.2% | 7.8% |
| Balance sheet | ||
| Net debt | $33.9B | $3.2B |
| Net debt / EBITDA | 4.9x | β |
| Dividends and buybacks | $3.8B | $284M |
| Valuation & quality | ||
| P/E | 31.8x | 28.2x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.