Digital Realty Trust Inc (DLR)vsGladstone Commercial Corporation (GOOD)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
GOOD
Gladstone Commercial Corporation
$12.38
-1.98%
REAL ESTATE · Cap: $622.53M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 3710% more annual revenue ($6.31B vs $165.74M). DLR leads profitability with a 21.8% profit margin vs 12.7%. DLR appears more attractively valued with a PEG of 12.47. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
GOOD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.8%
Fair Value
$114.22
Current Price
$186.79
$72.57 premium
Margin of Safety
+75.0%
Fair Value
$46.22
Current Price
$12.38
$33.84 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
Strong operational efficiency at 39.8%
Earnings expanding 84.4% YoY
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
Weak financial health signals
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 17.2%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : GOOD
The strongest argument for GOOD centers on Operating Margin, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 49.8x leaves little room for execution misses.
Bear Case : GOOD
The primary concerns for GOOD are Market Cap, Piotroski F-Score, PEG Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.16 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while GOOD is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.08 — 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 59/100), backed by strong 21.8% margins and 16.7% revenue growth. GOOD offers better value entry with a 75.0% margin of safety. 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 →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.
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