Digital Realty Trust Inc (DLR)vsFour Corners Property Trust Inc (FCPT)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.14B
FCPT
Four Corners Property Trust Inc
$24.70
+3.17%
REAL ESTATE · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1999% more annual revenue ($6.31B vs $300.82M). FCPT leads profitability with a 38.7% profit margin vs 21.8%. FCPT trades at a lower P/E of 22.8x. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
FCPT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.6%
Fair Value
$114.41
Current Price
$186.79
$72.38 premium
Margin of Safety
+32.0%
Fair Value
$37.14
Current Price
$24.70
$12.44 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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
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
0.6% earnings growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
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 : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 62.6%.
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 : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while FCPT is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.05 — 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 54/100), backed by strong 21.8% margins and 16.7% revenue growth. FCPT offers better value entry with a 32.0% margin of safety. Both earn "Buy" and "Buy" 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 →Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a distinguished real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. By focusing on single-tenant net lease agreements with well-established restaurant brands, FCPT aims to generate stable cash flows and promote sustainable growth. The company's commitment to proactive asset management and responsive leasing strategies enhances its adaptability to evolving market conditions, positioning FCPT to deliver consistent long-term value to its shareholders.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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