Digital Realty Trust Inc (DLR)vsEmpire State Realty OP LP ES (ESBA)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.14B
ESBA
Empire State Realty OP LP ES
$5.57
+0.36%
REAL ESTATE · Cap: $1.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 713% more annual revenue ($6.31B vs $776.71M). DLR leads profitability with a 21.8% profit margin vs 7.8%. ESBA trades at a lower P/E of 25.2x. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
ESBA
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.8%
Fair Value
$114.22
Current Price
$186.79
$72.57 premium
Margin of Safety
+82.4%
Fair Value
$36.14
Current Price
$5.57
$30.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 67.6% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
16.7% revenue growth
Reasonable price relative to book value
Areas to Watch
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Moderate valuation
4.9% revenue growth
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : DLR
The strongest argument for DLR centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 21.8% and operating margin at 17.2%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : ESBA
The strongest argument for ESBA centers on Price/Book.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 49.0x leaves little room for execution misses.
Bear Case : ESBA
The primary concerns for ESBA are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.21 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while ESBA is a value play — different risk/reward profiles.
ESBA carries more volatility with a beta of 1.41 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (61/100 vs 41/100), backed by strong 21.8% margins and 16.7% revenue growth. ESBA offers better value entry with a 82.4% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Digital Realty Trust Inc
REAL ESTATE · REIT - SPECIALTY · USA
Digital Realty Trust, Inc. is a real estate investment trust that invests in carrier-neutral data centers and provides colocation and peering services.
Visit Website →Empire State Realty OP LP ES
REAL ESTATE · REIT - OFFICE · USA
Empire State Realty OP, L.P. is a subsidiary of Empire State Realty Trust, Inc.
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