STAG vs PLD

For growth investors, STAG Industrial, Inc.

(STAG) is the stronger pick with 10. 1% revenue growth year-over-year, versus 2. 2% for Prologis, Inc. (PLD). STAG Industrial, Inc. (STAG) offers the better valuation at 26. 1x trailing P/E (37. 5x forward), making it the more compelling value choice. Analysts rate STAG Industrial, Inc. (STAG) a "Buy" — based on 21 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.

On trailing P/E, STAG Industrial, Inc.

(STAG) is the cheapest at 26. 1x versus Prologis, Inc. at 35. 0x. On forward P/E, STAG Industrial, Inc. is actually cheaper at 37. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Prologis, Inc. wins at 3. 77x versus STAG Industrial, Inc. 's 18. 40x.

Over the past 5 years, Prologis, Inc.

(PLD) delivered a total return of +39. 6%, compared to +29. 7% for STAG Industrial, Inc. (STAG). Over 10 years, the gap is even starker: PLD returned +263. 8% versus STAG's +153. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), STAG Industrial, Inc.

(STAG) is the lower-risk stock at 0. 55β versus Prologis, Inc. 's 0. 73β — meaning PLD is approximately 34% more volatile than STAG relative to the S&P 500. On balance sheet safety, Prologis, Inc. (PLD) carries a lower debt/equity ratio of 54% versus 90% for STAG Industrial, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), STAG Industrial, Inc.

(STAG) is pulling ahead at 10. 1% versus 2. 2% for Prologis, Inc. (PLD). On earnings-per-share growth, the picture is similar: STAG Industrial, Inc. grew EPS 40. 4% 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.

Prologis, Inc.

(PLD) is the more profitable company, earning 45. 5% net margin versus 32. 4% for STAG Industrial, Inc. — 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 37. 7% for STAG. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Prologis, Inc. (PLD) is the more undervalued stock at a PEG of 3. 77x versus STAG Industrial, Inc. 's 18. 40x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, STAG Industrial, Inc. (STAG) trades at 37. 5x forward P/E versus 40. 8x for Prologis, Inc. — 3. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for STAG: 19. 6% to $45. 50.

All stocks in this comparison pay dividends.

STAG Industrial, Inc. (STAG) offers the highest yield at 4. 0%, versus 2. 7% for Prologis, Inc. (PLD).

For long-horizon retirement investors, STAG Industrial, Inc.

(STAG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 55), 4. 0% yield, +153. 7% 10Y return). Both have compounded well over 10 years (STAG: +153. 7%, 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.

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: STAG is a small-cap income-oriented stock; PLD is a mid-cap quality compounder 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.