Digital Realty Trust Inc (DLR)vsVornado Realty Trust (VNO)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
VNO
Vornado Realty Trust
$29.35
-3.14%
REAL ESTATE · Cap: $6.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 239% more annual revenue ($6.31B vs $1.86B). VNO leads profitability with a 48.5% profit margin vs 21.8%. VNO appears more attractively valued with a PEG of 7.37. VNO earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
VNO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$200.94
$68.44 premium
Margin of Safety
+46.2%
Fair Value
$56.25
Current Price
$29.35
$26.90 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
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
Expensive relative to growth rate
Revenue declined 8.1%
Negative free cash flow — burning cash
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 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.5% and operating margin at 13.6%.
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 : VNO
The primary concerns for VNO are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
DLR profiles as a growth stock while VNO is a declining play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.51 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
VNO generates stronger free cash flow (-563M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (61/100 vs 61/100), backed by strong 21.8% margins and 16.7% revenue growth. VNO offers better value entry with a 46.2% 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 →Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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