Digital Realty Trust Inc (DLR)vsFarmland Partners Inc (FPI)
DLR
Digital Realty Trust Inc
$176.32
-1.01%
REAL ESTATE · Cap: $69.04B
FPI
Farmland Partners Inc
$9.71
+0.49%
REAL ESTATE · Cap: $429.46M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 12133% more annual revenue ($6.31B vs $51.61M). FPI leads profitability with a 58.4% profit margin vs 21.8%. FPI trades at a lower P/E of 16.4x. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
FPI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.6%
Fair Value
$114.41
Current Price
$176.32
$61.91 premium
Margin of Safety
+55.9%
Fair Value
$27.51
Current Price
$9.71
$17.80 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
Keeps 58 of every $100 in revenue as profit
Strong operational efficiency at 35.1%
Attractively priced relative to earnings
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
Smaller company, higher risk/reward
ROE of 6.5% — below average capital efficiency
Revenue declined 1.7%
Earnings declined 66.3%
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 : FPI
The strongest argument for FPI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 58.4% and operating margin at 35.1%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Bear Case : FPI
The primary concerns for FPI are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
DLR profiles as a growth stock while FPI is a declining 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 48/100), backed by strong 21.8% margins and 16.7% revenue growth. FPI offers better value entry with a 55.9% 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 →Farmland Partners Inc
REAL ESTATE · REIT - SPECIALTY · USA
Farmland Partners Inc. (FPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of high-quality agricultural land throughout the United States. The company strategically leases its properties to experienced farmers, generating reliable cash flows while capitalizing on the burgeoning agricultural sector. With a strong commitment to sustainable farming practices and a well-diversified portfolio, FPI is well-equipped to respond to the rising global food demand. Its operational excellence and proactive approach position Farmland Partners to seize emerging opportunities in the agricultural landscape, delivering long-term value for its investors.
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