Sectivia

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 2.9× larger than Super Micro by market cap; Super Micro trades at the lower P/E (20.4 vs 91.9).

Side by side

DLRSMCI
Market cap$73.4B$25.4B
Price$192.32$38.46
Today+2.0%+9.4%
Return YTD+21.9%+20.2%
Return 1Y+12.9%−19.8%
P/E91.920.4
P/S10.80.8
P/B2.73.4

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 →

Super MicroSMCI

NASDAQ · USA

Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.

AI serversData center exposure
Full SMCI profile →

More DLR & SMCI comparisons

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

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