Digital Realty Trust Inc (DLR)vsMFA Financial Inc (MFA)
DLR
Digital Realty Trust Inc
$188.18
-2.59%
REAL ESTATE · Cap: $67.13B
MFA
MFA Financial Inc
$9.17
-0.33%
REAL ESTATE · Cap: $933.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 2091% more annual revenue ($6.31B vs $288.15M). MFA leads profitability with a 46.7% profit margin vs 21.8%. MFA appears more attractively valued with a PEG of 2.48. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
MFA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.8%
Fair Value
$109.23
Current Price
$188.18
$78.95 premium
Margin of Safety
+47.5%
Fair Value
$18.53
Current Price
$9.17
$9.36 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 47 of every $100 in revenue as profit
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
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Revenue declined 46.5%
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 : MFA
The strongest argument for MFA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 46.7% and operating margin at -2.3%.
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 : MFA
The primary concerns for MFA are PEG Ratio, Market Cap, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while MFA is a declining play — different risk/reward profiles.
MFA carries more volatility with a beta of 1.50 — 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 47/100), backed by strong 21.8% margins and 16.7% revenue growth. MFA offers better value entry with a 47.5% margin of safety. 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 →MFA Financial Inc
REAL ESTATE · REIT - MORTGAGE · USA
MFA Financial, Inc., is a real estate investment trust (REIT) in the United States. The company is headquartered in New York, New York.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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