Digital Realty Trust Inc (DLR)vsJBG SMITH Properties (JBGS)
DLR
Digital Realty Trust Inc
$193.19
+2.66%
REAL ESTATE · Cap: $67.13B
JBGS
JBG SMITH Properties
$14.08
-3.10%
REAL ESTATE · Cap: $1.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1152% more annual revenue ($6.31B vs $504.51M). DLR leads profitability with a 21.8% profit margin vs -22.2%. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
JBGS
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.8%
Fair Value
$109.23
Current Price
$193.19
$83.96 premium
Margin of Safety
-0.5%
Fair Value
$16.03
Current Price
$14.08
$1.95 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
Reasonable price relative to book value
Earnings expanding 59.5% YoY
Areas to Watch
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
Operating margin of 1.1%
ROE of -9.8% — below average capital efficiency
Negative free cash flow — burning cash
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 : JBGS
The strongest argument for JBGS centers on Price/Book, EPS Growth.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Bear Case : JBGS
The primary concerns for JBGS are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 2.26 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while JBGS is a turnaround play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.05 — 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 46/100), 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 →JBG SMITH Properties
REAL ESTATE · REIT - DIVERSIFIED · USA
JBG SMITH is an S&P 400 company that owns, operates, invests, and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?