Digital Realty Trust Inc (DLR)vsEquinix Inc (EQIX)
DLR
Digital Realty Trust Inc
$174.20
-0.27%
REAL ESTATE · Cap: $68.24B
EQIX
Equinix Inc
$1,012.71
+1.54%
REAL ESTATE · Cap: $100.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 50% more annual revenue ($10.15B vs $6.76B). EQIX leads profitability with a 16.2% profit margin vs 11.8%. EQIX appears more attractively valued with a PEG of 2.93. EQIX earns a higher WallStSmart Score of 58/100 (C).
DLR
Hold49
out of 100
Grade: D+
EQIX
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.2%
Fair Value
$117.80
Current Price
$174.20
$56.40 premium
Margin of Safety
-66.8%
Fair Value
$607.11
Current Price
$1012.71
$405.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Revenue surging 29.9% year-over-year
Large-cap with strong market position
Strong operational efficiency at 25.0%
Earnings expanding 29.4% YoY
Areas to Watch
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 58.7%
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DLR
The strongest argument for DLR centers on Market Cap, Price/Book, Operating Margin. Revenue growth of 29.9% demonstrates continued momentum.
Bull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 16.2% and operating margin at 25.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 76.2x leaves little room for execution misses.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 60.9x leaves little room for execution misses. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while EQIX is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.01 — expect wider price swings.
DLR is growing revenue faster at 29.9% — sustainability is the question.
DLR generates stronger free cash flow (149M), providing more financial flexibility.
Bottom Line
EQIX scores higher overall (58/100 vs 49/100), backed by strong 16.2% margins and 10.4% 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 →Equinix Inc
REAL ESTATE · REIT - SPECIALTY · USA
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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