Digital Realty Trust Inc (DLR)vsHost Hotels & Resorts Inc (HST)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
HST
Host Hotels & Resorts Inc
$24.62
+0.70%
REAL ESTATE · Cap: $17.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 2% more annual revenue ($6.31B vs $6.18B). DLR leads profitability with a 21.8% profit margin vs 16.4%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 64/100 (C+).
DLR
Buy61
out of 100
Grade: C+
HST
Buy64
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
-5.0%
Fair Value
$19.00
Current Price
$24.62
$5.62 premium
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
Earnings expanding 105.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
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
Expensive relative to growth rate
2.8% revenue growth
Distress zone — elevated risk
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 : HST
The strongest argument for HST centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 19.2%.
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 : HST
The primary concerns for HST are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while HST is a value play — different risk/reward profiles.
HST carries more volatility with a beta of 1.13 — 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
HST scores higher overall (64/100 vs 61/100), backed by strong 16.4% margins. 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 →Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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