Digital Realty Trust Inc (DLR)vsLamar Advertising Company (LAMR)
DLR
Digital Realty Trust Inc
$193.80
+0.64%
REAL ESTATE · Cap: $72.97B
LAMR
Lamar Advertising Company
$160.93
+0.58%
REAL ESTATE · Cap: $16.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 195% more annual revenue ($6.76B vs $2.29B). LAMR leads profitability with a 24.0% profit margin vs 11.8%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 56/100 (C).
DLR
Hold49
out of 100
Grade: D+
LAMR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.4%
Fair Value
$116.88
Current Price
$193.80
$76.92 premium
Margin of Safety
-52.7%
Fair Value
$86.88
Current Price
$160.93
$74.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Revenue surging 29.9% year-over-year
Every $100 of equity generates 57 in profit
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 25.3%
Areas to Watch
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 58.7%
Expensive relative to growth rate
Moderate valuation
Trading at 16.8x book value
4.4% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : DLR
The strongest argument for DLR centers on Market Cap, Price/Book, Operating Margin. Revenue growth of 29.9% demonstrates continued momentum.
Bull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 25.3%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 245.4x leaves little room for execution misses.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 5.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while LAMR is a value play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.22 — expect wider price swings.
DLR is growing revenue faster at 29.9% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (56/100 vs 49/100), backed by strong 24.0% margins. 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 →Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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