Digital Realty Trust Inc (DLR)vsKilroy Realty Corp (KRC)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
KRC
Kilroy Realty Corp
$32.90
-3.58%
REAL ESTATE · Cap: $3.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 468% more annual revenue ($6.31B vs $1.11B). DLR leads profitability with a 21.8% profit margin vs 19.6%. KRC appears more attractively valued with a PEG of 1.82. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
KRC
Buy56
out of 100
Grade: C
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
+50.8%
Fair Value
$65.50
Current Price
$32.90
$32.60 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
Attractively priced relative to earnings
Strong operational efficiency at 22.5%
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
Expensive relative to growth rate
ROE of 4.4% — below average capital efficiency
Revenue declined 0.3%
Earnings declined 79.0%
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 : KRC
The strongest argument for KRC centers on Price/Book, P/E Ratio, Operating Margin. Profitability is solid with margins at 19.6% and operating margin at 22.5%.
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 : KRC
The primary concerns for KRC are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
DLR profiles as a growth stock while KRC is a declining play — different risk/reward profiles.
KRC carries more volatility with a beta of 1.10 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLR scores higher overall (61/100 vs 56/100), backed by strong 21.8% margins and 16.7% revenue growth. KRC offers better value entry with a 50.8% margin of safety. 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 →Kilroy Realty Corp
REAL ESTATE · REIT - OFFICE · USA
Kilroy Realty Corporation (NYSE: KRC, the?
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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