Digital Realty Trust, Inc. vs Shopify Inc. — how do they compare? Digital Realty Trust, Inc. trades at $174.82 (market cap $64.05B), while Shopify Inc. trades at $124.57 (market cap $163.09B). The key difference: Shopify Inc. is far larger — about 2.5× Digital Realty Trust, Inc.'s market cap, and Digital Realty Trust, Inc. pays a 2.82% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| DLR | SHOP | |
|---|---|---|
Market Cap | $64.05B | $163.09B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $179.01 |
52-Week Low | $147.93 | $95.40 |
Enterprise Value | $81.57B | $157.53B |
Dividend Yield | 2.82% | — |
Signals from Pluang's Aura AI — not financial advice
Digital Realty Trust (DLR) trades at $177.92, down 1.38% on the day, with a bearish technical signal and mixed earnings history. The company shows strong fundamentals with 2025 revenue of $6.11B and net income of $1.31B, though its P/E ratio of 47.19 suggests premium valuation. Recent news highlights DLR's $7.8B acquisition of Blackstone's data center stake, positioning it for AI-driven growth.
DLR presents a growth opportunity in data center infrastructure supported by AI demand, with a consensus price target of $219.50 implying 23% upside. Risks include high debt levels, execution of recent acquisitions, and interest rate sensitivity. Analyst sentiment remains bullish with 59.57% buy ratings, but investors should weigh valuation concerns against long-term expansion potential.
Shopify (SHOP) trades at $124.74, up 1.8% today, with a bullish technical outlook and strong analyst support. The stock shows robust revenue growth, reaching $11.56B in 2025, though valuation multiples like P/E of 122.29 remain elevated. Recent news highlights AI-driven commerce upgrades and a consensus price target of $150.08, indicating potential upside from current levels.
Outlook is positive with accelerating operating cash flow and AI expansion opportunities, but high valuations and competitive pressures pose risks. Institutional sentiment is strongly bullish, with 66.7% buy ratings, though investors should monitor earnings consistency after a recent miss.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →