Digital Realty Trust Inc (DLR)vsExtra Space Storage Inc (EXR)
DLR
Digital Realty Trust Inc
$175.42
+0.38%
REAL ESTATE · Cap: $55.29B
EXR
Extra Space Storage Inc
$128.96
-1.17%
REAL ESTATE · Cap: $28.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 69% more annual revenue ($5.84B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 24.0%. EXR appears more attractively valued with a PEG of 5.57. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
EXR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$175.42
$5.23 discount
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$128.96
$18.29 discount
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
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
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
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
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 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 44.5%.
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 : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
DLR profiles as a mature stock while EXR is a value play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 57/100), backed by strong 24.0% margins and 11.1% 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 →Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?