DLR

ACCE-researched
Digital Realty Trust Inc. Common Stock
Real Estate · REIT - Specialty · NYSE · United States
$182.12-1.16%
Market cap $68.8BNext earnings 2026-10-22Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$182.12+0.0%
confidence-weighted across 3 of 6 models
Now $182.12
$182.12
$58.00$90.93
Avoid
Price vs fair value
136.9% above
-57.8% to fair value
ACCE score
50
out of 100
Analysts
70% buy
27 covering
P/E
88.4x
forward 65.9x
1-year return
+6.3%
Dividend yield
2.68%
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Overview

Investor warnings · 4 flags
  • high
    Extreme valuation disconnect
    Forward P/E of 83.3x vs trailing 47.9x implies earnings expected to fall sharply; EV/EBITDA 22.1x and P/S 10.8x leave little margin of safety.
  • high
    ACCE score spike suspicious
    Score surged +59 points in 90 days (5→64) with no obvious fundamental catalyst; rapid score inflation warrants scrutiny of underlying data quality.
  • moderate
    Insider selling, zero buying
    Last 10 disclosed transactions show $10.64M in sales and $0 in buys; insiders are net sellers at current price levels.
  • moderate
    Revenue growth stalling
    QoQ revenue growth is 0.0% despite strong 16.7% YoY headline; sequential momentum has flatlined, risking deceleration narrative.
Reports in 31 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+4.3% · 1Y

Valuation

INVESTOR
Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish70% buy · 27 covering analysts
Strong buy 12 Buy 7 Hold 6 Sell 2 Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 0% of peers
low 19.3x88.4xhigh 88.4x
ROEbetter than 33% of peers
low -207%3%high 225%
Div yieldbetter than 17% of peers
low 1.9%2.7%high 5.8%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
AMTAmerican Tower Corporation (REIT) Common Stock$81.1B23.933.9%10.194.0%-Compare
EQIXEquinix Inc. Common Stock REIT$100.8B65.810.7%1.341.9%-Compare
IRMIron Mountain Incorporated (Delaware)Common Stock REIT$34.0B81.1225.1%-25.483.0%-Compare
CCICrown Castle Inc. Common Stock$31.9B29.8-206.7%-14.895.8%-Compare
SBACSBA Communications Corporation Class A Common Stock$18.9B19.30.0%-2.662.8%-Compare
WYWeyerhaeuser Company Common Stock$15.3B32.25.0%0.593.9%-Compare

Sector report card

Where DLR ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 31 days, last quarter beat by 0.1%.

Ask anything, Pro feature

Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
-3.4%
1 month
-5.3%
3 months
-3.2%
6 months
+5.1%
YTD
+17.7%
1 year
+6.3%

SEC filings

40 filings
August 2026
Aug 31
Form 4Insider transactionPeriod 2026-08-27
Aug 19
8-KCurrent reportPeriod 2026-08-19
July 2026
Jul 31
10-QQuarterly reportPeriod 2026-06-30
37 more filings + AI summaries on Investor+.INVESTOR