Advertisement
PLD vs TRNO
Which Stock Would AI Choose? Prologis, Inc. (PLD) vs. Terreno Realty Corporation (TRNO) Stock Comparison
Key Takeaways
- Prologis (PLD) is the world's largest industrial REIT (real estate investment trust), with a global logistics portfolio and a rapidly scaling data-center development platform.
- Terreno Realty (TRNO) is a much smaller, more concentrated operator focused on supply-constrained infill industrial properties across six major coastal U.S. markets.
- PLD has delivered record leasing volumes and raised full-year guidance, while TRNO has shown strong rent growth, high occupancy, and disciplined portfolio recycling.
- The two stocks represent a contrast in scale and diversification versus focus and market-specific pricing power, driving different risk-and-return profiles.
- Recent sentiment has favored TRNO's coastal-infrastructure catalysts, while PLD's valuation has tempered near-term upside despite solid execution.
Introduction
Both PLD and TRNO operate in the industrial real estate sector, yet they pursue markedly different strategies. Prologis spans a global footprint of logistics assets and is expanding into data centers, while Terreno Realty concentrates on scarce, well-located infill properties in coastal U.S. markets. This stock comparison is relevant for investors and traders evaluating how scale, diversification, and market positioning influence relative performance in the current environment. Those weighing a diversified industrial landlord against a specialized, high-pricing-power operator will find the contrasts instructive.
PLD Overview and Recent Performance
PLD, or Prologis, Inc., is the world's largest industrial REIT, owning and managing logistics and warehouse facilities for tenants including Amazon, Home Depot, FedEx, and UPS. In recent quarters the company has reported record leasing volumes, strong cash same-store net operating income (NOI) growth, and rising occupancy, while simultaneously scaling a data-center development platform with billions of dollars in build-to-suit starts.
Recent market activity reflects a mixed picture. Prologis beat expectations and lifted its full-year core funds from operations (FFO, a key measure of recurring real estate earnings) guidance, and analysts at firms such as RBC Capital raised price targets. However, the shares have pulled back from their 52-week high, and a price-to-FFO multiple near 23 times has kept some investors cautious about near-term upside. Sentiment has been shaped by strong operating execution on one side and valuation considerations plus an uneven macro backdrop on the other.
TRNO Overview and Recent Performance
TRNO, or Terreno Realty Corporation, acquires, owns, and operates industrial properties concentrated in six major coastal U.S. markets. Its infill portfolio includes warehouse, distribution, and flex properties in densely populated submarkets where land is scarce, supporting durable rent growth.
In recent weeks Terreno has reported healthy leasing momentum, with portfolio occupancy rising and cash rents on new and renewed leases increasing by double-digit percentages. The company has also continued recycling capital, selling mature or non-core assets and redeploying proceeds into higher-growth properties and development. Analysts at BMO Capital recently upgraded the stock, citing Amazon's reported same-day delivery expansion as a potential demand catalyst for Terreno's supply-constrained markets. Long-term total shareholder returns have been positive, though the shares have softened over the trailing quarter, reflecting a broader reassessment of valuation and momentum.
Trending AI Robots
For traders seeking a data-driven edge, Tickeron's Trending AI Robots page curates a selection of AI-powered trading bots chosen for their suitability to current market conditions. Tickeron offers hundreds of AI trading bots that trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance record, and set of covered securities. Rather than listing every available bot, the Trending AI Robots section highlights only those currently demonstrating the strongest alignment with prevailing market dynamics. Explore the Trending AI Robots to see which automated strategies are capturing momentum right now.
Head-to-Head Comparison
The core contrast between PLD and TRNO is one of market positioning and scale. Prologis offers broad geographic diversification across 20-plus countries and a growing data-center and energy platform, which buffers against regional softness but also ties performance to global trade and capital-market cycles. Terreno Realty trades that diversification for focus: its coastal infill assets command higher barriers to entry and stronger pricing power, but the portfolio is less diversified and more sensitive to conditions in a handful of markets.
On growth drivers, PLD leans on leasing scale, same-store NOI growth, and a data-center build-out, while TRNO depends on rent spreads, occupancy gains, and disciplined acquisitions and dispositions. Risk factors differ accordingly: Prologis faces a larger balance sheet and valuation multiples that limit upside, whereas Terreno carries a smaller scale and more concentrated geographic exposure. Sentiment has recently favored Terreno's targeted demand catalysts, even as Prologis continues to deliver strong fundamentals.
Tickeron AI Verdict
Based on observable trend consistency, relative positioning, and catalyst alignment, Tickeron's AI would likely favor TRNO in the current environment. Terreno's combination of rising occupancy, double-digit rent growth, a supply-constrained footprint, and a clear demand catalyst from same-day delivery expansion suggests more sustained momentum and a cleaner path to relative outperformance. Prologis remains a fundamentally strong, diversified operator, but its larger valuation multiple and broader macro exposure may weigh on near-term trend strength. This assessment reflects probabilistic analysis of current data rather than a definitive prediction.
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 disclaimer.
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 TRNO is a Hold.
PLD in upward trend: price may ascend as a result of having broken its lower Bollinger Band on September 30, 2026
PLD may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 20 of 32 cases where PLD's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 62%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where PLD's RSI Oscillator exited the oversold zone, 10 of 21 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 48%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 34 of 55 cases where PLD's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 62%.
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on PLD as a result. In 52 of 91 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 57%.
The Moving Average Convergence Divergence (MACD) for PLD just turned positive on October 12, 2026. Looking at past instances where PLD's MACD turned positive, the stock continued to rise in 25 of 51 cases over the following month. The odds of a continued upward trend are 49%.
Following a +3.14% 3-day Advance, the price is estimated to grow further. Considering data from situations where PLD advanced for three days, in 188 of 313 cases, the price rose further within the following month. The odds of a continued upward trend are 60%.
Bearish Trend Analysis
The 50-day moving average for PLD moved below the 200-day moving average on October 12, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PLD declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.
The Aroon Indicator for PLD entered a downward trend on October 14, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 42 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 52 (best 1 - 100 worst), indicating steady price growth. PLD’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 76 (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 81 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PLD’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 91, placing this stock better than average.
The Tickeron Valuation Rating of 86 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.345) is normal, around the industry mean (2.500). P/E Ratio (29.497) is within average values for comparable stocks, (50.403). PLD's Projected Growth (PEG Ratio) (115.290) is very high in comparison to the industry average of (11.190). Dividend Yield (0.032) settles around the average of (0.050) among similar stocks. PLD's P/S Ratio (13.947) is slightly higher than the industry average of (8.208).
TRNO in -1.95% downward trend, sliding for three consecutive days on October 14, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where TRNO declined for three days, in 147 of 274 cases, the price declined further within the following month. The odds of a continued downward trend are 54%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Aroon Indicator for TRNO entered a downward trend on September 24, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where TRNO's RSI Indicator exited the oversold zone, 18 of 22 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 82%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 34 of 59 cases where TRNO's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 58%.
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on TRNO as a result. In 53 of 97 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 55%.
The Moving Average Convergence Divergence (MACD) for TRNO just turned positive on October 09, 2026. Looking at past instances where TRNO's MACD turned positive, the stock continued to rise in 19 of 39 cases over the following month. The odds of a continued upward trend are 49%.
Following a +2.51% 3-day Advance, the price is estimated to grow further. Considering data from situations where TRNO advanced for three days, in 171 of 308 cases, the price rose further within the following month. The odds of a continued upward trend are 56%.
TRNO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 8 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.637) is normal, around the industry mean (2.500). P/E Ratio (17.895) is within average values for comparable stocks, (50.403). Projected Growth (PEG Ratio) (0.910) is also within normal values, averaging (11.190). Dividend Yield (0.031) settles around the average of (0.050) among similar stocks. TRNO's P/S Ratio (13.661) is slightly higher than the industry average of (8.208).
The Tickeron Price Growth Rating for this company is 49 (best 1 - 100 worst), indicating steady price growth. TRNO’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 63 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 74 (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 81 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TRNO’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 91, placing this stock better than average.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
PLD | TRNO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 81 | 81 | |
SMR RATING 1..100 | 76 | 74 | |
PRICE GROWTH RATING 1..100 | 52 | 49 | |
P/E GROWTH RATING 1..100 | 42 | 63 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
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.
TRNO's Valuation (8) in the Real Estate Investment Trusts industry is significantly better than the same rating for PLD (86). This means that TRNO’s stock grew significantly faster than PLD’s over the last 12 months.
TRNO's Profit vs Risk Rating (81) in the Real Estate Investment Trusts industry is in the same range as PLD (81). This means that TRNO’s stock grew similarly to PLD’s over the last 12 months.
TRNO's SMR Rating (74) in the Real Estate Investment Trusts industry is in the same range as PLD (76). This means that TRNO’s stock grew similarly to PLD’s over the last 12 months.
TRNO's Price Growth Rating (49) in the Real Estate Investment Trusts industry is in the same range as PLD (52). This means that TRNO’s stock grew similarly to PLD’s over the last 12 months.
PLD's P/E Growth Rating (42) in the Real Estate Investment Trusts industry is in the same range as TRNO (63). This means that PLD’s stock grew similarly to TRNO’s over the last 12 months.
| PLD | TRNO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 48% | 2 days ago 82% |
| Stochastic ODDS (%) | 2 days ago 62% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 57% | 2 days ago 55% |
| MACD ODDS (%) | 2 days ago 49% | 2 days ago 49% |
| TrendWeek ODDS (%) | 2 days ago 59% | 2 days ago 55% |
| TrendMonth ODDS (%) | 2 days ago 51% | 2 days ago 49% |
| Advances ODDS (%) | 3 days ago 60% | 4 days ago 56% |
| Declines ODDS (%) | 15 days ago 55% | 2 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 63% | 2 days ago 60% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 32% |
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 overvalued. 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 0 FA rating(s) are green while TRNO’s FA Score has 1 green FA rating(s).
- PLD’s FA Score: 0 green, 5 red.
- TRNO’s FA Score: 1 green, 4 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 TRNO’s TA Score has 6 bullish TA indicator(s).
- PLD’s TA Score: 6 bullish, 3 bearish.
- TRNO’s TA Score: 6 bullish, 2 bearish.
Price Growth
PLD (@Miscellaneous Manufacturing) experienced а +2.48% price change this week, while TRNO (@Miscellaneous Manufacturing) price change was +2.32% for the same time period.
The average weekly price growth across all stocks in the @Miscellaneous Manufacturing industry was +0.41%. For the same industry, the average monthly price growth was -2.87%, and the average quarterly price growth was +0.70%.
Reported Earning Dates
PLD is expected to report earnings on Oct 15, 2026.
TRNO is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Miscellaneous Manufacturing (+0.41% 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.
Advertisement
TRNO and
Correlation & Price change
A.I.dvisor indicates that over the last year, TRNO has been closely correlated with EGP. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if TRNO jumps, then EGP could also see price increases.
| Ticker / NAME | Correlation To TRNO | 1D Price Change % | ||
|---|---|---|---|---|
| TRNO | 100% | -1.61% | ||
| EGP - TRNO | 81% Closely correlated | -1.50% | ||
| FR - TRNO | 78% Closely correlated | -1.77% | ||
| PLD - TRNO | 75% Closely correlated | -2.31% | ||
| STAG - TRNO | 73% Closely correlated | -1.32% | ||
| FRT - TRNO | 71% Closely correlated | -0.77% | ||
More | ||||