Digital Realty Trust, Inc. vs Cloudflare Inc — how do they compare? Digital Realty Trust, Inc. trades at $178.2 (market cap $65.32B), while Cloudflare Inc trades at $356.12 (market cap $121.74B). The key difference: Cloudflare Inc is the larger of the two by market cap, and Digital Realty Trust, Inc. pays a 2.77% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Digital Realty Trust, Inc. for 94 Days and Cloudflare Inc for 61 Days on average.
| DLR | NET | |
|---|---|---|
Market Cap | $65.32B | $121.74B |
Volume | 2,563,950 | 2,433,002 |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $359.60 |
52-Week Low | $147.93 | $160.16 |
Typical Hold Time | 94 Days | 61 Days |
Enterprise Value | $84.03B | $121.11B |
Dividend Yield | 2.77% | — |
Signals from Pluang's Aura AI — not financial advice
Digital Realty Trust (DLR) trades at $178.15, down 1.29% with a bearish technical outlook. The stock shows strong fundamentals with Q2 2026 EPS beating expectations at $1.21 versus $0.48 expected, and revenue growth from $6.11B in 2025 to projected $6.8B in 2026. Analyst consensus is strongly bullish with 34 buys and a $222.35 price target, supported by AI-driven data center demand and recent infrastructure expansions.
DLR presents a compelling growth opportunity driven by AI infrastructure demand, with record interconnection activity and strategic partnerships. Key risks include high valuation multiples (P/E 85.89) and significant capital expenditures. The technical bearish signal contrasts with strong fundamental momentum, creating potential for volatility near-term.
Cloudflare (NET) trades at $357.03, up 4.15% today, approaching its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Revenue growth remains robust at $2.17B for 2025, though profitability challenges persist with a -8.21% net margin. Recent product launches including Cloudflare Basin and strategic partnerships with Deutsche Telekom highlight ongoing innovation.
While analyst consensus remains strongly bullish (71% buy ratings), the stock trades above consensus targets at premium valuations (P/S 47.88). Key risks include persistent unprofitability and high valuation multiples. The company's growth trajectory and AI security positioning offer upside potential, but investors face volatility from execution risks and competitive pressures in the cloud infrastructure space.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →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 →