Digital Realty Trust Inc (DLR)vsMedtronic PLC (MDT)
DLR
Digital Realty Trust Inc
$194.56
-0.01%
REAL ESTATE · Cap: $71.36B
MDT
Medtronic PLC
$79.37
-3.09%
HEALTHCARE · Cap: $103.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 462% more annual revenue ($35.48B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 13.0%. MDT appears more attractively valued with a PEG of 1.38. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
MDT
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$194.56
$62.06 premium
Margin of Safety
+25.1%
Fair Value
$108.03
Current Price
$79.37
$28.66 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
Reasonable price relative to book value
16.7% revenue growth
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
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
Earnings declined 11.8%
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 21.8% and operating margin at 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin. PEG of 1.38 suggests the stock is reasonably priced for its 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 : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
DLR profiles as a growth stock while MDT is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.09 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
DLR scores higher overall (61/100 vs 58/100), backed by strong 21.8% margins and 16.7% revenue growth. MDT offers better value entry with a 25.1% 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 →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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