Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-21
DLR [bullish]
Digital Realty Trust, Inc.
-14.57%
current return
Author Info
No bio for this author
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
$178.97
Price Target
N/A
Dividend
3.10%
EV/EBITDA
25.26
P/E
40.59
EV/Sales
12.53
Sector
Specialized REITs
Category
growth
Davis Real Estate Fund Portfolio Holding: Digital Realty Trust, Inc.
DLR: Data center co. well-positioned for AI demand growth. Strong capital events strengthened balance sheet. Record backlog, growth limited only by power access. Valuation full but growth outpacing expectations. Stance unchanged from midyear: tolerant approach despite high valuation.
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