Digital Realty Trust, Inc. vs Kingsoft Cloud Holdings Limited — how do they compare? Digital Realty Trust, Inc. trades at $191.45 (market cap $70.79B), while Kingsoft Cloud Holdings Limited trades at $11.76 (market cap $3.53B). The key difference: Digital Realty Trust, Inc. is far larger — about 20.1× Kingsoft Cloud Holdings Limited's market cap, and Digital Realty Trust, Inc. pays a 2.55% dividend while Kingsoft Cloud Holdings Limited pays none. Which is the better fit depends on your goals.
| DLR | KC | |
|---|---|---|
Market Cap | $70.79B | $3.53B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $18.21 |
52-Week Low | $147.93 | $8.58 |
Enterprise Value | $89.50B | $3.84B |
Dividend Yield | 2.55% | — |
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.
Kingsoft Cloud (KC) trades at $12.33, up 1.48% with a bullish technical signal despite negative profitability. The company shows strong revenue growth momentum with Q1 2026 revenue increasing 37% year-over-year, though net margins remain negative at -9.39%. Recent analyst coverage is overwhelmingly positive with 70% buy ratings, driven by AI cloud growth where AI now represents over half of public cloud revenue.
The outlook remains cautiously optimistic as KC trades at attractive valuations (P/S 2.26x) with significant AI-driven growth potential, but investors face execution risks from heavy capital expenditures and persistent profitability challenges. The upcoming Q2 2026 earnings report on August 19 will be critical for validating the AI growth narrative.
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 →Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →