Digital Realty Trust Inc (DLR)vsUMH Properties Inc (UMH)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
UMH
UMH Properties Inc
$15.26
+1.26%
REAL ESTATE · Cap: $1.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 2274% more annual revenue ($6.31B vs $265.94M). DLR leads profitability with a 21.8% profit margin vs 11.0%. UMH appears more attractively valued with a PEG of 0.72. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
UMH
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.8%
Fair Value
$114.22
Current Price
$186.79
$72.57 premium
Margin of Safety
+62.8%
Fair Value
$43.40
Current Price
$15.26
$28.14 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
Reasonable price relative to book value
16.7% revenue growth
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 3.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 54.2%
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 : UMH
The strongest argument for UMH centers on PEG Ratio, Price/Book. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 49.8x leaves little room for execution misses.
Bear Case : UMH
The primary concerns for UMH are Market Cap, Return on Equity, P/E Ratio. A P/E of 150.2x leaves little room for execution misses.
Key Dynamics to Monitor
DLR profiles as a growth stock while UMH is a value 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
DLR scores higher overall (61/100 vs 51/100), backed by strong 21.8% margins and 16.7% revenue growth. UMH offers better value entry with a 62.8% margin of safety. 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 →UMH Properties Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UMH Properties, Inc., which was organized in 1968, is a publicly owned REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed lots.
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