Mulya.ai
Ticker
PLD
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?hist_ind
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?10.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.416
Beta (levered) ?1.793
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 · 2026-05-17

PLD · Prologis, Inc.

$133.772026-05-17
Sector: Real Estate; Industry: REIT - Industrial; Sub-Industry: Industrial REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-131.1% vs market
Base · active
$0
-117.0% vs market
Bear
$0
-114.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-19
Base $-23
Bull $-42
Market $134
Median $135
Market Price $134
Mulya.ai Base $-23
Analysts Median $135
Mulya.ai IV range ($-19 · $-42)
Analysts Range ($119 · $155)
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
2021.Q4$4.8B67.4%5.2%$3.0B$696MM$3.7B9.9%6.0%$50.6B$3.07
2022.Q4$6.0B25.5%58.0%3.7%$3.3B$1.1B$4.4B10.4%5.2%$76.8B$3.51
2023.Q4$8.0B34.3%46.2%6.1%$3.5B$1.9B$5.4B10.0%4.4%$81.7B$3.19
2024.Q4$8.2B2.2%53.8%4.1%$4.2B$2.0B$6.2B10.7%5.1%$83.5B$3.90
2025.Q4$8.8B7.2%40.2%5.4%$3.3B$2.2B$5.6B10.9%3.9%$87.1B$3.4736.2
italics below = DCF projection · 10yr Rev CAGR: 4.9%
2026.Q4$8.7B+-1.2%40.2%6.9%$3.3B$0MM$3.3B10.5%$2.9B3.7%$87.1B$3.4039.3
2027.Q4$9.2B+6.1%36.7%8.3%$3.1B−$3.8B−$747MM10.3%−$613MM3.5%$90.9B$3.2441.3
2028.Q4$9.9B+7.0%33.2%9.8%$3.0B−$4.1B−$1.2B10.1%−$879MM3.2%$95.1B$3.0843.4
2029.Q4$10.5B+6.5%29.7%11.3%$2.8B−$3.7B−$959MM9.9%−$650MM2.9%$98.8B$2.8946.3
2030.Q4$11.1B+6.1%22.6%12.7%$2.2B−$3.4B−$1.2B9.7%−$721MM2.2%$102.2B$2.3058.2
Term. Yr+$14.7B4.1%22.6%20.0%$2.7B−$1.3B$1.4B8.6%$12.4B8.6%
Active scenario IV: $0 (-117.0% vs market)