Digital Realty Trust Inc (DLR)vsTerreno Realty Corporation (TRNO)
DLR
Digital Realty Trust Inc
$186.79
-1.01%
REAL ESTATE · Cap: $66.14B
TRNO
Terreno Realty Corporation
$65.66
-0.25%
REAL ESTATE · Cap: $7.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1188% more annual revenue ($6.31B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 21.8%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 68/100 (B-).
DLR
Buy61
out of 100
Grade: C+
TRNO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-52.6%
Fair Value
$114.41
Current Price
$186.79
$72.38 premium
Margin of Safety
+69.3%
Fair Value
$213.41
Current Price
$65.66
$147.75 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
Keeps 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% 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
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 86.5% and operating margin at 40.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 49.0x leaves little room for execution misses.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
DLR profiles as a growth stock while TRNO is a mature play — different risk/reward profiles.
TRNO carries more volatility with a beta of 1.06 — 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
TRNO scores higher overall (68/100 vs 61/100), backed by strong 86.5% margins and 12.7% revenue growth. Both earn "Strong 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 →Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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