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DLR vs FCPT

DLR
Digital Realty Trust, Inc.
BEARISH
Price
$200.86
Market Cap
$71.33B
Sector
Real Estate
AI Confidence
85%
FCPT
Four Corners Property Trust, Inc.
BEARISH
Price
$25.43
Market Cap
$2.79B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
DLR
56.11
FCPT
23.33
Forward P/E
DLR
62.06
FCPT
21.14
P/B Ratio
DLR
3.11
FCPT
2.45
P/S Ratio
DLR
11.73
FCPT
9.49
EV/EBITDA
DLR
31.83
FCPT
11.49

Profitability

Gross Margin
DLR
55.16%
FCPT
85.38%
Operating Margin
DLR
14.15%
FCPT
62.56%
Profit Margin
DLR
21.52%
FCPT
38.2%
ROE
DLR
5.47%
FCPT
7.3%
ROA
DLR
1.18%
FCPT
3.67%

Growth

Revenue Growth
DLR
17.1%
FCPT
6.9%
Earnings Growth
DLR
-53.4%
FCPT
0.6%

Financial Health

Debt/Equity
DLR
0.82
FCPT
0.98
Current Ratio
DLR
1.3
FCPT
0.48
Quick Ratio
DLR
1.22
FCPT
0.47

Dividends

Dividend Yield
DLR
2.43%
FCPT
5.76%
Payout Ratio
DLR
136.31%
FCPT
131.33%

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)
FCPT BEARISH

FCPT exhibits significant valuation misalignment, with a current price of $25.43 trading far above its Graham Number ($15.94) and Intrinsic Value ($8.61). While the Piotroski F-Score of 4/9 indicates stable financial health, the company's dividend profile is unsustainable with a payout ratio of 131.33%. Stagnant earnings growth (0.60% YoY) and a bearish technical trend (0/100) further undermine the bullish analyst consensus. The combination of overvaluation and poor liquidity (Current Ratio 0.48) suggests a high risk of price correction.

Strengths
Strong operating margins (62.56%) and gross margins (85.38%)
Consistent earnings track record over 25 quarters
Manageable Debt/Equity ratio (0.98) relative to sector averages
Risks
Unsustainable dividend payout ratio (131.33%)
Severe overvaluation relative to Graham and Intrinsic value models
Poor short-term liquidity with a Current Ratio of 0.48

Compare Another Pair

DLR vs FCPT: Head-to-Head Comparison

This page compares Digital Realty Trust, Inc. (DLR) and Four Corners Property Trust, Inc. (FCPT) 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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