Digital Realty Trust Inc (DLR)vsFidelity National Information Services Inc (FIS)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
FIS
Fidelity National Information Services Inc
$46.53
+0.67%
TECHNOLOGY · Cap: $23.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 69% more annual revenue ($10.68B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 3.6%. FIS appears more attractively valued with a PEG of 0.26. FIS earns a higher WallStSmart Score of 67/100 (B-).
DLR
Buy61
out of 100
Grade: C+
FIS
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$200.94
$68.44 premium
Margin of Safety
+24.6%
Fair Value
$64.05
Current Price
$46.53
$17.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 69.4% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
16.7% revenue growth
Growing faster than its price suggests
Earnings expanding 88.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Areas to Watch
ROE of 5.7% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
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 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : FIS
The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : FIS
The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 63.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DLR profiles as a growth stock while FIS is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.09 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
FIS generates stronger free cash flow (779M), providing more financial flexibility.
Bottom Line
FIS scores higher overall (67/100 vs 61/100). Both earn "Strong 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 →Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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