Digital Realty Trust Inc (DLR)vsEnergy Transfer LP (ET)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
ET
Energy Transfer LP
$19.62
-0.89%
ENERGY · Cap: $67.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Transfer LP generates 1362% more annual revenue ($92.29B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 4.7%. ET appears more attractively valued with a PEG of 0.58. ET earns a higher WallStSmart Score of 65/100 (C+).
DLR
Buy61
out of 100
Grade: C+
ET
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
Margin of Safety
+86.0%
Fair Value
$138.44
Current Price
$19.61
$118.83 discount
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
Revenue surging 32.1% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 1.5B in free cash flow
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
4.7% margin — thin
Weak financial health signals
Earnings declined 3.6%
Elevated debt levels
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 : ET
The strongest argument for ET centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 32.1% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
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 : ET
The primary concerns for ET are Profit Margin, Piotroski F-Score, EPS Growth. Debt-to-equity of 2.06 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
DLR profiles as a growth stock while ET is a hypergrowth play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.08 — expect wider price swings.
ET is growing revenue faster at 32.1% — sustainability is the question.
ET generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
ET scores higher overall (65/100 vs 61/100) and 32.1% revenue growth. 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 →Energy Transfer LP
ENERGY · OIL & GAS MIDSTREAM · USA
Energy Transfer LP offers energy related services. The company is headquartered in Dallas, Texas.
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