PLD's strong fundamentals, expanding data center push and solid balance sheet bolster the case for adding the stock now.
Segro Plc is a UK-based industrial REIT, with strong European presence, A- credit rating. PLD is an A-rated leading global industrial REIT. Both have data center growth opportunities. SEGXF boasts 8% EPS CAGR since 2016, 10% YoY net rental income growth, and 7.8% like-for-like rental growth. PLD has a 10% EPS CAGR, but lower recent growth. SEGXF's data center pipeline is 2.3GW, offering proportionally greater growth potential than Prologis. Landbank upside, and rent reversion estimates for SEGXF are also stronger.
Prologis (PLD) concluded the recent trading session at $126.67, signifying a -1.02% move from its prior day's close.
| Industrial REITs Industry | Real Estate Sector | Hamid R. Moghadam CEO | LSE Exchange | US74340W1036 ISIN |
| US Country | 2,703 Employees | 16 Dec 2025 Last Dividend | - Last Split | 1 Mar 1994 IPO Date |
Prologis, Inc. stands as the worldwide leader in logistics real estate, specializing in high-demand, high-growth markets. As of the close of 2023, Prologis boasts ownership or investment interests in a sprawling portfolio, which, when combined on a wholly owned basis or through co-investment ventures, encompasses properties and development projects forecasted to span around 1.2 billion square feet (115 million square meters) spread across 19 countries. The company’s business model focuses on leasing state-of-the-art logistics facilities tailored to meet the needs of a wide array of customers. These customers, approximately 6,700 in number, operate within two main sectors: business-to-business (B2B) and retail/online fulfillment. This diverse customer base indicates Prologis' critical role in facilitating various aspects of global supply chains, highlighting its importance in the rapidly evolving landscape of logistics and fulfillment.
At the heart of Prologis, Inc.'s offerings lies the provisioning of modern logistics facilities. These are not just plain storage units but are high-quality, strategically located warehouses and distribution centers designed to meet the complex demands of modern supply chains. Catering to a diverse clientele that ranges from large multinational corporations to smaller local businesses, these facilities enable efficient distribution and storage solutions across two primary spheres of operation: business-to-business and retail/online fulfillment.
In addition to ready-to-use facilities, Prologis invests in the development of new logistics and distribution projects. This forward-looking approach not only aims at expanding its existing portfolio but also at anticipating and shaping future trends in the logistics sector. These projects, which span across strategic locations worldwide, are designed with flexibility and sustainability in mind, ensuring they meet the future needs of Prologis’ diverse customer base while also minimizing environmental impact.