Digital Realty Trust, Inc. vs ThredUp Inc — how do they compare? Digital Realty Trust, Inc. trades at $191.45 (market cap $70.61B), while ThredUp Inc trades at $3.09 (market cap $415.01M). The key difference: Digital Realty Trust, Inc. is far larger — about 170.1× ThredUp Inc's market cap, and Digital Realty Trust, Inc. pays a 2.56% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| DLR | TDUP | |
|---|---|---|
Market Cap | $70.61B | $415.01M |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $203.91 | $12.08 |
52-Week Low | $147.93 | $3.08 |
Enterprise Value | $89.32B | $413.19M |
Dividend Yield | 2.56% | — |
Signals from Pluang's Aura AI — not financial advice
Digital Realty (DLR) trades at $196.84, up 2.9% with bullish technical signals and strong analyst support. The stock shows robust fundamentals with revenue growth from $5.6B in 2024 to $6.1B in 2025 and net income reaching $1.31B. Recent Q2 2026 earnings beat expectations with $1.21 EPS versus $0.48 expected, driven by record leasing activity and AI-driven data center demand. The company maintains a 63.8% buy rating from analysts with a $216.56 consensus target.
DLR presents a compelling growth opportunity leveraging AI infrastructure demand, though premium valuation metrics (P/E 241.53, P/S 25.08) warrant caution. Key risks include high debt levels ($15.1B long-term) and cyclical tech spending. Current price near the $197 low target suggests limited downside with 10% upside to consensus target, supported by strong cash flow generation and dividend payments.
ThredUp (TDUP) trades at $3.08, down 4.64% amid a bearish technical signal. The company reported Q2 2026 revenue growth of 16.9% to $90.8 million but missed EPS estimates and cut full-year revenue guidance, triggering a sharp stock decline. Despite a high gross margin of 79.52%, the firm remains unprofitable with a net income margin of -6.65%. Analyst consensus is positive with 57% buy ratings, but recent news highlights shareholder investigations and promotional headwinds.
The outlook is clouded by near-term execution risks and persistent losses, though long-term potential exists if the company can leverage its asset-light model and AI tools to achieve profitability. Key risks include competitive pressures, macroeconomic sensitivity, and the need to improve cost management. Investors should weigh analyst optimism against the company's challenging path to sustained earnings.
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →