Prologis (PLD)
NYSEReal EstateReit - IndustrialSnapshot 2026-07-07
$143.58+2.41%
Close 2026-07-07 · 1-day change
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $143.58. As of 2026-07-08. 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 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $144 PLD trades at 21× p/ffo — 1.3× the 16× p/ffo peer median. The market is re-rating it beyond its own range; our $113 fair value is medium-confidence here. Analysts target $135–$170. Note: our $113 fair value sits below the entire analyst range ($135–$170). Even valued only for durable growth at sustainable margins, it's worth about $157 — above today's price, so the premium reflects that growth case, not pure multiple expansion. Not investment advice.
$135.00 – $170.00 (median $154.00) · 10 analysts · as of 2026-07-01
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2025-Q4, 2026-Q1
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $154.00 | — | — | Analyst | high |
| graham number | 12M | $72.78 | — | — | TTM | high |
| Mgmt guidance | 12M | $63.51 | 16.2 | 3.92 | Mgmt | high |
| Peer P/FFO | 12M | $109.92 | 16.2 | 6.79 | TTM | high |
| Peer P/S | 12M | $74.17 | 7.9 | 9.34 | TTM | high |
| residual income | 12M | $54.05 | — | — | TTM | high |
| Own P/E history | 12M | $140.74 | 36.2 | 3.89 | TTM | high |
| triangulated | 12M | $69.49 | 16.2 | 4.29 | Triangulated | high |
| Mgmt guidance | 3Y | $48.07 | 16.2 | 2.97 | Mgmt(prov.) | medium |
| Peer P/FFO | 3Y | $151.17 | 16.2 | 9.34 | Hist. CAGR(prov.) | medium |
| Mgmt guidance | 5Y | $39.93 | 16.2 | 2.47 | Mgmt(prov.) | medium |
| Peer P/FFO | 5Y | $186.95 | 16.2 | 11.55 | Hist. CAGR(prov.) | medium |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.