Digital Realty Trust Inc (DLR)vsWeyerhaeuser Company (WY)
DLR
Digital Realty Trust Inc
$176.43
+0.98%
REAL ESTATE · Cap: $55.29B
WY
Weyerhaeuser Company
$23.65
+0.47%
REAL ESTATE · Cap: $16.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Weyerhaeuser Company generates 18% more annual revenue ($6.91B vs $5.84B). DLR leads profitability with a 24.0% profit margin vs 4.7%. WY appears more attractively valued with a PEG of 1.86. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
WY
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$176.43
$4.22 discount
Margin of Safety
-785.6%
Fair Value
$3.06
Current Price
$23.65
$20.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.3% YoY
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
ROE of 5.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of 3.4% — below average capital efficiency
4.7% margin — thin
Weak financial health signals
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 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : WY
The strongest argument for WY centers on Price/Book.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 41.0x leaves little room for execution misses.
Bear Case : WY
The primary concerns for WY are PEG Ratio, Return on Equity, Profit Margin. A P/E of 52.3x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
DLR profiles as a mature stock while WY is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.12 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
WY generates stronger free cash flow (-431M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 41/100), backed by strong 24.0% margins and 11.1% revenue growth. Both earn "Buy" and "Hold" 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 →Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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