Digital Realty Trust Inc (DLR)vsGladstone Commercial Corporation (GOOD)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
GOOD
Gladstone Commercial Corporation
$12.61
+0.24%
REAL ESTATE · Cap: $609.93M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 3814% more annual revenue ($6.31B vs $161.34M). DLR leads profitability with a 21.8% profit margin vs 11.9%. DLR appears more attractively valued with a PEG of 12.57. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
GOOD
Hold49
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
+76.4%
Fair Value
$49.00
Current Price
$12.61
$36.39 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
Strong operational efficiency at 40.0%
16.3% revenue growth
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
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
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 : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 90.0x leaves little room for execution misses.
Key Dynamics to Monitor
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.
GOOD generates stronger free cash flow (-2M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLR scores higher overall (61/100 vs 49/100), backed by strong 21.8% margins and 16.7% revenue growth. GOOD offers better value entry with a 76.4% 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 →Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?