Digital Realty Trust Inc (DLR)vsNew England Realty Associates LP (NEN)
DLR
Digital Realty Trust Inc
$188.18
-2.59%
REAL ESTATE · Cap: $67.13B
NEN
New England Realty Associates LP
$57.00
0.00%
REAL ESTATE · Cap: $196.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 6608% more annual revenue ($6.31B vs $94.12M). DLR leads profitability with a 21.8% profit margin vs -1.8%. DLR earns a higher WallStSmart Score of 61/100 (C+).
DLR
Buy61
out of 100
Grade: C+
NEN
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-59.8%
Fair Value
$109.23
Current Price
$188.18
$78.95 premium
Intrinsic value data unavailable for NEN.
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
Conservative balance sheet, low leverage
16.4% revenue growth
Generating 2.3B in free cash flow
Areas to Watch
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
2.4% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Weak financial health signals
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 : NEN
The strongest argument for NEN centers on Debt/Equity, Revenue Growth, Free Cash Flow. Revenue growth of 16.4% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Bear Case : NEN
The primary concerns for NEN are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
DLR carries more volatility with a beta of 1.05 — expect wider price swings.
DLR is growing revenue faster at 16.7% — sustainability is the question.
NEN generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DLR scores higher overall (61/100 vs 25/100), backed by strong 21.8% margins and 16.7% revenue growth. Both earn "Buy" and "Avoid" 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 →New England Realty Associates LP
REAL ESTATE · REAL ESTATE SERVICES · USA
New England Realty Associates Limited Partnership is dedicated to acquiring, developing, holding for investment, operating and selling real estate in the United States. The company is headquartered in Allston, Massachusetts.
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