Digital Realty Trust Inc (DLR)vsRexford Industrial Realty Inc (REXR)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.98B
REXR
Rexford Industrial Realty Inc
$34.07
-0.44%
REAL ESTATE · Cap: $8.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 534% more annual revenue ($6.31B vs $995.92M). REXR leads profitability with a 23.3% profit margin vs 21.8%. REXR appears more attractively valued with a PEG of 1.88. REXR earns a higher WallStSmart Score of 63/100 (C+).
DLR
Buy61
out of 100
Grade: C+
REXR
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.8%
Fair Value
$114.22
Current Price
$186.79
$72.57 premium
Margin of Safety
+71.5%
Fair Value
$131.72
Current Price
$34.07
$97.65 discount
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
Reasonable price relative to book value
Strong operational efficiency at 41.5%
Keeps 23 of every $100 in revenue as profit
Earnings expanding 28.0% YoY
Areas to Watch
ROE of 5.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 2.8% — below average capital efficiency
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 : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 41.5%.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 49.8x leaves little room for execution misses.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
DLR profiles as a growth stock while REXR is a declining play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.22 — 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
REXR scores higher overall (63/100 vs 61/100), backed by strong 23.3% 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 →Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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