Digital Realty Trust Inc (DLR)vsIndependence Realty Trust Inc (IRT)
DLR
Digital Realty Trust Inc
$188.51
-2.25%
REAL ESTATE · Cap: $69.15B
IRT
Independence Realty Trust Inc
$16.00
-1.54%
REAL ESTATE · Cap: $3.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 839% more annual revenue ($6.31B vs $672.38M). DLR leads profitability with a 21.8% profit margin vs 7.2%. IRT appears more attractively valued with a PEG of 4.57. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
IRT
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$132.27
Current Price
$188.51
$56.24 premium
Margin of Safety
+13.9%
Fair Value
$19.54
Current Price
$16.00
$3.54 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
Reasonable price relative to book value
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
2.3% revenue growth
ROE of 1.4% — below average capital efficiency
7.2% margin — thin
Weak financial health signals
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 : IRT
The strongest argument for IRT centers on Price/Book.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 51.3x leaves little room for execution misses.
Bear Case : IRT
The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 82.3x leaves little room for execution misses.
Key Dynamics to Monitor
DLR profiles as a growth stock while IRT 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 (59/100 vs 41/100), backed by strong 21.8% margins and 16.7% revenue growth. 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 →Independence Realty Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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