Esr Real Estate Investment Trust U vs Prologis: Fair Value & Quality
Both stocks run through our valuation models. Here is how Esr Real Estate Investment Trust U (9A4U) and Prologis (PLDGP) compare, as of Aug 18, 2026.
As of Aug 18, 2026, Fair Value Calculator sees Prologis as the more attractively valued of the two: Esr Real Estate Investment Trust U trades at S$2.36 versus a fair value of S$1.98 (-16%), while Prologis trades at $51.71 versus $60.29 (+17%).
Esr Real Estate Investment Trust U
9A4U.SG · SGD · Real Estate
-16%
upside to fair value
overvalued
PriceS$2.36
Fair ValueS$1.98
Quality59/100
Prologis
PLDGP · USD · Real Estate
+17%
upside to fair value
undervalued
Price$51.71
Fair Value$60.29
Quality69/100
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Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Esr Real Estate Investment Trust UPrologis
Valuation
236.0×P/E (TTM)10.5×
4.12×P/S (TTM)4.32×
0.74×P/B0.70×
—EV/EBITDA11.3×
0.04×PEG—
9.7%Dividend yield7.9%
S$0.22Dividend per share$4.10
Profitability
7%Net margin40%
66%Operating margin38%
2%Return on equity7%
3%Return on assets2%
Growth
17%Revenue growth (YoY)8%
9.1%Avg. growth/yr (3Y)13.7%
—Avg. growth/yr (5Y)14.6%
Balance & size
0.63×Debt / equity0.61×
$1BMarket cap$41B
healthyGrowth qualityhealthy
Prologis leads: 5 to 6 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Esr Real Estate Investment Trust Uof which business quality 57 · market factors 49Prologisof which business quality 64 · market factors 49
ProfitabilityMargins and returns on capital today
18
36
Quality GrowthAre margins and returns improving?
76
53
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
83
93
Low VolatilityCalm price path (market factor)
94
66
MomentumPrice trend over the last 3–12 months (market factor)
33
41
52W MomentumDistance to the 52-week high (market factor)
25
44
Net IssuanceBuybacks instead of dilution
50
79
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Esr Real Estate Investment Trust U
DCF ModelsS$2.89
Dividend DiscountS$3.21
MultiplesS$1.33
Asset-BasedS$2.09
Growth DCFS$2.97
Economic ProfitS$1.90
5 of 13 models see the stock below the current price.
Prologis
DCF Models$110
Dividend Discount$84.52
Multiples$72.19
Asset-Based$49.37
Growth DCF$74.19
Economic Profit$60.54
4 of 16 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Esr Real Estate Investment Trust U
Bear S$1.17Fair Value S$1.98Bull S$1.98
S$2.36 = current price (white tick)
Prologis
Bear $45.68Fair Value $60.29Bull $75.37
$51.71 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Esr Real Estate Investment Trust U · Real Estate
Quality score59 · above median
Fair value upside-16% · below median
Prologis · Real Estate
Quality score69 · Top 25%
Fair value upside+17% · above median
Bottom line
As of Aug 18, 2026, Fair Value Calculator sees Prologis as the more attractively valued of the two: Esr Real Estate Investment Trust U trades at S$2.36 versus a fair value of S$1.98 (-16%), while Prologis trades at $51.71 versus $60.29 (+17%).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
