Digital Realty Trust Inc (DLR)vsMarcus & Millichap Inc (MMI)
DLR
Digital Realty Trust Inc
$195.31
+0.27%
REAL ESTATE · Cap: $69.67B
MMI
Marcus & Millichap Inc
$30.42
+3.05%
REAL ESTATE · Cap: $1.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 736% more annual revenue ($6.31B vs $755.16M). DLR leads profitability with a 21.8% profit margin vs -0.3%. MMI appears more attractively valued with a PEG of 1.82. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
MMI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$132.27
Current Price
$195.31
$63.04 premium
Margin of Safety
+46.8%
Fair Value
$49.10
Current Price
$30.42
$18.68 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
16.7% revenue growth
Earnings expanding 56.9% YoY
Reasonable price relative to book value
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
Expensive relative to growth rate
1.6% revenue growth
Smaller company, higher risk/reward
ROE of -0.3% — below average capital efficiency
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 : MMI
The strongest argument for MMI centers on EPS Growth, Price/Book.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 51.5x leaves little room for execution misses.
Bear Case : MMI
The primary concerns for MMI are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
DLR profiles as a growth stock while MMI is a turnaround play — different risk/reward profiles.
MMI carries more volatility with a beta of 1.26 — 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 (59/100 vs 51/100), backed by strong 21.8% margins and 16.7% revenue growth. MMI offers better value entry with a 46.8% 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 →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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