Digital Realty Trust Inc (DLR)vsTerreno Realty Corporation (TRNO)
DLR
Digital Realty Trust Inc
$195.31
+0.27%
REAL ESTATE · Cap: $69.67B
TRNO
Terreno Realty Corporation
$66.21
-0.50%
REAL ESTATE · Cap: $7.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 1225% more annual revenue ($6.31B vs $476.38M). TRNO leads profitability with a 84.6% profit margin vs 21.8%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 72/100 (B).
DLR
Buy59
out of 100
Grade: C
TRNO
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.2%
Fair Value
$132.05
Current Price
$195.31
$63.26 premium
Margin of Safety
+69.4%
Fair Value
$214.06
Current Price
$66.21
$147.85 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
16.7% revenue growth
Keeps 85 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Revenue surging 32.6% year-over-year
Earnings expanding 99.6% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 5.7% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
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, Revenue Growth. Profitability is solid with margins at 84.6% and operating margin at 42.0%. Revenue growth of 32.6% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 51.5x leaves little room for execution misses.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
DLR carries more volatility with a beta of 1.08 — expect wider price swings.
TRNO is growing revenue faster at 32.6% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRNO scores higher overall (72/100 vs 59/100), backed by strong 84.6% margins and 32.6% 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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