Digital Realty Trust Inc (DLR)vsTerreno Realty Corporation (TRNO)
DLR
Digital Realty Trust Inc
$193.80
+0.64%
REAL ESTATE · Cap: $72.97B
TRNO
Terreno Realty Corporation
$68.76
+0.90%
REAL ESTATE · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1278% more annual revenue ($6.76B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 11.8%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 68/100 (B-).
DLR
Hold49
out of 100
Grade: D+
TRNO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.4%
Fair Value
$116.88
Current Price
$193.80
$76.92 premium
Margin of Safety
+69.0%
Fair Value
$211.33
Current Price
$68.76
$142.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Revenue surging 29.9% year-over-year
Keeps 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 58.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DLR
The strongest argument for DLR centers on Market Cap, Price/Book, Operating Margin. Revenue growth of 29.9% demonstrates continued momentum.
Bull Case : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 86.5% and operating margin at 40.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 245.4x leaves little room for execution misses.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
DLR profiles as a growth stock while TRNO is a mature play — different risk/reward profiles.
TRNO carries more volatility with a beta of 1.06 — expect wider price swings.
DLR is growing revenue faster at 29.9% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (68/100 vs 49/100), backed by strong 86.5% margins and 12.7% revenue growth. Both earn "Strong 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 →Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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