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DLR vs KW

DLR
Digital Realty Trust, Inc.
BEARISH
Price
$200.86
Market Cap
$71.33B
Sector
Real Estate
AI Confidence
85%
KW
Kennedy-Wilson Holdings, Inc.
BEARISH
Price
$10.90
Market Cap
$1.51B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
DLR
56.11
KW
--
Forward P/E
DLR
62.06
KW
-10.19
P/B Ratio
DLR
3.11
KW
2.02
P/S Ratio
DLR
11.73
KW
2.78
EV/EBITDA
DLR
31.83
KW
29.02

Profitability

Gross Margin
DLR
55.16%
KW
74.03%
Operating Margin
DLR
14.15%
KW
9.29%
Profit Margin
DLR
21.52%
KW
0.87%
ROE
DLR
5.47%
KW
1.48%
ROA
DLR
1.18%
KW
0.89%

Growth

Revenue Growth
DLR
17.1%
KW
-5.7%
Earnings Growth
DLR
-53.4%
KW
-6.8%

Financial Health

Debt/Equity
DLR
0.82
KW
2.87
Current Ratio
DLR
1.3
KW
0.45
Quick Ratio
DLR
1.22
KW
0.24

Dividends

Dividend Yield
DLR
2.43%
KW
4.4%
Payout Ratio
DLR
136.31%
KW
355.56%

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)
KW BEARISH

Kennedy-Wilson Holdings exhibits severe financial instability, highlighted by a weak Piotroski F-Score of 2/9 and critical liquidity shortages. With a current ratio of 0.45 and a quick ratio of 0.24, the company faces significant short-term solvency risks. While the stock has seen a strong 1-year price rally, this is decoupled from fundamental deterioration, including negative YoY revenue and earnings growth. Furthermore, the dividend is fundamentally unsustainable with a payout ratio of 355.56%.

Strengths
Strong 1-year price appreciation (+75.3%)
High gross margins (74.03%)
Recent history of beating earnings estimates in 3 of the last 4 quarters
Risks
Severe liquidity risk (Current Ratio 0.45, Quick Ratio 0.24)
Unsustainable dividend payout ratio (355.56%)
Weak financial health (Piotroski F-Score 2/9)

Compare Another Pair

DLR vs KW: Head-to-Head Comparison

This page compares Digital Realty Trust, Inc. (DLR) and Kennedy-Wilson Holdings, Inc. (KW) 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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