WallStSmart

Digital Realty Trust Inc (DLR)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DLR leads profitability with a 11.8% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. DLR earns a higher WallStSmart Score of 49/100 (D+).

DLR

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 6.0Value: 2.0Quality: 4.5
Piotroski: 5/9Altman Z: 0.75

TBB

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DLRSignificantly Overvalued (-49.2%)

Margin of Safety

-49.2%

Fair Value

$116.99

Current Price

$183.27

$66.28 premium

UndervaluedFair: $116.99Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DLR4 strengths · Avg: 8.3/10
Market CapQuality
$70.05B9/10

Large-cap with strong market position

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

Revenue GrowthGrowth
29.9%8/10

Revenue surging 29.9% year-over-year

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
3.8x10/10

Attractively priced relative to earnings

Market CapQuality
$132.56B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.17B8/10

Generating 5.2B in free cash flow

Areas to Watch

DLR4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.9%3/10

ROE of 2.9% — below average capital efficiency

PEG RatioValuation
13.912/10

Expensive relative to growth rate

P/E RatioValuation
93.7x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-58.7%2/10

Earnings declined 58.7%

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : DLR

The strongest argument for DLR centers on Market Cap, Price/Book, Operating Margin. Revenue growth of 29.9% demonstrates continued momentum.

Bull Case : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

Bear Case : DLR

The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 93.7x leaves little room for execution misses.

Bear Case : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

DLR profiles as a growth stock while TBB is a value play — different risk/reward profiles.

DLR is growing revenue faster at 29.9% — sustainability is the question.

TBB generates stronger free cash flow (5.2B), providing more financial flexibility.

Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DLR scores higher overall (49/100 vs 25/100) and 29.9% revenue growth. Both earn "Hold" 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.

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AT&T Inc. 5.35% GLB NTS 66

REAL ESTATE · REIT - RESIDENTIAL · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

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