Prologis Inc

Prologis Inc

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Market Cap$138.68B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Prologis IncPrologis Inc37.32.76%7%16.5-

Earnings Call Q1 2026

April 16, 2026 - AI Summary

Record Leasing Activity and Strong Demand: Prologis achieved a record leasing volume of 64 million square feet in Q1 2026, with occupancy rates exceeding expectations at 95.3%. This was driven by strong retention rates at nearly 76% and healthy new leasing activity, contributing to an optimistic full-year outlook for occupancy and demand.
Increased Development Starts and Data Center Focus: The company commenced $2.1 billion in new development projects, with a notable focus on data centers (approximately $1.3 billion). Prologis is capitalizing on significant customer interest in data center offerings, which represents a growing opportunity in the logistics and digital infrastructure sectors.
Revised Financial Guidance: Core FFO (Funds from Operations) is now expected to range between $6.07 and $6.23 per share, reflecting an 80 basis points increase from previous guidance. Additionally, same-store net operating income growth is forecasted at 4.75% to 5.5%, bolstered by strong Q1 performance and expectations for ongoing demand.

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$151.63

Target Price by Analysts

1.9% upsidePrologis Target Price DetailsTarget Price
$61.80

Current Fair Value

58.5% downside

Overvalued by 58.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$138.68 Billion
Enterprise Value$137.81 Billion
Dividend Yield$4.10 (2.76%)
Earnings per Share$3.57
Beta1.33
Outstanding Shares931,261,000

Return

Return on Equity7.10%ROE
Return on Assets3.87%
Return on Invested Capital4.81%

Valuation & Multiples

P/E Ratio37.26P/E Ratio
PEG56.8PEG
Price to Sales16.53Price to Sales
Price to Book Ratio2.4Price to Book Ratio
Enterprise Value to Revenue15.4
Enterprise Value to EBIT29.19
Enterprise Value to Net Income36
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 21, 2026
EPS Estimate
$0.81
Average shareholder expectation
Revenue Estimate
$2.12 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 15, 2026
EPS Estimate
$0.77
Average shareholder expectation
Revenue Estimate
$2.16 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7158 12.69%
Total Calls2,071,100 24.66%
Total Puts1,482,400 36.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %93.62% 0.60%
Total Invested$115.15B 3.36%
Investors Holding1,709 19.00%

ESG Score

No data

About Prologis Inc

CEO: Hamid Moghadam

Relevant Senate Committees

Joint Committee on Taxation

While an advisory body, this committee provides the essential technical analysis and revenue estimates for all tax legislation. Its work directly informs and influences the tax policy decisions made by the Finance Committee, which are critically important for REITs like Prologis regarding corporate structure, capital investment, and overall profitability.

Finance

This is a highly relevant committee due to its control over taxation and trade policy. Changes to corporate tax rates, REIT-specific tax rules, and international trade agreements (tariffs) directly impact Prologis's profitability, its tenants' supply chain strategies, and the overall demand for logistics real estate.

Appropriations

This committee directly allocates federal discretionary spending, including significant funding for infrastructure projects (e.g., roads, ports) that are critical for the logistics industry and directly impact the value and accessibility of Prologis's properties. It directly influences government-driven economic activity.

Banking, Housing, and Urban Affairs

This committee directly regulates the financial system, including institutions involved in real estate lending and publicly traded entities like REITs (which Prologis is). Its influence on real estate markets, banking capital requirements, and financial regulations has a direct and significant impact on Prologis's funding, operations, and valuation.

Environment and Public Works

This committee directly regulates infrastructure programs (e.g., federal highways) vital for logistics and supply chain efficiency, which directly impacts the value and utility of Prologis's industrial properties. It also sets environmental regulations affecting construction and property development.