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BN vs PLD stock comparison

BROOKFIELD CORPORATION vs Prologis, Inc., two REIT stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Both balance sheets look conservative here, Brookfield showing none and Prologis 0.6 turns, but they are different creatures: Prologis is the world's largest logistics-warehouse REIT, its funds-from-operations growing on e-commerce demand beneath a 35.2 GAAP multiple, Brookfield a diversified asset owner-manager at 84 times distorted earnings. Prologis pays a 2.89% dividend on its warehouse leases; Brookfield none listed. Prologis's reported 42.5% net margin overstates because of depreciation accounting but its cash generation is real and growing. The pair prices a focused logistics REIT against a diversified compounder; Prologis offers contracted warehouse cash riding the e-commerce buildout, Brookfield capital appreciation across a wider asset base, and the reader should judge Prologis on FFO growth, Brookfield on net-asset-value compounding.

Comparison updated 2026-07-11.

BN vs PLD: the numbers

MetricBNPLD
Price$42.87$139.85
Market cap$96.3B$133.9B
SectorREITREIT
StageMatureMature
P/E84.135.2
P/B0.582.31
P/S1.2814.97
EV/EBITDA7.722.7
Revenue growth+0.7%+6.8%
Operating margin52.7%
Net margin4.3%42.5%
Return on equity1.9%6.6%
Return on assets0.6%3.9%
Return on invested capital4.8%
FCF yield-3.9%3.8%
Dividend yield2.9%
Debt / equity0.000.60
Altman Z (solvency)0.312.12
Piotroski F (quality)8 / 98 / 9
Full BN report → Full PLD report →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.