REIT - Industrial
Compare Stocks
2 / 10Stock Comparison
PLD vs LXP
Revenue, margins, valuation, and 5-year total return — side by side.
REIT - Industrial
PLD vs LXP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Industrial | REIT - Industrial |
| Market Cap | $130.26B | $3.05B |
| Revenue (TTM) | $8.74B | $347M |
| Net Income (TTM) | $3.21B | $94M |
| Gross Margin | 67.7% | -17.1% |
| Operating Margin | 47.0% | 14.5% |
| Forward P/E | 40.8x | 742.6x |
| Total Debt | $31.49B | $1.37B |
| Cash & Equiv. | $1.32B | $170M |
PLD vs LXP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Prologis, Inc. (PLD) | 100 | 153.3 | +53.3% |
| LXP Industrial Trust (LXP) | 100 | 106.5 | +6.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PLD vs LXP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PLD carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 2.2%, EPS growth 21.9%, 3Y rev CAGR 19.9%
- 263.8% 10Y total return vs LXP's 74.2%
- 2.2% FFO/revenue growth vs LXP's -2.3%
LXP is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 5 yrs, beta 0.54, yield 5.4%
- Lower volatility, beta 0.54, Low D/E 66.9%, current ratio 85.31x
- Beta 0.54, yield 5.4%, current ratio 85.31x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 2.2% FFO/revenue growth vs LXP's -2.3% | |
| Value | Lower P/E (40.8x vs 742.6x) | |
| Quality / Margins | 36.7% margin vs LXP's 27.0% | |
| Stability / Safety | Beta 0.54 vs PLD's 0.73 | |
| Dividends | 2.7% yield, 11-year raise streak, vs LXP's 5.4% | |
| Momentum (1Y) | +37.1% vs LXP's +35.3% | |
| Efficiency (ROA) | 3.3% ROA vs LXP's 2.6%, ROIC 3.8% vs 1.1% |
PLD vs LXP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PLD vs LXP — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PLD leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PLD is the larger business by revenue, generating $8.7B annually — 25.2x LXP's $347M. PLD is the more profitable business, keeping 36.7% of every revenue dollar as net income compared to LXP's 27.0%. On growth, PLD holds the edge at +8.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $8.7B | $347M |
| EBITDAEarnings before interest/tax | $6.7B | $241M |
| Net IncomeAfter-tax profit | $3.2B | $94M |
| Free Cash FlowCash after capex | $5.2B | $162M |
| Gross MarginGross profit ÷ Revenue | +67.7% | -17.1% |
| Operating MarginEBIT ÷ Revenue | +47.0% | +14.5% |
| Net MarginNet income ÷ Revenue | +36.7% | +27.0% |
| FCF MarginFCF ÷ Revenue | +59.3% | +46.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +8.7% | -3.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -24.1% | -110.2% |
Valuation Metrics
LXP leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 28.4x trailing earnings, LXP trades at a 19% valuation discount to PLD's 35.0x P/E. On an enterprise value basis, LXP's 17.3x EV/EBITDA is more attractive than PLD's 22.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $130.3B | $3.1B |
| Enterprise ValueMkt cap + debt − cash | $160.4B | $4.3B |
| Trailing P/EPrice ÷ TTM EPS | 34.98x | 28.44x |
| Forward P/EPrice ÷ next-FY EPS est. | 40.80x | 742.61x |
| PEG RatioP/E ÷ EPS growth rate | 3.24x | — |
| EV / EBITDAEnterprise value multiple | 22.93x | 17.29x |
| Price / SalesMarket cap ÷ Revenue | 15.88x | 8.71x |
| Price / BookPrice ÷ Book value/share | 2.28x | 1.48x |
| Price / FCFMarket cap ÷ FCF | 26.52x | 18.63x |
Profitability & Efficiency
PLD leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
PLD delivers a 5.6% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $5 for LXP. PLD carries lower financial leverage with a 0.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to LXP's 0.67x. On the Piotroski fundamental quality scale (0–9), LXP scores 6/9 vs PLD's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.6% | +4.6% |
| ROA (TTM)Return on assets | +3.3% | +2.6% |
| ROICReturn on invested capital | +3.8% | +1.1% |
| ROCEReturn on capital employed | +4.8% | +1.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.54x | 0.67x |
| Net DebtTotal debt minus cash | $30.2B | $1.2B |
| Cash & Equiv.Liquid assets | $1.3B | $170M |
| Total DebtShort + long-term debt | $31.5B | $1.4B |
| Interest CoverageEBIT ÷ Interest expense | 5.27x | 3.00x |
Total Returns (Dividends Reinvested)
PLD leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PLD five years ago would be worth $13,959 today (with dividends reinvested), compared to $10,704 for LXP. Over the past 12 months, PLD leads with a +37.1% total return vs LXP's +35.3%. The 3-year compound annual growth rate (CAGR) favors LXP at 7.3% vs PLD's 6.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +9.5% | +5.8% |
| 1-Year ReturnPast 12 months | +37.1% | +35.3% |
| 3-Year ReturnCumulative with dividends | +19.3% | +23.6% |
| 5-Year ReturnCumulative with dividends | +39.6% | +7.0% |
| 10-Year ReturnCumulative with dividends | +263.8% | +74.2% |
| CAGR (3Y)Annualised 3-year return | +6.1% | +7.3% |
Risk & Volatility
LXP leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
LXP is the less volatile stock with a 0.54 beta — it tends to amplify market swings less than PLD's 0.73 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.73x | 0.54x |
| 52-Week HighHighest price in past year | $145.44 | $52.52 |
| 52-Week LowLowest price in past year | $103.02 | $38.20 |
| % of 52W HighCurrent price vs 52-week peak | +96.4% | +98.6% |
| RSI (14)Momentum oscillator 0–100 | 49.7 | 54.5 |
| Avg Volume (50D)Average daily shares traded | 3.1M | 544K |
Analyst Outlook
Evenly matched — PLD and LXP each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PLD as "Buy" and LXP as "Buy". Consensus price targets imply 3.0% upside for PLD (target: $144) vs -1.5% for LXP (target: $51). For income investors, LXP offers the higher dividend yield at 5.42% vs PLD's 2.67%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $144.43 | $51.00 |
| # AnalystsCovering analysts | 42 | 15 |
| Dividend YieldAnnual dividend ÷ price | +2.7% | +5.4% |
| Dividend StreakConsecutive years of raises | 11 | 5 |
| Dividend / ShareAnnual DPS | $3.74 | $2.80 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.1% |
PLD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LXP leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
PLD vs LXP: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PLD or LXP a better buy right now?
For growth investors, Prologis, Inc.
(PLD) is the stronger pick with 2. 2% revenue growth year-over-year, versus -2. 3% for LXP Industrial Trust (LXP). LXP Industrial Trust (LXP) offers the better valuation at 28. 4x trailing P/E (742. 6x forward), making it the more compelling value choice. Analysts rate Prologis, Inc. (PLD) a "Buy" — based on 42 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PLD or LXP?
On trailing P/E, LXP Industrial Trust (LXP) is the cheapest at 28.
4x versus Prologis, Inc. at 35. 0x. On forward P/E, Prologis, Inc. is actually cheaper at 40. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — PLD or LXP?
Over the past 5 years, Prologis, Inc.
(PLD) delivered a total return of +39. 6%, compared to +7. 0% for LXP Industrial Trust (LXP). Over 10 years, the gap is even starker: PLD returned +263. 8% versus LXP's +74. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PLD or LXP?
By beta (market sensitivity over 5 years), LXP Industrial Trust (LXP) is the lower-risk stock at 0.
54β versus Prologis, Inc. 's 0. 73β — meaning PLD is approximately 35% more volatile than LXP relative to the S&P 500. On balance sheet safety, Prologis, Inc. (PLD) carries a lower debt/equity ratio of 54% versus 67% for LXP Industrial Trust — giving it more financial flexibility in a downturn.
05Which is growing faster — PLD or LXP?
By revenue growth (latest reported year), Prologis, Inc.
(PLD) is pulling ahead at 2. 2% versus -2. 3% for LXP Industrial Trust (LXP). On earnings-per-share growth, the picture is similar: LXP Industrial Trust grew EPS 180. 0% year-over-year, compared to 21. 9% for Prologis, Inc.. Over a 3-year CAGR, PLD leads at 19. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PLD or LXP?
Prologis, Inc.
(PLD) is the more profitable company, earning 45. 5% net margin versus 32. 3% for LXP Industrial Trust — meaning it keeps 45. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PLD leads at 53. 8% versus 14. 0% for LXP. At the gross margin level — before operating expenses — PLD leads at 74. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is PLD or LXP more undervalued right now?
On forward earnings alone, Prologis, Inc.
(PLD) trades at 40. 8x forward P/E versus 742. 6x for LXP Industrial Trust — 701. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PLD: 3. 0% to $144. 43.
08Which pays a better dividend — PLD or LXP?
All stocks in this comparison pay dividends.
LXP Industrial Trust (LXP) offers the highest yield at 5. 4%, versus 2. 7% for Prologis, Inc. (PLD).
09Is PLD or LXP better for a retirement portfolio?
For long-horizon retirement investors, LXP Industrial Trust (LXP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
54), 5. 4% yield). Both have compounded well over 10 years (LXP: +74. 2%, PLD: +263. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between PLD and LXP?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: PLD is a mid-cap quality compounder stock; LXP is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.