Digital Realty Trust Inc (DLR)vsGaming & Leisure Properties (GLPI)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
GLPI
Gaming & Leisure Properties
$47.17
+2.10%
REAL ESTATE · Cap: $13.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 290% more annual revenue ($6.31B vs $1.62B). GLPI leads profitability with a 55.1% profit margin vs 21.8%. GLPI appears more attractively valued with a PEG of 8.08. GLPI earns a higher WallStSmart Score of 67/100 (B-).
DLR
Buy61
out of 100
Grade: C+
GLPI
Strong Buy67
out of 100
Grade: B-
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
+23.3%
Fair Value
$60.27
Current Price
$47.17
$13.10 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
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 79.4%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 36.4% YoY
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
Elevated debt levels
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 21.8% and operating margin at 17.2%. Revenue growth of 16.7% 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 55.1% and operating margin at 79.4%.
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 : GLPI
The primary concerns for GLPI are Debt/Equity, PEG Ratio, Altman Z-Score. Debt-to-equity of 1.81 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while GLPI is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.08 — 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
GLPI scores higher overall (67/100 vs 61/100), backed by strong 55.1% margins. Both earn "Strong 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 acquiring and managing high-quality gaming and related facility assets across the United States. Its robust portfolio features long-term leases with reputable gaming operators, providing a reliable and resilient income stream fueled by robust sector demand. Utilizing an innovative investment approach, GLPI not only maximizes rental income but also affords its tenants operational flexibility, enabling the company to adapt to the dynamic gaming and entertainment landscape. With its strategic positioning, GLPI offers institutional investors a compelling opportunity to gain exposure to the growing intersection of real estate and the gaming industry, promising attractive and consistent returns.
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