Digital Realty Trust Inc (DLR)vsExtra Space Storage Inc (EXR)
DLR
Digital Realty Trust Inc
$190.00
-0.75%
REAL ESTATE · Cap: $69.15B
EXR
Extra Space Storage Inc
$144.31
-1.03%
REAL ESTATE · Cap: $31.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 82% more annual revenue ($6.31B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 21.8%. EXR appears more attractively valued with a PEG of 6.24. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
EXR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-53.1%
Fair Value
$114.03
Current Price
$190.00
$75.97 premium
Margin of Safety
-7.2%
Fair Value
$132.91
Current Price
$144.31
$11.40 premium
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
Strong operational efficiency at 44.0%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
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
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — 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 21.8% and operating margin at 17.2%. Revenue growth of 16.7% 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 27.1% and operating margin at 44.0%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 51.3x 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 growth stock while EXR is a value play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.23 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 51/100), backed by strong 21.8% margins and 16.7% 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
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