Digital Realty Trust Inc (DLR)vsFirst Industrial Realty Trust Inc (FR)
DLR
Digital Realty Trust Inc
$175.42
+0.38%
REAL ESTATE · Cap: $55.29B
FR
First Industrial Realty Trust Inc
$57.18
-1.70%
REAL ESTATE · Cap: $7.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 703% more annual revenue ($5.84B vs $727.56M). FR leads profitability with a 34.0% profit margin vs 24.0%. FR appears more attractively valued with a PEG of 3.74. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
FR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$175.42
$5.23 discount
Margin of Safety
-2.0%
Fair Value
$58.19
Current Price
$57.18
$1.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.3% YoY
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
Reasonable price relative to book value
Areas to Watch
ROE of 5.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
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 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.0% and operating margin at 42.1%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 41.0x leaves little room for execution misses.
Bear Case : FR
The primary concerns for FR are P/E Ratio, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
DLR carries more volatility with a beta of 1.12 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
FR generates stronger free cash flow (-508M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLR scores higher overall (59/100 vs 58/100), backed by strong 24.0% margins and 11.1% revenue growth. 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 →First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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