CBRE vs PLD
CBRE Group vs Prologis Inc. — AI-powered side-by-side comparison
VS
PLD
Prologis Inc.
56
Watch
| Metric | CBRE | PLD |
|---|
| AI Score |
65
|
56
|
| Price |
$151.96
|
$143.41
|
| P/E Ratio |
34.64×
|
31.51×
|
| ROE |
13.0%
|
6.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
17.7%
|
29.1%
|
| Debt / Equity |
1.26×
|
0.68×
|
| Dividend Yield |
0.0%
|
2.9%
|
| RSI (14) |
57.5
|
53.8
|
| Beta |
1.193
|
1.324
|
| Expected Upside |
+3.3%
|
+1.5%
|
AI Committee View
Current Innellis committee reasoning for CBRE versus PLD.
CBRE leads by 9 points.
CBRE scores 65/100 (Buy) versus PLD at 56/100 (Watch).
CBRE Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 33.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 15.2% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 33.7 is moderate-to-rich — Value
- Price-to-book of 5.4x prices in significant intangible value — Value
PLD Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 4 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — current ratio of 0.39 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Dividend yield of 3.1% pays you to wait — Value
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 32.6 is moderate-to-rich — Value
- Current ratio of 0.39 is tight -- limited short-term liquidity cushion — Risk