Digital Realty Trust, Inc. vs Fortinet Inc — how do they compare? Digital Realty Trust, Inc. trades at $176.26 (market cap $66.95B), while Fortinet Inc trades at $189.82 (market cap $138.88B). The key difference: Fortinet Inc is far larger — about 2.1× Digital Realty Trust, Inc.'s market cap, and Digital Realty Trust, Inc. pays a 2.7% dividend while Fortinet Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Digital Realty Trust, Inc. for 94 Days and Fortinet Inc for 72 Days on average.
| DLR | FTNT | |
|---|---|---|
Market Cap | $66.95B | $138.88B |
Volume | 1,766,660 | 3,857,161 |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $191.27 |
52-Week Low | $147.93 | $75.23 |
Typical Hold Time | 94 Days | 72 Days |
Enterprise Value | $85.67B | $135.30B |
Dividend Yield | 2.7% | — |
Signals from Pluang's Aura AI — not financial advice
DLR trades at $176.07, down 4.65% on the day, with a bearish technical signal from moving averages. The stock shows strong fundamental momentum, with Q2 2026 EPS beating expectations at $1.21 versus $0.4829, and revenue growth from $6.11B in 2025 to a projected $6.8B in 2026. Recent news highlights expansion in AI infrastructure, including a collaboration with Blackfuel and a new Los Angeles cable landing station, positioning the company to capitalize on data center demand.
The outlook for DLR is positive, driven by robust AI-driven demand and a record backlog, though high valuation multiples like a P/E of 88.03 pose a risk if growth slows. Analyst consensus is strongly bullish with a $222.35 price target, but investors face risks from significant capital expenditures and debt levels.
Fortinet (FTNT) trades at $189.10, down 1.13% today but remains near recent highs with strong technical momentum. The cybersecurity leader demonstrates robust fundamentals with 28.17% net margins and consistent earnings beats, though valuation ratios appear elevated (P/E 66.88, P/S 18.81). Recent news highlights AI security demand driving platform growth, with the company scheduled to report Q3 2026 results on October 28.
Fortinet presents growth potential through cybersecurity market leadership and AI-driven demand, but faces valuation concerns and competitive pressures. The stock's technical strength and fundamental execution support upside, though high multiples require sustained growth to justify current levels. Key risks include execution missteps and market volatility amid elevated expectations.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Fortinet is a cybersecurity vendor that sells products, support, and services to small and midsize businesses, enterprises, and government entities. Its products include unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. Services revenue is primarily from FortiGuard security subscriptions and FortiCare technical support. At the end of 2021, products were 38% of revenue and services were 62% of sales. The California-based company sells products worldwide.
Read more on FTNT →