Nutrien Ltd vs Prologis Inc — how do they compare? Nutrien Ltd trades at $66.17 (market cap $32.05B), while Prologis Inc trades at $139.77 (market cap $132.57B). The key difference: Prologis Inc is far larger — about 4.1× Nutrien Ltd's market cap, and Nutrien Ltd pays the higher dividend (3.27%). Which is the better fit depends on your goals.
| NTR | PLD | |
|---|---|---|
Market Cap | $32.05B | $132.57B |
Sector | Basic Materials | Real Estate |
52-Week High | $83.94 | $149.96 |
52-Week Low | $53.64 | $104.81 |
Enterprise Value | $43.86B | $167.31B |
Dividend Yield | 3.27% | 3.07% |
Signals from Pluang's Aura AI — not financial advice
Nutrien (NTR) trades at $66.43, up 0.18% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported mixed Q2 2026 earnings, missing EPS estimates but beating revenue expectations, driven by higher potash prices. Financials show a net income margin of 8.44% for 2025, with a P/E ratio of 13.62 indicating reasonable valuation. Recent news highlights institutional buying and dividend declarations, while cash flow trends indicate consistent operational strength amid net outflows.
Outlook remains cautiously optimistic with a consensus price target of $76.17, suggesting 14.6% upside, supported by analyst buy ratings at 60.6%. Key opportunities include structural gas arbitrage benefits and agricultural cycle recovery, but risks involve input cost pressures, volatile fertilizer demand, and earnings consistency challenges. The stock presents a value opportunity with dividend yield, though macroeconomic and sector-specific headwinds warrant monitoring.
Prologis (PLD) trades at $139.75, up 0.74% today, with strong recent earnings beats but a bearish technical signal. The company announced a major $18.8 billion acquisition of SEGRO, expanding its European footprint, while financials show robust profitability with a 45.79% net income margin. Cash flow trends are mixed, with 2025 showing a net outflow but a projected recovery in 2026.
The outlook is positive due to strategic growth via acquisition and consistent earnings outperformance, though risks include integration challenges from the SEGRO deal and a high P/E ratio of 31.07. Analyst consensus is bullish with a $159.22 price target, suggesting significant upside potential from current levels.
Trailing returns across standard periods
Latest headlines on both assets
Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients--nitrogen, potash, and phosphate--although its main focus is potash, where it is the global leader in installed capacity with roughly 20% share. The company is also the largest agricultural retailer in the United States, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Read more on NTR →Prologis was formed by the June 2011 merger of AMB Property and Prologis Trust. The company develops, acquires, and operates around 1 billion square feet of high-quality industrial and logistics facilities across the globe. The company also has a strategic capital business segment that has around $70 billion of third-party AUM. The company is organized into four global divisions (Americas, Europe, Asia, and other Americas) and operates as a real estate investment trust.
Read more on PLD →