Digital Realtyvs.Super Micro
DLR vs SMCI · 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 2.4× larger than Super Micro by market cap; Super Micro trades at the lower P/E (12.3 vs 81.6); year to date, Super Micro leads (+46.1% vs +16.7%).
Side by side
| DLR | SMCI | |
|---|---|---|
| Market cap | $65.2B | $27.4B |
| Price | $178.76 | $41.86 |
| Today | +1.5% | −2.1% |
| Return YTD | +16.7% | +46.1% |
| Return 1Y | +3.0% | −27.1% |
| Since June 26, 2026 | −7.4% | +36.7% |
| P/E | 81.6 | 12.3 |
| P/S | 9.6 | 0.7 |
| P/B | 2.4 | 1.9 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Digital RealtyDLR
Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.
Full DLR profile →Super MicroSMCI
Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.
Full SMCI profile →More DLR & SMCI comparisons
Other head-to-heads in the Data centers segment.