Eastgroup Properties Inc vs Prologis Inc

Eastgroup Properties Inc (EGP) is overvalued and Prologis Inc (PLD) is overvalued.

Both trade above our estimate of their intrinsic value. PLD is the closer of the two: -58%, against -110% for EGP.

Values as of the 22 Sept 2026 close.

Eastgroup Properties Inc (EGP)

Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $96.81; the price of $203.44 is 110% above that value, and 75% of that value comes from beyond year five.

Leak Score 0/100 on 2 of 12 signals

Prologis Inc (PLD)

Discounting its cash flows at 10.1% (average of 3 methods) values the shares at $85.98; the price of $135.88 is 58% above that value, and 72% of that value comes from beyond year five.

Leak Score 33/100 on 8 of 12 signals

MetricEGPPLD
VerdictOvervaluedOvervalued
Price$203.44$135.88
Intrinsic value$96.81$85.98
Margin of safety-110%-58%
Leak Score0/100 (2/12)33/100 (8/12)
Market cap$10.9B$131.7B
Revenue growth, 5 years14.5%14.6%
Operating margin40.5%38.6%
Net margin40.5%45.7%
Return on equity8.7%7.9%
Debt to equity0.470.69
P/E35.7x30.3x
Forward P/E34.9x37.1x
P/B3.1x2.4x
Dividend yield3.1%3.1%

All stocks in REIT - Industrial