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DLR vs EPRT

DLR
Digital Realty Trust, Inc.
BEARISH
Price
$200.86
Market Cap
$71.33B
Sector
Real Estate
AI Confidence
85%
EPRT
Essential Properties Realty Trust, Inc.
NEUTRAL
Price
$31.42
Market Cap
$6.79B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
DLR
56.11
EPRT
24.74
Forward P/E
DLR
62.06
EPRT
23.12
P/B Ratio
DLR
3.11
EPRT
1.57
P/S Ratio
DLR
11.73
EPRT
11.5
EV/EBITDA
DLR
31.83
EPRT
17.42

Profitability

Gross Margin
DLR
55.16%
EPRT
98.73%
Operating Margin
DLR
14.15%
EPRT
63.71%
Profit Margin
DLR
21.52%
EPRT
43.46%
ROE
DLR
5.47%
EPRT
6.26%
ROA
DLR
1.18%
EPRT
3.59%

Growth

Revenue Growth
DLR
17.1%
EPRT
22.8%
Earnings Growth
DLR
-53.4%
EPRT
-4.3%

Financial Health

Debt/Equity
DLR
0.82
EPRT
0.6
Current Ratio
DLR
1.3
EPRT
2.72
Quick Ratio
DLR
1.22
EPRT
2.53

Dividends

Dividend Yield
DLR
2.43%
EPRT
3.95%
Payout Ratio
DLR
136.31%
EPRT
96.06%

AI Verdict

DLR BEARISH

DLR presents a concerning divergence between market price and fundamental value, anchored by a stable but mediocre Piotroski F-Score of 4/9. While revenue growth is robust at 17.1%, the company is experiencing a severe earnings collapse (-53.4% YoY) and an unsustainable dividend payout ratio of 136.31%. The stock trades at a massive premium to its Graham Number ($72.14) and Intrinsic Value ($25.06), with a PEG ratio of 19.01 signaling extreme overvaluation. Despite analyst 'Buy' recommendations, the deterministic data suggests the current price is driven by sector hype rather than financial performance.

Strengths
Strong top-line revenue growth of 17.10% YoY
Healthy gross margins at 55.16%
Manageable Debt/Equity ratio of 0.82 compared to sector average
Risks
Unsustainable dividend payout ratio (136.31%) indicating dividends exceed earnings
Severe contraction in earnings growth (-53.4% YoY)
Extreme valuation metrics (P/E of 56.11 and PEG of 19.01)
EPRT NEUTRAL

EPRT presents a dichotomy between strong operational performance and stretched deterministic valuations. While the Piotroski F-Score of 4/9 indicates stable financial health and the balance sheet is robust with low debt/equity (0.60), the stock trades at a significant premium to its Graham Number ($23.92) and Intrinsic Value ($8.89). Strong revenue growth (22.8%) is offset by a dangerously high dividend payout ratio (96.06%) and bearish insider activity from the CFO and CIO. Despite a 'Strong Buy' analyst consensus, the technical trend is currently bearish, suggesting a period of consolidation or correction.

Strengths
Strong top-line growth with 22.8% YoY revenue increase
Conservative leverage with a Debt/Equity ratio of 0.60
Excellent liquidity evidenced by a Current Ratio of 2.72
Risks
Unsustainable dividend payout ratio of 96.06% leaving little room for error
Bearish insider sentiment with sales from both the CFO and CIO
Significant valuation gap between current price ($31.42) and Graham Number ($23.92)

Compare Another Pair

DLR vs EPRT: Head-to-Head Comparison

This page compares Digital Realty Trust, Inc. (DLR) and Essential Properties Realty Trust, Inc. (EPRT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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