Sectivia

Digital Realtyvs.NetApp

DLR vs NTAP · 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 is about 1.9× larger than NetApp by market cap; NetApp trades at the lower P/E (31.1 vs 91.9); year to date, NetApp leads (+74.5% vs +21.9%).

Side by side

DLRNTAP
Market cap$73.4B$39.6B
Price$192.32$187.43
Today+2.0%+0.3%
Return YTD+21.9%+74.5%
Return 1Y+12.9%+69.1%
P/E91.931.1
P/S10.85.7
P/B2.729.3

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 →

NetAppNTAP

NASDAQ · USA

Keeps enterprise data on flash arrays and moves it between on-premises kit and the cloud; AI workloads are the newer source of demand.

Data storage
Full NTAP profile →

More DLR & NTAP comparisons

Other head-to-heads in the Data centers segment.

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