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DLR$185.00-2.63%
Fair $95.96-48.1%

DLR

Digital Realty Trust, Inc.

Real Estate / REIT - SpecialtyNYSE

$185.00

-5.00 (-2.63%)

Modestly Overvalued-48.1%Fair Value $95.96Fund rank 38/100 · Data gapSEC 17/17 yrs|
SA 45/C
F-Score: 7/9
Significantly Overvalued

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 20.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data QA 35/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

45/100

C

Piotroski

7/9

balance/quality

Valuation

2/100

-48.1% upside

5Y CAGR

-7.9%

18/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 17Warnings: 1sec-companyfacts: 17
Generic DCF/FCF bypassed: REIT/real-estate sector valued with a sector-specific NAV/AFFO model. Company reports FFO rather than AFFO; NAV not curated NAV/share missing; REIT valuation uses AFFO multiple only and confidence is reduced. Estimated downside of 48.1% from current price
Thesis & Journal · DLRLocal privado en este navegador · Digital Realty Trust, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$66.2B

P/E

51.7x

↑

EV/EBITDA

21.9x

↑

ROE

5.7%

↑

Gross Margin

55.4%

↑

Debt/Equity

0.86

↑
52-Week Range$185
$146$208

TradingView lightweight chart

DLR price, volumen y niveles de valoración

Último $185.00Periodo +1441.7%
Fair value: $95.96

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+15.2%

FCF CAGR

—

FCF margin

39.5%

FCF / Net income

1.84x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $6.11B · net income $1.31B · FCF $2.41B

2009-FY → 2025-FY

Gross margin

55.4%— pts

Operating margin

10.8%-17.1% pts

Net margin

21.4%+7.6% pts

FCF margin

39.5%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
Income Statement
Revenue$6.11B$6.11B$5.55B$5.48B$4.69B$4.43B$3.90B$3.21B$3.05B$2.46B$2.14B$1.76B$1.62B$1.48B$1.28B$1.06B$865.4M$637.1M
Net Income$1.31B$1.31B$602.5M$948.8M$377.7M$1.71B$356.4M$579.8M$331.2M$248.3M$426.2M$296.7M$200.2M$314.5M$210.3M$156.3M$102.3M$87.7M
EBITDA$3.68B$3.68B$2.87B$3.16B$2.29B$2.18B$1.92B$1.76B$1.74B$1.29B$1.20B$972.4M$797.2M$857.3M$748.6M$614.7M$506.2M$375.8M
EPS3.583.581.612.881.115.941.002.351.210.992.201.560.992.121.481.320.680.61
Gross Margin55.4%55.4%54.7%52.6%57.0%—————————————
Operating Margin10.8%10.8%8.5%9.6%12.6%15.7%14.3%18.5%18.0%18.4%23.2%22.8%16.0%25.8%28.6%28.6%28.0%27.9%
Net Margin21.4%21.4%10.8%17.3%8.0%38.6%9.1%18.1%10.9%10.1%19.9%16.8%12.4%21.2%16.4%14.7%11.8%13.8%
Balance Sheet
Debt/Equity0.860.860.840.991.03——————————1.171.43—
Current Ratio1.231.23————————————————
Cash Flow
Free Cash Flow$2.41B$2.41B$2.26B$1.63B$1.66B—————————————
Returns
ROE5.7%5.7%2.8%5.0%2.1%9.5%2.0%5.9%3.4%2.4%8.4%6.6%5.2%8.7%6.1%6.2%5.2%5.4%
Valuation
P/E51.6851.68114.9164.24166.6731.14185.0078.72152.89186.8784.09118.59186.8787.26125.00140.15272.06303.28
EV/EBITDA21.9021.9025.9418.2921.03—————————————
P/B2.812.812.872.993.132.910.003.923.883.135.475.716.376.576.197.278.118.72
Growth & Yield
Revenue Growth10.0%10.0%1.4%16.7%6.0%13.4%21.6%5.3%23.9%14.7%21.5%9.1%9.1%15.9%20.4%22.8%35.8%—
EPS Growth122.4%122.4%-44.1%159.5%-81.3%494.0%-57.4%94.2%22.2%-55.0%41.0%57.6%-53.3%43.2%12.1%94.1%11.5%—
Dividend Yield2.6%2.6%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

66.1%

muy exigente

EPS terminal req.

$16.42

Spread vs growth

56.2%

5Y implied EPS CAGR

40.9%

muy exigente

EPS terminal req.

$19.86

Spread vs growth

81.5%

10Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$31.99

Spread vs growth

97.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +10.5%

Total return

+10.5%

Start / end P/E

106.5x → 51.7x

EPS bridge

1.61 → 3.58

Residual

-63.0%

EPS growth+122.4%
Multiple rerating-51.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-63.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.