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Digital RealtyDLR

Data centers · NYSE · USA

$176.07
Down 2.4% todayClose

Up 19.4% this year but −8.8% since June 26, behind the AI sector at +7.5%. Digital Realty supplies 1 mapped company and buys from 6.

Market cap
$66.3B
This year
+19.4%
1 year
+4.3%
P/E
82.9
P/S
9.8
P/B
2.4

Price vs the AI sector

since Jun 26DLRAI sector, equal weight
Digital Realty (DLR) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. DLR: −8.8% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%−5%0%+5%+10%Jun 26AugSepOct 8DLR −8.8%Sector +7.5% Digital Realty (DLR) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. DLR: −8.8% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8DLR−8.8%Sector+7.5%

Supply chain

6 suppliers · 1 customer
SUPPLIERS →→ CUSTOMERSVertiv (VRT)VRTVertiv−1.1%Modine Manufacturing (MOD)MODModine Manufacturing−4.0%Comfort Systems USA (FIX)FIXComfort Systems USA−2.0%EMCOR Group (EME)EMEEMCOR Group−0.8%Carrier Global (CARR)CARRCarrier Global+1.5%HPE (HPE)HPEHPE−1.5%Microsoft (MSFT)MSFTMicrosoft−1.3%DLRDigital Realty

Suppliers 6

Customers 1

Open the full chain →

About Digital Realty

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

Theme exposure

Data center REITCritical infrastructureData center capacityHyperscaler demandAI infrastructure

Products

  • Wholesale data centers
  • Colocation
  • PlatformDIGITAL

Competitors

  • Equinix
  • CyrusOne (private)
  • Hyperscalers' own data centers

Risks

  • Interest rate levels (REIT)
  • Power availability
  • Capital requirements

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%CoherentCOHR−9.6%CienaCIEN−4.6%

Compare DLR

Side by side with the largest companies in the same segment.

DLR vs CSCODLR vs DELLDLR vs ANETDLR vs APHDLR vs EQIXDLR vs HPE

See where Digital Realty sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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