Digital Realty Trust Inc (DLR)vsGaming & Leisure Properties (GLPI)
DLR
Digital Realty Trust Inc
$176.43
+0.98%
REAL ESTATE · Cap: $55.29B
GLPI
Gaming & Leisure Properties
$45.63
-0.78%
REAL ESTATE · Cap: $13.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 266% more annual revenue ($5.84B vs $1.59B). GLPI leads profitability with a 51.7% profit margin vs 24.0%. GLPI appears more attractively valued with a PEG of 8.08. GLPI earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy59
out of 100
Grade: C
GLPI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$176.43
$4.22 discount
Margin of Safety
+58.2%
Fair Value
$110.68
Current Price
$45.63
$65.05 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
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 89.3%
Attractively priced relative to earnings
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
4.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
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 : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 51.7% and operating margin at 89.3%.
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 : GLPI
The primary concerns for GLPI are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
DLR profiles as a mature stock while GLPI is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.12 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
GLPI generates stronger free cash flow (96M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (61/100 vs 59/100), backed by strong 51.7% margins. 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 →Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of gaming and related facility assets across the United States. The company operates a well-diversified portfolio, leasing properties to established gaming operators, which enables it to generate stable and resilient income streams buoyed by robust demand in the gaming sector. With its innovative investment approach, GLPI not only maximizes rental income but also provides operational flexibility to tenants, making it well-positioned to leverage emerging trends in the gaming and entertainment industries. For institutional investors seeking a strategic entry point into the intersection of real estate and gaming, GLPI represents a compelling investment opportunity aimed at delivering consistent returns.
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