Digital Realty Trust Inc (DLR)vsMotorola Solutions Inc (MSI)
DLR
Digital Realty Trust Inc
$200.94
+3.28%
REAL ESTATE · Cap: $71.36B
MSI
Motorola Solutions Inc
$439.03
+2.28%
TECHNOLOGY · Cap: $72.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 85% more annual revenue ($11.68B vs $6.31B). DLR leads profitability with a 21.8% profit margin vs 18.4%. MSI appears more attractively valued with a PEG of 2.35. MSI earns a higher WallStSmart Score of 62/100 (C+).
DLR
Buy61
out of 100
Grade: C+
MSI
Buy62
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
Intrinsic value data unavailable for MSI.
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
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Generating 1.1B in free cash flow
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
Weak financial health signals
Trading at 30.2x 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 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% 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 : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
DLR profiles as a growth stock while MSI is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.09 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MSI scores higher overall (62/100 vs 61/100), backed by strong 18.4% margins and 12.3% 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 →Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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