Digital Realty Trust Inc (DLR)vsWestern Digital Corporation (WDC)
DLR
Digital Realty Trust Inc
$194.56
-0.01%
REAL ESTATE · Cap: $71.36B
WDC
Western Digital Corporation
$434.52
+5.27%
TECHNOLOGY · Cap: $148.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 70% more annual revenue ($10.73B vs $6.31B). WDC leads profitability with a 35.6% profit margin vs 21.8%. WDC appears more attractively valued with a PEG of 0.83. WDC earns a higher WallStSmart Score of 77/100 (B+).
DLR
Buy61
out of 100
Grade: C+
WDC
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$132.50
Current Price
$194.56
$62.06 premium
Intrinsic value data unavailable for WDC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 69.4% 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
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 31.9%
Earnings expanding 189.6% YoY
Large-cap with strong market position
Growing faster than its price suggests
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
Premium valuation, high expectations priced in
Trading at 20.8x book value
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 17.4%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 35.6% and operating margin at 31.9%. Revenue growth of 25.2% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book. A P/E of 41.1x leaves little room for execution misses.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 1.83 — expect wider price swings.
WDC is growing revenue faster at 25.2% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDC scores higher overall (77/100 vs 61/100), backed by strong 35.6% margins and 25.2% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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