Digital Realty Trust Inc (DLR)vsPublic Storage (PSA)
DLR
Digital Realty Trust Inc
$173.88
+0.16%
REAL ESTATE · Cap: $67.48B
PSA
Public Storage
$318.04
-1.99%
REAL ESTATE · Cap: $56.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 30% more annual revenue ($6.31B vs $4.87B). PSA leads profitability with a 39.1% profit margin vs 21.8%. PSA appears more attractively valued with a PEG of 4.67. PSA earns a higher WallStSmart Score of 62/100 (C+).
DLR
Buy61
out of 100
Grade: C+
PSA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.1%
Fair Value
$109.05
Current Price
$173.88
$64.83 premium
Margin of Safety
-2.7%
Fair Value
$286.23
Current Price
$318.04
$31.81 premium
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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Earnings expanding 32.8% YoY
Areas to Watch
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 11.4x book value
3.2% revenue growth
Elevated debt levels
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.3%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 46.7x leaves little room for execution misses.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
DLR profiles as a growth stock while PSA is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.05 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
PSA generates stronger free cash flow (625M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (62/100 vs 61/100), backed by strong 39.1% margins. 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 →Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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