Digital Realty Trust Inc (DLR)vsLamar Advertising Company (LAMR)
DLR
Digital Realty Trust Inc
$176.43
+0.98%
REAL ESTATE · Cap: $55.29B
LAMR
Lamar Advertising Company
$126.47
-0.82%
REAL ESTATE · Cap: $12.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 158% more annual revenue ($5.84B vs $2.27B). LAMR leads profitability with a 25.9% profit margin vs 24.0%. LAMR appears more attractively valued with a PEG of 2.20. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
LAMR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$176.43
$4.22 discount
Margin of Safety
-241.0%
Fair Value
$38.90
Current Price
$126.47
$87.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.3% YoY
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Every $100 of equity generates 57 in profit
Strong operational efficiency at 32.9%
Keeps 26 of every $100 in revenue as profit
Areas to Watch
ROE of 5.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 12.7x book value
2.3% revenue growth
Earnings declined 2.8%
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 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 25.9% and operating margin at 32.9%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 41.0x leaves little room for execution misses.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
DLR profiles as a mature stock while LAMR is a value play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.23 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
LAMR generates stronger free cash flow (245M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 58/100), backed by strong 24.0% margins and 11.1% revenue growth. 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 →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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