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PLD vs TRNO
Which Stock Would AI Choose? Prologis (PLD) vs. Terreno Realty (TRNO) Stock Comparison
Key Takeaways
- Prologis (PLD) and Terreno Realty (TRNO) are both industrial real estate investment trusts (REITs) exposed to logistics demand, with PLD offering global scale and TRNO focusing on U.S. coastal markets.
- In recent weeks, PLD reported record leasing volumes and raised 2026 guidance for the second time following strong Q2 2026 results, while TRNO maintained high occupancy and increased its quarterly dividend.
- PLD trades at a market capitalization exceeding $130 billion with a dividend yield near 3.1%, compared to TRNO’s approximately $7 billion market cap and yield around 3.5%.
- Both stocks have delivered positive one-year returns, though PLD has shown relatively stronger year-to-date performance amid broader market activity.
- PLD benefits from data center development exposure, while TRNO emphasizes disciplined acquisitions in supply-constrained locations and maintains a conservative balance sheet.
- Relative positioning favors larger platforms like PLD for stability, with TRNO offering higher occupancy metrics in a more concentrated portfolio.
Introduction
Prologis (PLD) and Terreno Realty (TRNO) represent two established players in the industrial REIT sector, which has drawn investor attention due to sustained demand for logistics and distribution facilities. This comparison examines their business models, recent operational results, and market positioning to assist traders and investors evaluating relative performance within the same industry. The analysis is particularly relevant for those focused on real estate equities, sector rotation strategies, or portfolio diversification across large-cap and mid-cap REITs. It highlights observable differences in scale, growth drivers, and risk profiles without offering forward-looking projections.
PLD Overview and Recent Performance
Prologis (PLD) operates as a leading global owner, developer, and manager of logistics real estate, with a substantial portfolio spanning multiple countries and including data center initiatives. In recent market activity, the company delivered robust Q2 2026 results, including record leasing of over 67 million square feet, occupancy rising to 95.5%, and same-store net operating income growth of 6.4% on a net effective basis. These factors supported two upward revisions to full-year 2026 guidance. Stock price behavior in recent weeks has reflected this momentum, with shares trading near $134–135 amid positive sentiment tied to operational strength and ancillary revenue streams. Broader influences include ongoing logistics demand and expansion into higher-growth areas such as data centers.
TRNO Overview and Recent Performance
Terreno Realty (TRNO) acquires, owns, and operates industrial properties primarily in six major U.S. coastal markets, emphasizing supply-constrained locations. Recent operational updates showed strong Q2 2026 metrics, including 97.6% portfolio occupancy and 27.7% cash rent growth on new and renewed leases, alongside $172.3 million in acquisitions. The company raised its quarterly dividend to $0.57 per share, implying an annualized yield near 3.5%. In recent weeks, shares have traded around $65–66, supported by institutional interest and a Moderate Buy analyst consensus with an average price target above current levels. Performance has been influenced by disciplined capital deployment and resilient tenant demand in targeted coastal gateways.
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Head-to-Head Comparison
Prologis (PLD) operates at a significantly larger scale with global reach and diversified revenue streams, including third-party capital management and data center development, whereas Terreno Realty (TRNO) maintains a more focused U.S. coastal portfolio that supports higher occupancy rates near 97.6%. Growth drivers differ markedly: PLD has leveraged record leasing volumes and raised guidance amid expanding logistics and data center pipelines, while TRNO has emphasized acquisitions at attractive cap rates and consistent rent growth in constrained markets. Recent momentum shows PLD benefiting from broader operational scale and ancillary segments, contrasted with TRNO’s emphasis on balance sheet strength, evidenced by a Moody’s Baa1 rating and lower leverage. Sector exposure remains similar within industrial REITs, yet risk factors vary—PLD faces greater sensitivity to international and capital markets dynamics, while TRNO contends with concentration in fewer markets and higher short interest. Market sentiment reflects these trade-offs, with PLD positioned for stability through size and TRNO for potentially higher localized yield opportunities.
Tickeron AI Verdict
Based on observable factors such as trend consistency in leasing activity, guidance revisions, and relative positioning within the industrial REIT sector, Tickeron’s AI models currently assign a probabilistic preference toward Prologis (PLD) over Terreno Realty (TRNO). PLD’s larger platform and additional growth avenues in data centers contribute to more consistent operational signals in recent periods. This assessment remains subject to evolving market conditions and does not constitute investment advice.
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 Buy and TRNO is a Buy.
PLD | TRNO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 3 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 78 | 77 | |
SMR RATING 1..100 | 76 | 74 | |
PRICE GROWTH RATING 1..100 | 53 | 49 | |
P/E GROWTH RATING 1..100 | 42 | 68 | |
SEASONALITY SCORE 1..100 | 75 | 75 |
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 (77) in the Real Estate Investment Trusts industry is in the same range as PLD (78). 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 (53). 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 (68). This means that PLD’s stock grew similarly to TRNO’s over the last 12 months.
| PLD | TRNO | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 65% | 1 day ago 64% |
| Stochastic ODDS (%) | 1 day ago 65% | 1 day ago 59% |
| Momentum ODDS (%) | 1 day ago 52% | 1 day ago 53% |
| MACD ODDS (%) | 1 day ago 58% | 1 day ago 56% |
| TrendWeek ODDS (%) | 1 day ago 50% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 49% | 1 day ago 51% |
| Advances ODDS (%) | 4 days ago 61% | 4 days ago 56% |
| Declines ODDS (%) | 1 day ago 54% | 16 days ago 52% |
| BollingerBands ODDS (%) | 1 day ago 65% | 1 day ago 64% |
| Aroon ODDS (%) | 1 day ago 30% | 1 day ago 47% |
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 5 bullish TA indicator(s).
- PLD’s TA Score: 6 bullish, 3 bearish.
- TRNO’s TA Score: 5 bullish, 3 bearish.
Price Growth
PLD (@Miscellaneous Manufacturing) experienced а -1.01% price change this week, while TRNO (@Miscellaneous Manufacturing) price change was +0.30% for the same time period.
The average weekly price growth across all stocks in the @Miscellaneous Manufacturing industry was -2.47%. For the same industry, the average monthly price growth was -5.24%, and the average quarterly price growth was +15.21%.
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 (-2.47% 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.
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XOCT | 40.33 | 0.06 | +0.15% |
| FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October (XOCT) | |||
| JHMD | 44.89 | 0.03 | +0.07% |
| John Hancock Multifactor Developed International ETF (JHMD) | |||
| CGDV | 49.29 | -0.01 | -0.02% |
| Capital Group Dividend Value ETF (CGDV) | |||
| RWX | 25.75 | -0.10 | -0.39% |
| State Street SPDR Dow Jones International Real Estate ETF (RWX) | |||
| BNDD | 97.50 | -1.06 | -1.08% |
| Quadratic Deflation ETF (BNDD) | |||
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 80% 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% | -0.10% | ||
| EGP - PLD | 80% Closely correlated | -0.05% | ||
| FR - PLD | 79% Closely correlated | +0.47% | ||
| TRNO - PLD | 74% Closely correlated | +0.62% | ||
| FRT - PLD | 70% Closely correlated | +0.88% | ||
| STAG - PLD | 70% Closely correlated | +1.25% | ||
More | ||||
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 79% 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% | +0.62% | ||
| EGP - TRNO | 79% Closely correlated | -0.05% | ||
| FR - TRNO | 76% Closely correlated | +0.47% | ||
| PLD - TRNO | 74% Closely correlated | -0.10% | ||
| FRT - TRNO | 71% Closely correlated | +0.88% | ||
| STAG - TRNO | 70% Closely correlated | +1.25% | ||
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