ARI vs PLD: Which Is the Better Dividend Stock?
As of Oct 23, 2026, PLD (Prologis, Inc.) screens as the stronger dividend stock, winning 6 of 8 head-to-head metrics. ARI offers the higher yield at 15.87%, PLD has the higher dividend-safety score, and ARI looks like the better value (its fair-value estimate is 163% above its share price).
Key facts: ARI vs PLD
Data as of · Source: SmarterDividends data
- As of Oct 23, 2026, Apollo Commercial Real Estate Finance, Inc. (ARI) has the higher forward dividend yield at 15.87%, versus 3.38% for Prologis, Inc. (PLD).
- As of Oct 23, 2026, SmarterDividends grades ARI's dividend safety D (49/100) and PLD's B (78/100).
- By SmarterDividends' count as of Oct 23, 2026, ARI has raised its dividend for 0 consecutive years and PLD for 12.
- As of Oct 23, 2026, ARI pays out 94% of its earnings as dividends and PLD pays out 92%.
- As of Oct 23, 2026, ARI's fair-value estimate is 163% above its share price and PLD's fair-value estimate is 38% below its share price, so ARI looks like the better value of the two on SmarterDividends' blended model.
Cite this page
SmarterDividends, "ARI vs PLD: Dividend Yield, Safety & Value Compared," updated Oct 23, 2026, https://smarterdividends.com/compare/ari-vs-pld
| Metric | ARI | PLD |
|---|---|---|
| Forward yield | 15.87% | 3.38% |
| Annual dividend | $1.00 | $4.28 |
| Payout ratio | 94% | 92% |
| Years of growth | 0 yr | 12 yr |
| 5-yr dividend growth | -7.2% | 11.7% |
| 5-yr total return | -53% | -17% |
| Dividend safety score | 49 (D) | 78 (B) |
| Fair value estimate | $16.56 | $77.96 |
| Upside to fair value | +163% | -38% |
| Frequency | quarterly | quarterly |
| Market cap | $807.7M | $123.1B |
| P/E ratio | 7.9 | 28.1 |
Higher yield
ARI
15.87%
Safer dividend
PLD
Grade B
Faster growth
PLD
11.7%
Better value
ARI
+163% upside
ARI vs PLD — FAQ
Is ARI or PLD a better dividend stock?
On the data, PLD wins more head-to-head categories (6 vs 2). ARI offers the higher yield (15.87%), while PLD has the stronger dividend-safety score. The right pick depends on whether you prioritise income, safety or value.
Which has a higher dividend yield, ARI or PLD?
ARI has the higher forward dividend yield at 15.87%, versus 3.38% for PLD.
Is ARI or PLD safer?
PLD has the higher dividend-safety score (78/100 vs 49/100), reflecting stronger payout coverage and dividend-growth history.
Is ARI or PLD better value right now?
As of Oct 23, 2026, ARI looks like the better value: its fair-value estimate is 163% above its share price (undervalued). For PLD, its fair-value estimate is 38% below its share price.
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See more dividend stock comparisons · data refreshes daily · for informational purposes only, not investment advice.