Digital Realty Trust Inc (DLR)vsGranite Real Estate Investment Trust (GRTUF)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
GRTUF
Granite Real Estate Investment Trust
$67.50
+2.20%
REAL ESTATE · Cap: $4.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 922% more annual revenue ($6.31B vs $617.89M). GRTUF leads profitability with a 55.4% profit margin vs 21.8%. GRTUF trades at a lower P/E of 16.1x. GRTUF earns a higher WallStSmart Score of 67/100 (B-).
DLR
Buy61
out of 100
Grade: C+
GRTUF
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$200.94
$68.44 premium
Margin of Safety
+7.7%
Fair Value
$69.84
Current Price
$67.50
$2.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 69.4% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
16.7% revenue growth
Reasonable price relative to book value
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 74.0%
Earnings expanding 67.4% YoY
Attractively priced relative to earnings
Areas to Watch
ROE of 5.7% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.1% — below average capital efficiency
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 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 55.4% and operating margin at 74.0%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Key Dynamics to Monitor
DLR profiles as a growth stock while GRTUF is a mature play — different risk/reward profiles.
DLR is growing revenue faster at 16.7% — sustainability is the question.
GRTUF generates stronger free cash flow (84M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GRTUF scores higher overall (67/100 vs 61/100), backed by strong 55.4% 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 →Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
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