KKR Real Estate Finance TrustvsPrologis

KREF and PLD stock compared: price, dividend, valuation and results, from SEC filings.

KREF

KKR Real Estate Finance Trust Inc.

$5.42

Value $311M

+1.12%
KREF's page

KKR Real Estate Finance Trust (KREF) has a market value of $311M and Prologis (PLD) $120B. Over the last year, with dividends, KREF moved -27.2% and PLD +6.3%. Dividend yield: KREF 12.92%, PLD 3.28%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    KREF$311M

    PLD$120B

    PLD is 385 times KREF

  • Revenue, 12 months

    KREF$85M

    PLD$9.2B

    PLD is 108 times KREF

  • Net income, 12 months

    KREF-$200M

    PLD$4.2B

  • Operating margin

    KREF–

    PLD54.7%

  • ROIC

    KREF-15.0%

    PLD5.3%

    20.3 points apart

  • P/E

    KREF–

    PLD28.5

  • Dividend yield

    KREF12.9%

    PLD3.3%

    9.6 points apart

  • 5-year return

    KREF-57.1%

    PLD+0.2%

    57.3 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

KREF-57.1%

PLD+0.2%

507510020222023202420252026
Returns by period
PeriodKREFWith dividendsPLDWith dividends
1 year since November 12, 2025-27.2%Price -34.1%+6.3%Price +3.1%
3 years since November 13, 2023-35.3%-13.5% a yearPrice -52.4%+38.4%+11.4% a yearPrice +25.6%
5 years since November 12, 2021-57.1%-15.6% a yearPrice -74.9%+0.2%+0.0% a yearPrice -13.5%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

KREFKKR Real Estate Finance TrustPLDPrologis

Valuation

KREFPLD
Valuation
Price$5.42$128.67
Market value$311M$120B
Enterprise value (EV)$2.5B$154B
P/E–28.5
P/E, 5-year median–35.9
P/B0.32.2
EV/EBIT–30.7
Free cash flow yield––

Results and growth

KREFPLD
Results and growth
Revenue, 12 months$85M$9.2B
Net income, 12 months-$200M$4.2B
Free cash flow, 12 months––
Earnings per share, 12 months-$3.51$4.49
Revenue growth, year on year-1.8%7.2%
Revenue growth a year, past+21.6%over 3 years+14.6%over 5 years
EPS growth a year, past–+12.1%over 5 years

Margins and returns on capital

KREFPLD
Margins and returns on capital
Gross margin––
Operating margin–54.7%
Net margin-235.6%45.8%
ROIC-15.0%5.3%
ROE-18.7%7.9%

Balance sheet

KREFPLD
Balance sheet
Cash$166M$1.8B
Total debt$2.4B$36.4B
Net debt / EBITDA–4.5
Interest cover–4.8×

Dividends and buybacks

KREFPLD
Dividends and buybacks
Dividend yield12.9%3.3%
Dividend per share, 12 months$0.70$4.22
Dividend growth a year, past–+11.7%over 5 years
Buyback yield14.0%–
Shareholder yield26.9%3.3%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: KREF or PLD

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Which is bigger, KKR Real Estate Finance Trust or Prologis?

By market value, Prologis ($120B) is about 385.1 times KKR Real Estate Finance Trust ($311M), at today's prices.

How did KREF and PLD stock do over the last 5 years?

Since November 12, 2021, KREF's price moved -74.9% and PLD's -13.5%. With dividends: KREF -57.1% (-15.6% a year), PLD +0.2% (+0.0% a year). Past returns do not predict future ones.

Which pays the higher dividend, KREF or PLD?

The dividend yield at today's price is 12.92% for KKR Real Estate Finance Trust and 3.28% for Prologis. Over the last twelve months they paid $0.70 and $4.22 per share.

Which has the higher profit margins, KKR Real Estate Finance Trust or Prologis?

Over the last twelve months, the net margin was -235.6% for KKR Real Estate Finance Trust and 45.8% for Prologis, and the operating margin – and 54.7%. Revenue was $85M and $9.2B.

Which is the better investment, KKR Real Estate Finance Trust or Prologis?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.