Analyse produit facultative
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Prologis, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $124.6B | |
|---|---|---|
| Revenue (ttm) | 9.9B | |
| Net income (ttm) | 4.3B | |
| EPS (ttm) | $4.53 | |
| Shares out | 969.6M | |
| P/E (trailing) | 27.6x | |
| P/E (forward) | 29.1x | |
| Dividend | $4.28 (3.42%) | |
| Volume | 2,432,966 | |
| Beta | 1.32 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $4.76B | $5.97B | $8.02B | $8.20B | $8.79B | +16.6% |
| Gross profit | $3.51B | $4.46B | $6.01B | $6.14B | $5.24B | +10.5% |
| Operating income | $3.21B | $3.47B | $3.71B | $4.42B | $4.36B | +8.0% |
| Net income | $2.94B | $3.36B | $3.06B | $3.73B | $3.33B | +3.2% |
| EPS (diluted) | $3.94 | $4.25 | $3.29 | $4.01 | $3.56 | -2.5% |
| EBITDA | $5.15B | $5.80B | $6.57B | $7.53B | $7.20B | +8.7% |
| R&D | $1 | $1 | $0 | — | — | -21.6% |
| SG&A | $293.2M | $331.1M | $390.4M | $418.8M | $477.8M | +13.0% |
Recent company headlines from major financial publishers.
The modal path projects Prologis to achieve a base scenario target of $98.03 with an estimated likelihood of 55.0%, representing an expected return of -23.5% from the analysis price of $128.18. This outcome requires infill logistics assets to maintain high tenant occupancy while capturing positive re-leasing spreads upon lease expirations. Core Real Estate Operations revenue stabilizes following post-pandemic normalization, while Strategic Capital fee streams continue providing asset-light cash flows. The scenario would be disconfirmed if operating margins breach downside thresholds or if debt refinancing yields increase significantly, with performance milestones verifiable through fiscal-year rental income and renewal spread releases.
Under an expansionary scenario, Prologis reaches a bull target of $139.40 with an estimated probability of 20.0%, generating an implied return of 8.8% relative to $128.18. Achieving this upside requires leasing spreads to expand significantly above expectations, driven by acute urban warehouse scarcity and conversion premiums for data center infrastructure on prime infill parcels. Concurrently, rapid expansion of third-party institutional funds accelerates Strategic Capital fee generation. The bull thesis would be disconfirmed if logistics absorption slows or if alternative property sectors attract marginal institutional capital allocations, with proof points measurable over upcoming fiscal-year leasing announcements.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 8.9% | $99.8 | $100 | $100 | $101 | $101 |
| 9.4% | $98.6 | $98.9 | $99.2 | $99.4 | $99.8 |
| 9.9% | $97.6 | $97.8 | $98.0 | $98.3 | $98.5 |
| 10.4% | $96.6 | $96.8 | $97.0 | $97.2 | $97.4 |
| 10.9% | $95.7 | $95.9 | $96.1 | $96.2 | $96.4 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
