Digital Realty Trust Inc (DLR)vsStrawberry Fields REIT LLC (STRW)
DLR
Digital Realty Trust Inc
$195.31
+0.27%
REAL ESTATE · Cap: $69.67B
STRW
Strawberry Fields REIT LLC
$12.82
-1.00%
REAL ESTATE · Cap: $714.85M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 3974% more annual revenue ($6.31B vs $155.00M). DLR leads profitability with a 21.8% profit margin vs 4.9%. STRW trades at a lower P/E of 20.0x. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
STRW
Hold46
out of 100
Grade: D+
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
+75.1%
Fair Value
$51.40
Current Price
$12.82
$38.58 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
Every $100 of equity generates 50 in profit
Strong operational efficiency at 52.4%
Revenue surging 31.5% 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
Trading at 14.1x book value
Smaller company, higher risk/reward
4.9% margin — thin
Earnings declined 10.1%
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 : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 31.5% demonstrates continued momentum.
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 : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
DLR profiles as a growth stock while STRW is a hypergrowth play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.08 — expect wider price swings.
STRW is growing revenue faster at 31.5% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 46/100), backed by strong 21.8% margins and 16.7% revenue growth. STRW offers better value entry with a 75.1% margin of safety. Both earn "Buy" and "Hold" 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 →Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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