LIVE
COLD
Americold Realty Trust, Inc. · Real Estate - Cold Storage Industrial REIT
$14.07
+0.43% this month
VERSUS
⟷
COMPARE
PLD
Prologis, Inc. · Real Estate - Industrial & Logistics REIT
$140.54
-1.33% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
COLD
1
PLD
2
Comparison scoreboard
PLD LEADS 2/5AI Score
COLD N/A
PLD 46.9
1Y Return
COLD -10.24%
PLD ✓+33.73%
Fwd P/E
COLD 562.80
PLD ✓44.40
Target Up.
COLD ✓+12.04%
PLD +2.39%
Op. Margin
COLD N/A
PLD 38.49%
Metrics last refreshed: 6/20/2026
Quick take
COLD vs PLD Stock Comparison: AI Score, Valuation, Performance and Upside
PLD is the world's largest, most diversified industrial and logistics REIT with growing data center optionality, while COLD is a specialized, operationally intensive cold storage REIT serving the food supply chain. Both are leaders in their respective industrial real estate niches but differ significantly in business model complexity and property type.
COLD vs PLD contrasts a specialized, operationally intensive cold storage REIT against the world's largest, most diversified general industrial and logistics real estate company.
Live analysis · updated 6/20/2026
PLD holds the edge across 2 of 5 key metrics in this comparison. PLD leads on both 1-year return (+33.73%) and forward P/E (44.40x vs 562.80x for COLD), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for COLD (+12.04%) than for PLD (+2.39%).
Normalized 1Y performance
COLD
PLD
Recent returns
COLD
PLD
Analyst price targets & sentiment
COLD · 17 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.6/5.0)
Price target range
analyst low$13.00
analyst high$21.00
analyst mean$15.76
current price$14.07
+12.0% upside to analyst mean
PLD · 20 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.1/5.0)
Price target range
analyst low$95.00
analyst mean$152.30
current price$140.54
+2.4% upside to analyst mean
Who should consider this stock?
COLD may suit investors who:
- →Want specialized, differentiated exposure to temperature-controlled food supply chain real estate
- →Value the defensive characteristics of essential cold storage infrastructure
- →Are comfortable with a more operationally intensive REIT business model
PLD may suit investors who:
- →Want exposure to the world's largest, most diversified industrial and logistics REIT
- →Value Prologis' global scale and tenant diversification
- →See additional upside in Prologis' growing data center and energy infrastructure investments
Performance & AI score
| Metric | COLD | PLD |
|---|---|---|
| AI score | N/A | 46.9 |
| AI rank | N/A | #644 |
| Latest close | $14.07 | $140.54 |
| 1M return | +0.43% | -1.33% |
| 6M return | +15.67% | +9.74% |
| 1Y return | -10.24% | +33.73% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | COLD | PLD |
|---|---|---|
| 1Y ago | $9.64K (-3.6%) started 2025-06-18 | $13.37K (+33.7%) started 2025-06-18 |
| 5Y ago | $5.65K (-43.5%) started 2021-06-18 | $14.15K (+41.5%) started 2021-06-21 |
| 10Y ago | $14.48K (+44.8%) started 2018-01-19 | $47.12K (+371.2%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | COLD | PLD |
|---|---|---|
| Market cap | $4.03B | $139.38B |
| Trailing P/E | N/A | 37.28 |
| Forward P/E | 562.80 | 44.40 |
| Price/Sales | 1.55 | 11.56 |
| EV/Revenue | 3.35 | 18.94 |
| Analyst target | $15.76 | $152.30 |
| Target upside | +12.04% | +2.39% |
Growth, profitability & risk
| Metric | COLD | PLD |
|---|---|---|
| Revenue growth | 0.30% | 8.30% |
| Earnings growth | N/A | 65.20% |
| EPS growth | N/A | +65.20% |
| FCF margin | +18.28% | +51.77% |
| Operating margin | N/A | 38.49% |
| Profit margin | -4.29% | 39.65% |
| ROIC proxy | -3.70% | 6.84% |
| Return on equity | -3.70% | 6.84% |
| Dividend yield | 6.29% | 2.88% |
| Beta | 0.99 | 1.33 |
| Debt/equity | 159.41 | 60.93 |
| Current ratio | 0.76 | 0.53 |
| Quick ratio | 0.76 | 0.32 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
COLD max drawdown39.83%
PLD max drawdown10.31%
COLD max wkly drop13.47%
PLD max wkly drop5.63%
5Y risk snapshot
COLD max drawdown70.76%
PLD max drawdown43.30%
COLD max wkly drop17.14%
PLD max wkly drop19.46%
10Y risk snapshot
COLD max drawdown70.76%
PLD max drawdown43.30%
COLD max wkly drop19.09%
PLD max wkly drop21.91%
Performance metrics by period
| Period | Metric | COLD | PLD |
|---|---|---|---|
| 1Y | Growth | -10.24% | +33.75% |
| CAGR | -10.24% | +33.80% | |
| Sharpe ratio | -0.12 | 1.24 | |
| Max drawdown | 39.83% | 10.31% | |
| Max daily drop | 9.38% | 3.55% | |
| Max wkly drop | 13.47% | 5.63% | |
| 5Y | Growth | -54.44% | +27.05% |
| CAGR | -14.55% | +4.91% | |
| Sharpe ratio | -0.45 | 0.15 | |
| Max drawdown | 70.76% | 43.30% | |
| Max daily drop | 9.38% | 9.57% | |
| Max wkly drop | 17.14% | 19.46% | |
| 10Y | Growth | +4.95% | +258.92% |
| CAGR | +0.58% | +13.64% | |
| Sharpe ratio | 0.04 | 0.44 | |
| Max drawdown | 70.76% | 43.30% | |
| Max daily drop | 19.15% | 17.27% | |
| Max wkly drop | 19.09% | 21.91% |
Business comparison
| Category | COLD | PLD |
|---|---|---|
| Company | Americold Realty Trust, Inc. | Prologis, Inc. |
| Sector | Real Estate - Cold Storage Industrial REIT | Real Estate |
| Industry | N/A | REIT - Industrial |
| Core business | Americold Realty Trust is the world's largest publicly traded REIT focused on temperature-controlled warehouses, providing cold storage and logistics services to food producers, distributors, and retailers globally. | Prologis is the world's largest industrial and logistics REIT, owning and operating warehouse and distribution properties globally, serving e-commerce, retail, and manufacturing customers. |
| Investor focus | Investors track Americold's same-store warehouse occupancy and throughput volumes, operational efficiency improvements, and development pipeline for new cold storage facilities. | Investors track Prologis' same-store rent growth and occupancy, global logistics real estate demand trends, and the company's growing data center and energy infrastructure investments. |
COLD strengths
- →Largest global pure-play cold storage REIT with significant scale advantages
- →Differentiated, specialized property type with high barriers to entry given specialized construction requirements
- →Essential role in food supply chain provides relatively defensive demand characteristics
PLD strengths
- →Largest global scale in industrial and logistics real estate provides significant competitive advantages
- →Diversified global tenant base across e-commerce, retail, and manufacturing
- →Growing strategic investments in data centers and energy infrastructure on its land bank
Risks to watch — COLD
- →More operationally intensive business model than traditional triple-net industrial REITs given logistics services component
- →Customer warehouse throughput volumes can be sensitive to broader food consumption and inventory trends
- →Higher capital intensity of specialized cold storage construction and maintenance
Risks to watch — PLD
- →Industrial real estate demand growth has moderated from pandemic-era e-commerce-driven peaks
- →Large scale makes maintaining high percentage growth rates more challenging
- →Global operations create some currency and geopolitical exposure
Frequently asked questions
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