Digital Realty Trust Inc (DLR)vsMarcus & Millichap Inc (MMI)
DLR
Digital Realty Trust Inc
$197.06
+3.28%
REAL ESTATE · Cap: $72.97B
MMI
Marcus & Millichap Inc
$31.14
-0.06%
REAL ESTATE · Cap: $1.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 765% more annual revenue ($6.76B vs $781.59M). DLR leads profitability with a 11.8% profit margin vs -0.1%. MMI appears more attractively valued with a PEG of 1.82. MMI earns a higher WallStSmart Score of 51/100 (C-).
DLR
Hold49
out of 100
Grade: D+
MMI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.1%
Fair Value
$117.08
Current Price
$197.06
$79.98 premium
Margin of Safety
+12.3%
Fair Value
$29.79
Current Price
$31.14
$1.35 discount
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
Earnings expanding 56.9% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
18.2% revenue growth
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
Smaller company, higher risk/reward
Weak financial health signals
ROE of -0.1% — below average capital efficiency
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 : MMI
The strongest argument for MMI centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 18.2% demonstrates continued momentum.
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 : MMI
The primary concerns for MMI are PEG Ratio, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
MMI carries more volatility with a beta of 1.24 — expect wider price swings.
DLR is growing revenue faster at 29.9% — sustainability is the question.
DLR generates stronger free cash flow (149M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MMI scores higher overall (51/100 vs 49/100) and 18.2% 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 →Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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