Digital Realty Trust, Inc. vs Shopify Inc. — how do they compare? Digital Realty Trust, Inc. trades at $191.45 (market cap $70.79B), while Shopify Inc. trades at $152 (market cap $199.66B). The key difference: Shopify Inc. is far larger — about 2.8× Digital Realty Trust, Inc.'s market cap, and Digital Realty Trust, Inc. pays a 2.55% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| DLR | SHOP | |
|---|---|---|
Market Cap | $70.79B | $199.66B |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $179.01 |
52-Week Low | $147.93 | $95.40 |
Enterprise Value | $89.50B | $194.89B |
Dividend Yield | 2.55% | — |
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.
Shopify (SHOP) trades at $151.57, up 2.8% today, following strong Q2 2026 results that beat earnings and revenue expectations. The stock shows bullish technical momentum with positive moving averages and is trading near key resistance at $154. Fundamentally, revenue growth remains robust at 30%+ with expanding margins, though valuation multiples remain elevated with a P/E of 102.4. Recent news highlights AI-driven commerce growth and strong merchant adoption.
The outlook remains positive with analyst consensus favoring Buy ratings (66%) and a $166 price target. Key opportunities include sustained e-commerce growth and AI integration, while risks include premium valuation sensitivity and competitive pressures. The company's improving cash flow generation and profitability trends support continued upward momentum.
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 →