Advertisement
PLD vs SPG
Which Stock Would AI Choose? Prologis (PLD) vs. Simon Property Group (SPG) Stock Comparison
Key Takeaways
- PLD has outperformed SPG year-to-date with 13.78% returns compared to 10.45%, driven by strong logistics demand.
- PLD boasts a larger market cap of $134 billion versus SPG's $77 billion, reflecting its global scale in industrial real estate.
- SPG offers a higher dividend yield at 4.28% compared to PLD's 2.97%, appealing to income-focused investors.
- Recent weeks show PLD nearing its 52-week high of $145.44 amid positive analyst upgrades, while SPG approaches Q1 earnings with expected FFO (funds from operations, a key REIT profitability metric) growth.
- Both REITs (real estate investment trusts) face interest rate sensitivity but benefit from sector tailwinds like e-commerce for PLD and premium retail resilience for SPG.
Introduction
Prologis (PLD) and Simon Property Group (SPG) represent leading real estate investment trusts (REITs) in distinct subsectors: industrial logistics and retail malls. This stock comparison examines their recent market positioning, performance metrics, and growth drivers amid evolving economic conditions. Investors seeking exposure to real estate through dividend yields, capital appreciation, or sector-specific trends—such as e-commerce expansion or retail recovery—will find value in understanding their relative strengths. With both stocks showing positive year-to-date gains, the analysis highlights contrasts in momentum, valuation, and risk profiles for informed portfolio decisions.
PLD Overview and Recent Performance
Prologis (PLD), headquartered in San Francisco, is the world's largest industrial REIT, owning and managing over 1.3 billion square feet of logistics facilities across 20 countries. These properties support e-commerce, distribution, and data centers for tenants like Amazon and FedEx. In recent market activity, PLD shares have climbed toward their 52-week high of $145.44, trading around $144 with a market cap exceeding $134 billion. Q1 2026 results featured core FFO of $1.50 per share, beating estimates, alongside $2.13 billion in rental revenues and record 64 million square feet in leasing. Raised full-year guidance to $6.07–$6.23 core FFO per share, fueled by e-commerce resilience and joint ventures like a $1.6 billion U.S. build-to-suit, has lifted sentiment. Analyst upgrades, including from BMO on data center potential, underscore strong positioning despite interest rate pressures.
SPG Overview and Recent Performance
Simon Property Group (SPG), based in Indianapolis, is a premier retail REIT owning interests in 229 properties totaling 183 million square feet across North America, Asia, and Europe, including malls, premium outlets, and mixed-use destinations. Recent weeks have seen SPG shares hover around $202, with a $77 billion market cap and a 52-week range of $155–$208. Trading near recent highs, the stock reflects anticipation for Q1 2026 earnings on May 11, with consensus expecting $2.98 FFO per share and 6.43% revenue growth. Strong historical performance, including 122% three-year gains, stems from resilient premium retail demand, NOI (net operating income) growth, and international expansion. A $5 billion credit facility and share buybacks bolster the balance sheet, though economic headwinds like consumer spending shifts influence sentiment.
Trending AI Robots
Tickeron’s Trending AI Robots page features a curated selection of 25 top-performing AI trading bots from a library of 351, optimized for current market conditions across stocks, ETFs, and crypto. These bots employ diverse strategies like trend-following, high win-rate signals (50–88%), and ML-driven analyses with annualized returns ranging from 23% to 285%, profit factors up to 11.7, and profit-to-drawdown ratios as high as 19. They target sectors including semiconductors (e.g., NVDA, AMD), industrials, small caps, space infrastructure, data centers (e.g., APLD, DLR), and finance, with trade durations from 1 day to 46 days. Virtual and brokerage agents enable copy trading with risk controls like TP/SL corridors. Explore these bots to align with your trading style and enhance performance in volatile markets.
Head-to-Head Comparison
PLD and SPG diverge in business models: PLD thrives on industrial logistics tied to e-commerce and supply chain globalization, while SPG focuses on retail malls benefiting from experiential shopping recovery. Growth drivers contrast with PLD's data center expansions and 7% revenue growth versus SPG's outlet resilience amid M&A (mergers and acquisitions). Recent momentum favors PLD with 5% monthly gains and YTD leadership, but SPG trades at a lower P/E of 14 versus 36, signaling value. Risk factors include rate sensitivity for both, though SPG faces higher consumer cyclicality. Sector exposure positions PLD for structural tailwinds, while SPG sentiment hinges on earnings beats.
Tickeron AI Verdict
Tickeron’s AI currently favors PLD due to superior trend consistency, YTD outperformance, raised guidance, and catalysts like leasing records and data center demand. Its larger scale and global diversification provide relative stability over SPG, which offers compelling valuation and yield but awaits Q1 confirmation amid retail volatility. Probabilistic edge tilts toward PLD for momentum traders in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLD is a Hold and SPG is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PLD’s FA Score shows that 1 FA rating(s) are green whileSPG’s FA Score has 2 green FA rating(s).
- PLD’s FA Score: 1 green, 4 red.
- SPG’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PLD’s TA Score shows that 6 TA indicator(s) are bullish while SPG’s TA Score has 5 bullish TA indicator(s).
- PLD’s TA Score: 6 bullish, 4 bearish.
- SPG’s TA Score: 5 bullish, 5 bearish.
Price Growth
PLD (@Miscellaneous Manufacturing) experienced а +3.83% price change this week, while SPG (@Real Estate Investment Trusts) price change was -0.25% for the same time period.
The average weekly price growth across all stocks in the @Miscellaneous Manufacturing industry was +1.90%. For the same industry, the average monthly price growth was +5.22%, and the average quarterly price growth was +27.43%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -0.77%. For the same industry, the average monthly price growth was +0.96%, and the average quarterly price growth was +11.48%.
Reported Earning Dates
PLD is expected to report earnings on Jul 20, 2026.
SPG is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Miscellaneous Manufacturing (+1.90% weekly)Miscellaneous manufacturing refers to a diverse range of products that cannot readily be categorized into other specific sectors of manufacturing. Major U.S. players in this industry include AMETEK, Inc.( analytical instruments, precision components and specialty materials), Dover Corporation (solutions for efficiency and safety of extracting oil and gas, e.g. rod lifts, progressing cavity pumps, gas lifts etc.; solutions for the transportation/transformation of solid waste; products for safe handling of critical fluids for various industries; systems for commercial-refrigeration, heating and cooling, and food and beverage packaging), and Carlisle Companies Incorporated (niche markets including commercial roofing, energy, lawn and garden, mining and construction equipment, aerospace and electronics, dining and food delivery, and healthcare), among others.
@Real Estate Investment Trusts (-0.77% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| PLD | SPG | PLD / SPG | |
| Capitalization | 134B | 65.3B | 205% |
| EBITDA | 7.88B | 7.93B | 99% |
| Gain YTD | 13.762 | 9.837 | 140% |
| P/E Ratio | 36.20 | 13.98 | 259% |
| Revenue | 8.95B | 6.37B | 141% |
| Total Cash | 861M | N/A | - |
| Total Debt | 34.7B | 26.3B | 132% |
PLD | SPG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 76 | 82 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 59 | 27 | |
SMR RATING 1..100 | 79 | 12 | |
PRICE GROWTH RATING 1..100 | 34 | 38 | |
P/E GROWTH RATING 1..100 | 23 | 93 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PLD's Valuation (94) in the Real Estate Investment Trusts industry is in the same range as SPG (100). This means that PLD’s stock grew similarly to SPG’s over the last 12 months.
SPG's Profit vs Risk Rating (27) in the Real Estate Investment Trusts industry is in the same range as PLD (59). This means that SPG’s stock grew similarly to PLD’s over the last 12 months.
SPG's SMR Rating (12) in the Real Estate Investment Trusts industry is significantly better than the same rating for PLD (79). This means that SPG’s stock grew significantly faster than PLD’s over the last 12 months.
PLD's Price Growth Rating (34) in the Real Estate Investment Trusts industry is in the same range as SPG (38). This means that PLD’s stock grew similarly to SPG’s over the last 12 months.
PLD's P/E Growth Rating (23) in the Real Estate Investment Trusts industry is significantly better than the same rating for SPG (93). This means that PLD’s stock grew significantly faster than SPG’s over the last 12 months.
| PLD | SPG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | 2 days ago 47% |
| Stochastic ODDS (%) | 2 days ago 52% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 45% |
| MACD ODDS (%) | 2 days ago 42% | 2 days ago 49% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 59% |
| Advances ODDS (%) | 7 days ago 62% | 7 days ago 59% |
| Declines ODDS (%) | 9 days ago 53% | 9 days ago 48% |
| BollingerBands ODDS (%) | 2 days ago 58% | 2 days ago 52% |
| Aroon ODDS (%) | 2 days ago 51% | 2 days ago 49% |
Advertisement
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FNDE | 41.61 | 0.05 | +0.12% |
| Schwab Fundamental Emerging MarketsEqETF | |||
| CGGG | 29.04 | -0.03 | -0.12% |
| Capital Group U.S. Large Growth ETF | |||
| AVMV | 78.05 | -0.20 | -0.26% |
| Avantis U.S. Mid Cap Value ETF | |||
| MSFL | 18.55 | -0.23 | -1.22% |
| GraniteShares 2x Long MSFT Daily ETF | |||
| BEEZ | 32.68 | -0.88 | -2.62% |
| Honeytree U.S. Equity ETF | |||
PLD and
Correlation & Price change
A.I.dvisor indicates that over the last year, PLD has been closely correlated with EGP. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLD jumps, then EGP could also see price increases.
| Ticker / NAME | Correlation To PLD | 1D Price Change % | ||
|---|---|---|---|---|
| PLD | 100% | -0.01% | ||
| EGP - PLD | 82% Closely correlated | -0.65% | ||
| FR - PLD | 81% Closely correlated | -0.59% | ||
| TRNO - PLD | 78% Closely correlated | -0.76% | ||
| STAG - PLD | 76% Closely correlated | -1.00% | ||
| FRT - PLD | 70% Closely correlated | -0.22% | ||
More | ||||
SPG and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPG has been closely correlated with FR. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPG jumps, then FR could also see price increases.