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Added to YB: 2025-06-03

Pitch date: 2025-06-01

PLD [neutral]

Prologis, Inc.

+36%

current return

Author Info

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Company Info

Prologis, Inc. don't just lead the industry, they define it. The firm creates the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds.

Market Cap

$133.1B

Pitch Price

$103.44

Price Target

N/A

Dividend

3.06%

EV/EBITDA

25.66

P/E

31.18

EV/Sales

17.90

Sector

Industrial REITs

Category

growth

Show full summary:
Inside Prologis: How a 30% Rent Uplift on Expiring Leases Creates Silent, Predictable Growth

PLD (overview): Global logistics powerhouse with 1.3B sq ft across 20 countries, 96%+ occupancy, 30% lease mark-to-market. $41.5B dev pipeline includes urban Last Touch® facilities + data center conversions. Scale drives falling G&A ratios. Earns fees on $56.3B partner assets with 15-55% equity. ESG services enhance tenant stickiness. Conservative 3.1% debt, $7.4B liquidity.

Read full article (6 min)