Digital Realty Trust, Inc. vs Cloudflare Inc — how do they compare? Digital Realty Trust, Inc. trades at $173.11 (market cap $65.83B), while Cloudflare Inc trades at $282.5 (market cap $95.67B). The key difference: Cloudflare Inc is the larger of the two by market cap, and Digital Realty Trust, Inc. pays a 2.74% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| DLR | NET | |
|---|---|---|
Market Cap | $65.83B | $95.67B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $281.69 |
52-Week Low | $147.93 | $160.16 |
Enterprise Value | $83.35B | $95.03B |
Dividend Yield | 2.74% | — |
Signals from Pluang's Aura AI — not financial advice
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Cloudflare (NET) trades at $269.45, up 0.39% on the day, with a bullish technical signal from moving averages. The stock has beaten earnings estimates for three consecutive quarters, with Q2 2026 results pending. Revenue growth is strong, reaching $2.17 billion in 2025, but profitability remains a challenge with a net income margin of -3.72%. Recent news highlights strategic AI partnerships and product launches, including a research pilot with OpenAI and the introduction of Precursor for bot management.
The outlook for NET is cautiously optimistic, driven by AI infrastructure demand and cybersecurity tailwinds, but high valuation multiples and persistent losses pose risks. Analyst consensus is strongly bullish with a 72.5% buy rating, though the current price exceeds the average target of $257.43. Investors should weigh growth potential against profitability concerns and competitive pressures in the cloud sector.
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →