Sectivia

Dell Technologiesvs.Digital Realty

DELL vs DLR · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Dell Technologies is about 4.4× larger than Digital Realty by market cap; Dell Technologies trades at the lower P/E (33.8 vs 46.8); year to date, Dell Technologies leads (+245.5% vs +16.6%).

Side by side

DELLDLR
Market cap$284B$64.5B
Price$434.97$180.41
Today−3.4%+0.6%
Return YTD+245.5%+16.6%
Return 1Y+240.1%+5.8%
P/E33.846.8
P/S2.110.2
P/B31.82.8

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

Dell TechnologiesDELL

NYSE · USA

One of the world's largest server and PC manufacturers with a rapidly growing order book for AI servers serving enterprises and AI cloud customers.

AI serversEnterprise hardware
Full DELL profile →

Digital RealtyDLR

NYSE · USA

Global data center REIT that owns and operates data centers for hyperscalers and enterprises — from large wholesale halls to interconnection.

Data center REITCritical infrastructure
Full DLR profile →

More comparisons in Data centers

See where DELL and DLR sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →