Digital Realty Trust Inc (DLR)vsEmpire State Realty Trust Inc (ESRT)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
ESRT
Empire State Realty Trust Inc
$5.57
-0.89%
REAL ESTATE · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 722% more annual revenue ($6.31B vs $767.81M). DLR leads profitability with a 21.8% profit margin vs 6.2%. DLR appears more attractively valued with a PEG of 12.57. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
ESRT
Buy56
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
+68.5%
Fair Value
$20.26
Current Price
$5.57
$14.69 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
Reasonable price relative to book value
Earnings expanding 75.4% 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
0.8% revenue growth
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
6.2% margin — thin
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 : ESRT
The strongest argument for ESRT centers on Price/Book, EPS 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 : ESRT
The primary concerns for ESRT are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
DLR profiles as a growth stock while ESRT is a value play — different risk/reward profiles.
ESRT carries more volatility with a beta of 1.39 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
ESRT generates stronger free cash flow (-8M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (61/100 vs 56/100), backed by strong 21.8% margins and 16.7% revenue growth. ESRT offers better value entry with a 68.5% 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 →Empire State Realty Trust Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
Empire State Realty Trust, Inc. (NYSE: ESRT), a major real estate investment trust (REIT), owns, manages, operates, acquires and repositions offices and retail properties in Manhattan and the New York metropolitan area, including the Empire State Building, the?
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?