Digital Realty vs Host Hotels & Resorts
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KIRA’s take AI analyst
I put Digital Realty and Host Hotels & Resorts side by side, using each one’s latest annual report. Here is what stands out:
- Host Hotels & Resorts is the larger business, with $6.1B of revenue in fiscal 2025 against $6.1B for Digital Realty.
- Digital Realty grew revenue faster (10.0%, against 7.6%).
- Host Hotels & Resorts kept more of each dollar of sales as operating profit (14.0% operating margin, against 10.8%).
- Investors pay more for each dollar of Digital Realty’s earnings: a P/E of 46.2x against 16.8x for Host Hotels & Resorts.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Digital Realty
DLR
2/6
Revenue growthNet margin
Host Hotels & Resorts
HST
4/6
5-year growthOperating marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | DLR FY25 | HST FY25 |
|---|---|---|
| Size | ||
| Market cap | $61.7B | $17.2B |
| Revenue | $6.1B | $6.1B |
| Free cash flow | −$769M | — |
| Net income | $1.3B | $765M |
| Growth | ||
| Revenue growth | 10.0% | 7.6% |
| 5-year growth | 9.4% | 30.4% |
| Share count change | 4.9% | −1.4% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 10.8% | 14.0% |
| Net margin | 21.4% | 12.5% |
| FCF margin | −12.6% | — |
| Return on capital | — | 7.4% |
| Return on equity | 5.9% | 11.6% |
| Balance sheet | ||
| Net debt | — | $4.3B |
| Net debt / EBITDA | — | 2.6x |
| Dividends and buybacks | $1.7B | $828M |
| Valuation & quality | ||
| P/E | 46.2x | 16.8x |
| Piotroski F-score | — | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.