Digital Realty Trust Inc (DLR)vsMoodys Corporation (MCO)
DLR
Digital Realty Trust Inc
$188.51
-2.25%
REAL ESTATE · Cap: $69.15B
MCO
Moodys Corporation
$428.90
-2.01%
FINANCIAL SERVICES · Cap: $76.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Moodys Corporation generates 25% more annual revenue ($7.87B vs $6.31B). MCO leads profitability with a 31.7% profit margin vs 21.8%. MCO appears more attractively valued with a PEG of 2.06. MCO earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy59
out of 100
Grade: C
MCO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$132.27
Current Price
$188.51
$56.24 premium
Intrinsic value data unavailable for MCO.
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
Every $100 of equity generates 71 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 45.7%
Large-cap with strong market position
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
Premium valuation, high expectations priced in
Trading at 25.0x book value
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 : MCO
The strongest argument for MCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.7% and operating margin at 45.7%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 51.3x leaves little room for execution misses.
Bear Case : MCO
The primary concerns for MCO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
DLR profiles as a growth stock while MCO is a mature play — different risk/reward profiles.
MCO carries more volatility with a beta of 1.37 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
MCO generates stronger free cash flow (844M), providing more financial flexibility.
Bottom Line
MCO scores higher overall (61/100 vs 59/100), backed by strong 31.7% margins. 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 →Moodys Corporation
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
Moody's Corporation, often referred to as Moody's, is an American business and financial services company. It is the holding company for Moody's Investors Service (MIS), an American credit rating agency, and Moody's Analytics (MA), an American provider of financial analysis software and services.
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