Added to YB: 2025-06-06
Pitch date: 2025-06-05
DLR [neutral]
Digital Realty Trust, Inc.
-13.2%
current return
Author Info
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Company Info
Digital Realty Trust, Inc. (“Digital Realty” or the “company”) owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.
Market Cap
$54.0B
Pitch Price
$173.14
Price Target
N/A
Dividend
3.10%
EV/EBITDA
25.26
P/E
40.59
EV/Sales
12.53
Sector
Specialized REITs
Category
value
In DRT We Trust
DLR (overview): Data center REIT targeting hyperscale clients (12% revenue from one customer), focused on cloud computing vs Equinix's interconnection strategy. Trades at 150% NAV premium vs EQIX's 10x. Growing FFO (5.8% 2024, 5.3% 2023) but volatile AFFO ($0.19/share 2024) due to acquisitions. Lower valuation reflects higher risk profile.
Read full article (6 min)