Digital Realty Trust, Inc. vs Jabil Inc — how do they compare? Digital Realty Trust, Inc. trades at $191.45 (market cap $70.79B), while Jabil Inc trades at $357.5 (market cap $35.27B). The key difference: Digital Realty Trust, Inc. is far larger — about 2× Jabil Inc's market cap, and Digital Realty Trust, Inc. pays the higher dividend (2.55%). Which is the better fit depends on your goals.
| DLR | JBL | |
|---|---|---|
Market Cap | $70.79B | $35.27B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $385.50 |
52-Week Low | $147.93 | $192.49 |
Enterprise Value | $89.50B | $37.81B |
Dividend Yield | 2.55% | 0.1% |
Signals from Pluang's Aura AI — not financial advice
Digital Realty Trust (DLR) trades at $193.80, up 0.64% today, with a bullish technical signal from moving averages and support at $192. Recent Q2 2026 earnings beat expectations with core FFO of $2.13 per share, driven by record leasing and a $1.9 billion backlog. The company raised its 2026 guidance, reflecting strong AI-driven data center demand. Valuation ratios are elevated, with a P/E of 245.32 and P/S of 25.47, indicating premium pricing relative to earnings and sales.
DLR's outlook is positive due to robust AI infrastructure demand and raised guidance, but high valuation and interest rate sensitivity pose risks. Analyst consensus is bullish with a $216.56 price target, though net cash flow turned negative in 2025. Investors should weigh growth potential against execution risks in a competitive sector.
Jabil trades at $341.22, down 1.0% today but maintains strong momentum with a bullish technical outlook and consistent earnings beats. The stock shows robust fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, supported by AI infrastructure demand and diversified operations. Recent news highlights Jabil's 31.6% six-month surge and strategic expansion with a new logistics hub in Penang.
Jabil presents a compelling growth story driven by AI and manufacturing excellence, with analyst consensus pointing to significant upside (target $448.29). However, elevated valuation multiples (P/E 42.13) and competitive pressures in the EMS sector warrant caution. The stock's technical strength and fundamental momentum support a positive outlook, though investors should monitor execution risks and market volatility.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →