Digital Realty Trust Inc (DLR)vsGoldman Sachs Group Inc (GS)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
GS
Goldman Sachs Group Inc
$923.77
+2.01%
FINANCIAL SERVICES · Cap: $274.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Goldman Sachs Group Inc generates 875% more annual revenue ($61.53B vs $6.31B). GS leads profitability with a 29.4% profit margin vs 21.8%. GS appears more attractively valued with a PEG of 1.40. GS earns a higher WallStSmart Score of 75/100 (B).
DLR
Buy61
out of 100
Grade: C+
GS
Strong Buy75
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
Intrinsic value data unavailable for GS.
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
Mega-cap, among the largest globally
Strong operational efficiency at 38.4%
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 24.3% YoY
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
Negative free cash flow — burning cash
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 : GS
The strongest argument for GS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 38.4%. Revenue growth of 14.5% demonstrates continued momentum.
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 : GS
The primary concerns for GS are Free Cash Flow.
Key Dynamics to Monitor
DLR profiles as a growth stock while GS is a mature play — different risk/reward profiles.
GS carries more volatility with a beta of 1.31 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
DLR generates stronger free cash flow (-2.5B), providing more financial flexibility.
Bottom Line
GS scores higher overall (75/100 vs 61/100), backed by strong 29.4% margins and 14.5% revenue growth. 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 →Goldman Sachs Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors.
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