Digital Realty Trust Inc (DLR)vsGlobal Net Lease, Inc. (GNL)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
GNL
Global Net Lease, Inc.
$9.52
-0.31%
REAL ESTATE · Cap: $2.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1175% more annual revenue ($6.31B vs $495.29M). DLR leads profitability with a 21.8% profit margin vs -45.5%. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
GNL
Hold48
out of 100
Grade: D+
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
+50.5%
Fair Value
$19.95
Current Price
$9.52
$10.43 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
Reasonable price relative to book value
Strong operational efficiency at 36.0%
Earnings expanding 333.0% YoY
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
Elevated debt levels
Weak financial health signals
ROE of -7.0% — below average capital efficiency
Revenue declined 15.1%
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 : GNL
The strongest argument for GNL centers on Price/Book, Operating Margin, EPS 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 : GNL
The primary concerns for GNL are Debt/Equity, Piotroski F-Score, Return on Equity. Debt-to-equity of 1.74 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while GNL is a turnaround 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.
GNL generates stronger free cash flow (32M), 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. GNL offers better value entry with a 50.5% 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 →Global Net Lease, Inc.
REAL ESTATE · REIT - DIVERSIFIED · USA
Global Net Lease, Inc. (GNL) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a diversified range of commercial properties primarily leased to high-quality corporate tenants under long-term net lease agreements. The company focuses on diversification across various sectors and geographic regions, which supports its strategy to deliver consistent, risk-adjusted returns to shareholders. Leveraging a seasoned management team with expertise in the net lease market, GNL is strategically positioned to strengthen its presence in the commercial real estate sector while enhancing portfolio value and income potential for investors.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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