Added to YB: 2025-06-03
Pitch date: 2025-06-01
PLD [neutral]
Prologis, Inc.
+26.97%
current return
Author Info
Business Model Mastery is a daily, easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidence—gaining an edge over other market participants. Sign up for the newsletter.
Company Info
Prologis, Inc. is a self-administered and self-managed REIT and is the sole general partner of Prologis, L.
Market Cap
$124.7B
Pitch Price
$104.24
Price Target
N/A
Dividend
3.20%
EV/EBITDA
25.43
P/E
37.60
EV/Sales
17.83
Sector
Industrial REITs
Category
growth
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)