Digital Realty Trust, Inc. vs Microsoft — how do they compare? Digital Realty Trust, Inc. trades at $190.82 (market cap $70.79B), while Microsoft trades at $502.95 (market cap $3.76T). The key difference: Microsoft is far larger — about 53.1× Digital Realty Trust, 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 | MSFT | |
|---|---|---|
Market Cap | $70.79B | $3.76T |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $542.07 |
52-Week Low | $147.93 | $352.83 |
Enterprise Value | $89.50B | $3.74T |
Dividend Yield | 2.55% | 0.72% |
Volume | — | 36,654,621 |
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.
Microsoft (MSFT) trades at $503.68, up 0.74% today, with a bullish technical signal and strong fundamentals. Recent earnings beats, including Q2 2026 EPS of $4.74 versus $4.24 expected, highlight robust performance. The stock is near its pivot point of $507, with support at $500. Revenue grew to $281.72B in 2025, with a net income margin of 40.31%, while analyst consensus is overwhelmingly positive with an 80.49% buy rating.
Outlook remains favorable due to AI leadership and cloud growth, but risks include high valuation (P/E 28.19) and capital expenditure concerns. The consensus price target of $553.70 implies ~10% upside, though competition and macroeconomic volatility could pressure near-term gains.
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 →Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
Read more on MSFT →