Digital Realty Trust Inc (DLR)vsUrban Edge Properties (UE)
DLR
Digital Realty Trust Inc
$195.31
+0.27%
REAL ESTATE · Cap: $69.67B
UE
Urban Edge Properties
$21.61
-1.91%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1220% more annual revenue ($6.31B vs $478.29M). UE leads profitability with a 22.6% profit margin vs 21.8%. UE appears more attractively valued with a PEG of 6.59. UE earns a higher WallStSmart Score of 64/100 (C+).
DLR
Buy59
out of 100
Grade: C
UE
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.2%
Fair Value
$132.05
Current Price
$195.31
$63.26 premium
Margin of Safety
+20.4%
Fair Value
$26.00
Current Price
$21.61
$4.39 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
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
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
Expensive relative to growth rate
Distress zone — elevated risk
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 : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
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 : UE
The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while UE is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.08 — 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
UE scores higher overall (64/100 vs 59/100), backed by strong 22.6% margins. 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 →Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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