Digital Realty Trust Inc (DLR)vsLamar Advertising Company (LAMR)
DLR
Digital Realty Trust Inc
$195.31
+0.27%
REAL ESTATE · Cap: $69.67B
LAMR
Lamar Advertising Company
$157.93
+4.45%
REAL ESTATE · Cap: $15.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 179% more annual revenue ($6.31B vs $2.27B). LAMR leads profitability with a 25.9% profit margin vs 21.8%. LAMR appears more attractively valued with a PEG of 2.20. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
LAMR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$132.27
Current Price
$195.31
$63.04 premium
Margin of Safety
-19.7%
Fair Value
$110.78
Current Price
$157.93
$47.15 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
16.7% revenue growth
Every $100 of equity generates 57 in profit
Strong operational efficiency at 32.9%
Keeps 26 of every $100 in revenue as profit
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
Moderate valuation
Trading at 15.8x book value
2.3% revenue growth
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 : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 25.9% and operating margin at 32.9%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 51.5x leaves little room for execution misses.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DLR profiles as a growth stock while LAMR is a value play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.21 — 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
DLR scores higher overall (59/100 vs 58/100), backed by strong 21.8% margins and 16.7% revenue growth. 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 →Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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