Digital Realty Trust Inc (DLR)vsWoodside Energy Group Ltd (WDS)
DLR
Digital Realty Trust Inc
$194.56
-0.01%
REAL ESTATE · Cap: $71.36B
WDS
Woodside Energy Group Ltd
$24.00
+3.18%
ENERGY · Cap: $43.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Woodside Energy Group Ltd generates 106% more annual revenue ($12.98B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 20.9%. WDS appears more attractively valued with a PEG of 1.33. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
WDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$194.56
$62.06 premium
Margin of Safety
+31.7%
Fair Value
$27.46
Current Price
$24.00
$3.46 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
Reasonable price relative to book value
16.7% revenue growth
Reasonable price relative to book value
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
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
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Revenue declined 11.1%
Earnings declined 14.4%
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 : WDS
The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 suggests the stock is reasonably priced for its growth.
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 : WDS
The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
DLR profiles as a growth stock while WDS is a declining play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.09 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
WDS generates stronger free cash flow (417M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (61/100 vs 53/100), backed by strong 21.8% margins and 16.7% revenue growth. WDS offers better value entry with a 31.7% 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 →Woodside Energy Group Ltd
ENERGY · OIL & GAS E&P · USA
Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?