Digital Realty Trust Inc (DLR)vsW. R. Berkley Corp (WRB)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
WRB
W. R. Berkley Corp
$68.57
+3.41%
FINANCIAL SERVICES · Cap: $25.42B
Smart Verdict
WallStSmart Research — data-driven comparison
W. R. Berkley Corp generates 135% more annual revenue ($14.85B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 12.6%. WRB appears more attractively valued with a PEG of 3.99. WRB earns a higher WallStSmart Score of 65/100 (C+).
DLR
Buy61
out of 100
Grade: C+
WRB
Buy65
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
Intrinsic value data unavailable for WRB.
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
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
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
4.0% revenue growth
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 : WRB
The strongest argument for WRB centers on Debt/Equity, P/E Ratio, Price/Book.
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 : WRB
The primary concerns for WRB are Revenue Growth, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while WRB 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.
WRB generates stronger free cash flow (640M), providing more financial flexibility.
Bottom Line
WRB scores higher overall (65/100 vs 61/100). 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 →W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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