Digital Realty Trust Inc (DLR)vsNetstreit Corp (NTST)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
NTST
Netstreit Corp
$20.57
0.00%
REAL ESTATE · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 2963% more annual revenue ($6.31B vs $206.16M). DLR leads profitability with a 21.8% profit margin vs 5.3%. DLR trades at a lower P/E of 53.2x. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
NTST
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
$200.94
$68.44 premium
Margin of Safety
+56.3%
Fair Value
$44.05
Current Price
$20.57
$23.48 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
16.7% revenue growth
Reasonable price relative to book value
Strong operational efficiency at 37.7%
Earnings expanding 177.0% YoY
Revenue surging 24.3% year-over-year
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
ROE of 0.8% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : NTST
The strongest argument for NTST centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 24.3% demonstrates continued momentum.
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 : NTST
The primary concerns for NTST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 171.4x leaves little room for execution misses.
Key Dynamics to Monitor
DLR carries more volatility with a beta of 1.09 — expect wider price swings.
NTST is growing revenue faster at 24.3% — sustainability is the question.
NTST generates stronger free cash flow (-213M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLR scores higher overall (61/100 vs 58/100), backed by strong 21.8% margins and 16.7% revenue growth. NTST offers better value entry with a 56.3% 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 →Netstreit Corp
REAL ESTATE · REIT - RETAIL · USA
NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single tenant net lease retail properties nationwide.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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