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 (38.1 vs 91.9); year to date, Dell Technologies leads (+244.1% vs +21.9%).
Side by side
| DELL | DLR | |
|---|---|---|
| Market cap | $320B | $73.4B |
| Price | $451.50 | $192.32 |
| Today | +4.2% | +2.0% |
| Return YTD | +244.1% | +21.9% |
| Return 1Y | +231.1% | +12.9% |
| P/E | 38.1 | 91.9 |
| P/S | 2.4 | 10.8 |
| P/B | 35.8 | 2.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →Digital RealtyDLR
Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.
Full DLR profile →More DELL & DLR comparisons
Other head-to-heads in the Data centers segment.
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 →