Added to YB: 2026-08-10
Pitch date: 2026-08-04
PLD [neutral]
Prologis, Inc.
+0.26%
current return
Author Info
No bio for this author
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
$131.9B
Pitch Price
$139.80
Price Target
N/A
Dividend
3.08%
EV/EBITDA
25.49
P/E
30.99
EV/Sales
17.78
Sector
Industrial REITs
Category
special_situation
Listed REITs: The Return of Growth Isn’t Lifting Everyone - Prologis: The Turnaround Is No Longer Theoretical
PLD (overview): Q2'26 record 67M sq ft leased, 95.5% occupancy. Same-store cash NOI +8.5%, new lease cash rents +22.3%. Core FFO $1.63 vs $1.46. Raised FY26 guide to $6.22-6.30. 5.8GW data center pipeline, net debt 4.7x EBITDA. Proposed £14B SEGRO deal. At 24x P/FFO, author waits for pullback.
Read full article (2 min)