Digital Realty Trust Inc (DLR)vsPublic Storage (PSA)
DLR
Digital Realty Trust Inc
$175.42
+0.38%
REAL ESTATE · Cap: $55.29B
PSA
Public Storage
$266.01
-0.75%
REAL ESTATE · Cap: $46.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 21% more annual revenue ($5.84B vs $4.83B). PSA leads profitability with a 36.9% profit margin vs 24.0%. PSA appears more attractively valued with a PEG of 3.87. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
PSA
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$175.42
$5.23 discount
Margin of Safety
-379.0%
Fair Value
$61.34
Current Price
$266.01
$204.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.3% YoY
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Areas to Watch
ROE of 5.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
Trading at 9.5x book value
3.3% revenue growth
Expensive relative to growth rate
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 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin. Profitability is solid with margins at 36.9% and operating margin at 46.2%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 41.0x leaves little room for execution misses.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
DLR profiles as a mature stock while PSA is a value play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.12 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
PSA generates stronger free cash flow (634M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 50/100), backed by strong 24.0% margins and 11.1% 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 →Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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