Digital Realty Trust, Inc. vs Samsara Inc — how do they compare? Digital Realty Trust, Inc. trades at $174.82 (market cap $64.05B), while Samsara Inc trades at $36.94 (market cap $21.50B). The key difference: Digital Realty Trust, Inc. is far larger — about 3× Samsara Inc's market cap, and Digital Realty Trust, Inc. pays a 2.82% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| DLR | IOT | |
|---|---|---|
Market Cap | $64.05B | $21.50B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $45.22 |
52-Week Low | $147.93 | $24.25 |
Enterprise Value | $81.57B | $20.77B |
Dividend Yield | 2.82% | — |
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.
Samsara (IOT) trades at $36.83, up 0.3% with strong analyst support (78% buy ratings) and a $44.40 consensus price target. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.17 exceeding the $0.13 forecast. Technical indicators show bullish momentum with the stock trading near resistance at $37, while RSI levels suggest potential overbought conditions. The company continues to innovate with new product launches including the Samsara Tracking Label and 360 Camera.
Despite a negative net income of -$155M in 2025, Samsara shows promising revenue growth trajectory with 2026 projections of $1.7B revenue and positive $58M net income. High valuation ratios (P/E 369, P/S 12.33) reflect growth expectations, but execution risks and competitive pressures in the operations software space remain key considerations for investors.
Trailing returns across standard periods
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →