Prologis (PLD)
NYSEReal EstateReit - IndustrialSnapshot 2026-09-14
$135.19-0.41%
Close 2026-09-14 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-09-14
Research Workspace
Put PLD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is slowing — up about 7% over the past year and decelerating.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 31%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskPrologis must continue its strong revenue growth to justify its current valuation. Revenue grew 11% year over year, and the last quarter beat expectations. It trades at 19× P/FFO versus a peer median of 13×. This suggests the price reflects less growth than forecast. A specific risk is the 16% probability of a miss in the next quarter. Peer multiples imply a price roughly in line with where it trades (about fair).
Trailing returns as of 2026-09-14. PLD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering PLD (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for PLD in the last 4 months.
Continue this research
Compare PLD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PLD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put PLD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Development and stabilization of properties
New development aligns with growth objectives and expands logistics footprint.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $135.19
The last 12 months of price, then the range of analyst 12-month targets from today’s $135.19.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Dividend declaration supports capital allocation strategy.
Advances: M&A activity and strategic acquisitions
Acquisition aligns with growth strategy and enhances market position.
Advances: M&A activity and strategic acquisitions
Major acquisition supports strategic growth objectives.
Acquisition enhances strategic capital revenue potential.
Potential partnership could enhance strategic capital revenue.
Increased offer shows commitment to strategic growth.
Advances: Maintain strategic capital revenue guidance
Data center growth supports strategic capital revenue guidance.