Sectivia

Digital Realtyvs.HPE

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

Digital Realty and HPE are similar in size by market cap; HPE trades at the lower P/E (51.3 vs 91.9); year to date, HPE leads (+118.3% vs +21.9%).

Supply-chain link: HPE supplies Digital Realty.

Side by side

DLRHPE
Market cap$73.4B$79.8B
Price$192.32$53.44
Today+2.0%+1.9%
Return YTD+21.9%+118.3%
Return 1Y+12.9%+133.5%
P/E91.951.3
P/S10.82.1
P/B2.73.2

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Digital RealtyDLR

NYSE · USA

Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.

Data center REITCritical infrastructure
Full DLR profile →

HPEHPE

NYSE · USA

Cray supercomputers and ProLiant AI servers on one side; on the other, a networking business that grew considerably with the Juniper acquisition.

AI serversNetworking
Full HPE profile →

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