Digital Realty Trust Inc (DLR)vsKinder Morgan Inc (KMI)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
KMI
Kinder Morgan Inc
$31.71
+1.85%
ENERGY · Cap: $69.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 178% more annual revenue ($17.52B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 18.9%. KMI appears more attractively valued with a PEG of 3.68. KMI earns a higher WallStSmart Score of 68/100 (B-).
DLR
Buy61
out of 100
Grade: C+
KMI
Strong Buy68
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
-43.3%
Fair Value
$21.84
Current Price
$31.71
$9.87 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.9%
Earnings expanding 36.0% 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 : KMI
The strongest argument for KMI centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 29.9%. Revenue growth of 13.8% demonstrates continued momentum.
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 : KMI
The primary concerns for KMI are Debt/Equity, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while KMI 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.
KMI generates stronger free cash flow (687M), providing more financial flexibility.
Bottom Line
KMI scores higher overall (68/100 vs 61/100), backed by strong 18.9% margins and 13.8% 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 →Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
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