Compare Digital Realty Trust, Inc. (DLR) vs Cloudflare Inc (NET) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Digital Realty Trust, Inc. vs Cloudflare Inc — how do they compare? Digital Realty Trust, Inc. trades at $191.8 (market cap $70.79B), while Cloudflare Inc trades at $310.07 (market cap $110.59B). The key difference: Cloudflare Inc is the larger of the two by market cap, and Digital Realty Trust, Inc. pays a 2.55% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| DLR | NET | |
|---|---|---|
Market Cap | $70.79B | $110.59B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $310.40 |
52-Week Low | $147.93 | $160.16 |
Enterprise Value | $89.50B | $109.96B |
Dividend Yield | 2.55% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Cloudflare (NET) trades at $300.27, up 5.57% on strong Q2 2026 earnings that beat estimates with 36% revenue growth to $696.1 million. The stock shows bullish technical momentum above key support levels, supported by accelerating AI-driven demand and expanding large customer adoption. Recent FedRAMP High authorization enhances government contract opportunities, while the company maintains robust gross margins of 72.58% despite negative net income margins.
Outlook remains positive with analyst consensus targeting $337.10 (12.3% upside), though high valuation multiples (P/S 42.05) and persistent net losses pose risks. The convertible note offering adds financial flexibility but increases leverage. AI infrastructure demand and market share gains provide growth catalysts, but competitive pressures and execution risks require monitoring.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Digital Realty Trust, Inc.
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 →About Cloudflare Inc
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 →
