Digital Realty Trust, Inc. vs Enphase Energy Inc — how do they compare? Digital Realty Trust, Inc. trades at $173.11 (market cap $65.83B), while Enphase Energy Inc trades at $45.1 (market cap $5.91B). The key difference: Digital Realty Trust, Inc. is far larger — about 11.1× Enphase Energy Inc's market cap, and Digital Realty Trust, Inc. pays a 2.74% dividend while Enphase Energy Inc pays none. Which is the better fit depends on your goals.
| DLR | ENPH | |
|---|---|---|
Market Cap | $65.83B | $5.91B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $72.33 |
52-Week Low | $147.93 | $26.12 |
Enterprise Value | $83.35B | $5.56B |
Dividend Yield | 2.74% | — |
Signals from Pluang's Aura AI — not financial advice
Digital Realty Trust (DLR) trades at $177.92, down 1.38% on the day, with a bearish technical signal and mixed earnings history. The company shows strong fundamentals with 2025 revenue of $6.11B and net income of $1.31B, though its P/E ratio of 47.19 suggests premium valuation. Recent news highlights DLR's $7.8B acquisition of Blackstone's data center stake, positioning it for AI-driven growth.
DLR presents a growth opportunity in data center infrastructure supported by AI demand, with a consensus price target of $219.50 implying 23% upside. Risks include high debt levels, execution of recent acquisitions, and interest rate sensitivity. Analyst sentiment remains bullish with 59.57% buy ratings, but investors should weigh valuation concerns against long-term expansion potential.
Enphase Energy (ENPH) trades at $43.06, down 3.95% on the day, near its consensus price target of $42.79. The stock shows a bearish technical signal with declining cash flows and mixed earnings trends, though recent quarters have beaten estimates. Recent news includes product expansions in Australia and New Zealand and involvement in AI data center power standards, providing some positive catalysts amid overall market caution.
Outlook remains cautious with high valuation ratios (P/E 44.39) pressuring upside, while analyst sentiment is divided (40% Buy, 51% Hold). Key risks include competitive pressures and volatile solar demand, but institutional interest and strategic initiatives offer potential for recovery if execution improves.
Trailing returns across standard periods
Latest headlines on both assets
Digital Realty owns and operates nearly 300 data centers worldwide. It has more than 35 million rentable square feet across five continents. Digital's offerings range from retail co-location, where an enterprise may rent a single cabinet and rely on Digital to provide all the accommodations, to cold shells, where hyperscale cloud service providers can simply rent much, or all, of a barren, power-connected building. In recent years, Digital Realty has de-emphasized cold shells and now primarily provides higher-level service to tenants, which outsource their related IT needs to Digital. Digital Realty has also moved more into the co-location business, increasingly serving enterprises and facilitating network connections. Digital Realty operates as a real estate investment trust.
Read more on DLR →Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Read more on ENPH →