Digital Realty Trust Inc (DLR)vsSeritage Growth Properties (SRG)
DLR
Digital Realty Trust Inc
$193.02
-1.01%
REAL ESTATE · Cap: $66.14B
SRG
Seritage Growth Properties
$2.63
-3.58%
REAL ESTATE · Cap: $149.82M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 40513% more annual revenue ($6.31B vs $15.55M). DLR leads profitability with a 21.8% profit margin vs 0.0%. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
SRG
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.6%
Fair Value
$114.41
Current Price
$193.02
$78.61 premium
Margin of Safety
-53.5%
Fair Value
$1.98
Current Price
$2.63
$0.65 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
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -25.9% — below average capital efficiency
Revenue declined 98.4%
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 : SRG
The strongest argument for SRG centers on Price/Book, Debt/Equity.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 49.0x leaves little room for execution misses.
Bear Case : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
DLR profiles as a growth stock while SRG is a value play — different risk/reward profiles.
SRG carries more volatility with a beta of 2.21 — 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 24/100), backed by strong 21.8% margins and 16.7% revenue growth. Both earn "Buy" and "Avoid" 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 →Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
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