Prologis (NYSE:PLD) & Ventas (NYSE:VTR) Head to Head Comparison

Ventas (NYSE:VTR) and Prologis (NYSE:PLD) are both large-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, dividends, valuation, risk, earnings, profitability and institutional ownership.

Valuation & Earnings

This table compares Ventas and Prologis”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Ventas	$5.83 billion	6.68	$251.38 million	$0.54	151.86
Prologis	$8.79 billion	13.67	$3.33 billion	$3.55	36.32

Prologis has higher revenue and earnings than Ventas. Prologis is trading at a lower price-to-earnings ratio than Ventas, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent ratings and recommmendations for Ventas and Prologis, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Ventas	0	3	13	0	2.81
Prologis	0	7	14	0	2.67

Ventas presently has a consensus target price of $90.47, suggesting a potential upside of 10.32%. Prologis has a consensus target price of $137.20, suggesting a potential upside of 6.41%. Given Ventas’ stronger consensus rating and higher probable upside, research analysts clearly believe Ventas is more favorable than Prologis.

Dividends

Ventas pays an annual dividend of $1.92 per share and has a dividend yield of 2.3%. Prologis pays an annual dividend of $4.28 per share and has a dividend yield of 3.3%. Ventas pays out 355.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Prologis pays out 120.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ventas has raised its dividend for 1 consecutive years and Prologis has raised its dividend for 12 consecutive years. Prologis is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional and Insider Ownership

94.2% of Ventas shares are held by institutional investors. Comparatively, 93.5% of Prologis shares are held by institutional investors. 0.8% of Ventas shares are held by insiders. Comparatively, 0.6% of Prologis shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Risk and Volatility

Ventas has a beta of 0.73, meaning that its share price is 27% less volatile than the S&P 500. Comparatively, Prologis has a beta of 1.41, meaning that its share price is 41% more volatile than the S&P 500.

Profitability

This table compares Ventas and Prologis’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Ventas	4.31%	2.09%	0.94%
Prologis	37.86%	5.79%	3.41%

Summary

Prologis beats Ventas on 12 of the 17 factors compared between the two stocks.

About Ventas

Ventas Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments. Ventas leverages its unmatched operational expertise, data-driven insights from its Ventas Operational InsightsTM platform, extensive relationships and strong financial position to achieve its goal of delivering outsized performance across approximately 1,400 properties. The Ventas portfolio is composed of senior housing communities, outpatient medical buildings, research centers and healthcare facilities in North America and the United Kingdom. The Company benefits from a seasoned team of talented professionals who share a commitment to excellence, integrity and a common purpose of helping people live longer, healthier, happier lives.

About Prologis

Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. At March 31, 2024, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 1.2 billion square feet (115 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 6,700 customers principally across two major categories: business-to-business and retail/online fulfillment.