Compare Digital Realty Trust, Inc. (DLR) vs Taiwan Semiconductor Mfg. Co. Ltd. (TSM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Digital Realty Trust, Inc. vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Digital Realty Trust, Inc. trades at $174.82 (market cap $64.05B), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $425.02 (market cap $1.96T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 30.6× Digital Realty Trust, Inc.'s market cap, and Digital Realty Trust, Inc. pays the higher dividend (2.82%). Which is the better fit depends on your goals.
| DLR | TSM | |
|---|---|---|
Market Cap | $64.05B | $1.96T |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $477.57 |
52-Week Low | $147.93 | $227.33 |
Enterprise Value | $81.57B | $1.89T |
Dividend Yield | 2.82% | 0.9% |
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 $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.
TSM trades at $421.58, down 2.89% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Revenue grew to $3.81 trillion in 2025, with a net income margin of 46.5%. Analysts maintain a strong buy consensus with a $493.75 price target, citing AI-driven demand.
Outlook remains positive due to robust AI chip demand and earnings momentum, but risks include geopolitical tensions and high valuation multiples. The stock offers growth potential with support from institutional sentiment, though near-term volatility may persist around earnings.
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 Taiwan Semiconductor Mfg. Co. Ltd.
Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →
