Digital Realty Trust Inc (DLR)vsSterling Construction Company Inc (STRL)
DLR
Digital Realty Trust Inc
$188.51
-2.25%
REAL ESTATE · Cap: $69.15B
STRL
Sterling Construction Company Inc
$848.84
-4.52%
INDUSTRIALS · Cap: $26.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 119% more annual revenue ($6.31B vs $2.88B). DLR leads profitability with a 21.8% profit margin vs 12.0%. STRL appears more attractively valued with a PEG of 3.55. STRL earns a higher WallStSmart Score of 63/100 (C+).
DLR
Buy59
out of 100
Grade: C
STRL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$132.27
Current Price
$188.51
$56.24 premium
Intrinsic value data unavailable for STRL.
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
Every $100 of equity generates 37 in profit
Revenue surging 91.6% year-over-year
Earnings expanding 141.4% YoY
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
Premium valuation, high expectations priced in
Trading at 23.5x book value
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 : STRL
The strongest argument for STRL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 91.6% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 51.3x leaves little room for execution misses.
Bear Case : STRL
The primary concerns for STRL are PEG Ratio, P/E Ratio, Price/Book. A P/E of 77.5x leaves little room for execution misses.
Key Dynamics to Monitor
STRL carries more volatility with a beta of 1.64 — expect wider price swings.
STRL is growing revenue faster at 91.6% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STRL scores higher overall (63/100 vs 59/100) and 91.6% revenue growth. 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 →Sterling Construction Company Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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