Digital Realty Trust Inc (DLR)vsTrade Desk Inc (TTD)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
TTD
Trade Desk Inc
$23.59
-3.20%
COMMUNICATION SERVICES · Cap: $11.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 118% more annual revenue ($6.31B vs $2.90B). DLR leads profitability with a 21.8% profit margin vs 15.3%. TTD appears more attractively valued with a PEG of 0.94. TTD earns a higher WallStSmart Score of 69/100 (B-).
DLR
Buy61
out of 100
Grade: C+
TTD
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$200.94
$68.44 premium
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 69.4% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
16.7% revenue growth
Strong operational efficiency at 30.3%
Growing faster than its price suggests
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
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
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 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.17 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (69/100 vs 61/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong 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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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