Mulya.ai
Ticker
PLD
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?10.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.334
Beta (levered) ?1.671
Terminal OM% ?22.6%
Segment conc. ?93% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

PLD · Prologis, Inc.

$139.972026-07-21
Sector: Real Estate; Industry: REIT - Industrial; Sub-Industry: Industrial REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-127.9% vs market
Base · active
$0
-115.4% vs market
Bear
$0
-113.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-19
Base $-22
Bull $-39
Market $140
Median $150
Market Price $140
Mulya.ai Base $-22
Analysts Median $150
Mulya.ai IV range ($-19 · $-39)
Analysts Range ($123 · $161)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$8.0B46.2%5.9%$3.5B$1.8B$5.3B10.0%4.2%$82.2B$3.19
2024.Q4$8.0B0.0%46.2%4.1%$3.6B$2.0B$5.5B10.7%4.3%$83.5B$3.19
2025.Q1$8.2B2.2%53.8%4.3%$4.2B$2.1B$6.4B10.7%5.0%$85.1B$3.90
2025.Q4$8.2B0.0%53.8%5.4%$4.2B$2.2B$6.4B10.9%4.9%$87.1B$3.90
2026.Q1$8.9B9.1%38.9%5.0%$3.3B$1.1B$4.4B10.5%3.8%$87.3B$3.8838.5
italics below = DCF projection · 10yr Rev CAGR: 4.7%
2027.Q1$8.8B+-1.3%38.9%6.5%$3.2B$0MM$3.2B10.2%$2.9B3.7%$87.3B$3.3641.7
2028.Q1$9.3B+4.9%35.7%8.0%$3.0B−$3.1B−$99MM10.0%−$82MM3.4%$90.5B$3.1844.0
2029.Q1$9.7B+4.6%32.4%9.5%$2.8B−$2.7B$123MM9.8%$92MM3.1%$93.2B$2.9747.1
2030.Q1$10.5B+8.4%29.2%11.0%$2.7B−$4.7B−$2.0B9.7%−$1.3B2.9%$97.9B$2.8549.1
2031.Q1$11.2B+6.2%22.6%12.5%$2.2B−$3.4B−$1.2B9.5%−$746MM2.2%$101.3B$2.3160.6
Term. Yr+$14.8B4.1%22.6%20.0%$2.7B−$1.3B$1.4B8.6%$12.6B8.6%
Active scenario IV: $0 (-115.4% vs market)