Digital Realty Trust Inc (DLR)vsIndustrial Logistics Properties Trust (ILPT)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
ILPT
Industrial Logistics Properties Trust
$7.43
-1.07%
REAL ESTATE · Cap: $505.23M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1307% more annual revenue ($6.31B vs $448.85M). DLR leads profitability with a 21.8% profit margin vs -14.7%. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
ILPT
Buy52
out of 100
Grade: C-
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
+82.5%
Fair Value
$31.19
Current Price
$7.43
$23.76 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 33.7%
Earnings expanding 56.5% 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
3.1% revenue growth
Smaller company, higher risk/reward
ROE of -10.7% — below average capital efficiency
Currently unprofitable
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 : ILPT
The strongest argument for ILPT 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 : ILPT
The primary concerns for ILPT are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
DLR profiles as a growth stock while ILPT is a turnaround play — different risk/reward profiles.
ILPT carries more volatility with a beta of 2.40 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
ILPT generates stronger free cash flow (16M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (61/100 vs 52/100), backed by strong 21.8% margins and 16.7% revenue growth. ILPT offers better value entry with a 82.5% 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 →Industrial Logistics Properties Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
ILPT is a real estate investment trust, or REIT, that owns and rents industrial and logistics properties throughout the United States. The company is headquartered in Newton, MA.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?