DLR · Digital Realty Trust, Inc.
Data-center REIT leasing to cloud and AI hyperscalers
Risiko 6/10 · MODERATE-HIGH RISK · AI-datacenter REIT · $188.39 ▲ 0.32%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $188.39
- Market cap $71.1B
- P/E (ttm) 91.9
- Div yield 2.59%
- 52-wk range $146.23 – $208.14
- Index rank #178 / —
Wichtigste Risiken
- AI capex pause deflating the growth premium (Shareholders) — HIGH
- Constant equity and debt issuance to fund the buildout (Shareholders) — MED
- Power and grid constraints delaying new capacity (Customers) — MED
- Hyperscaler tenant concentration and pricing power (Shareholders) — MED
Fazit
A real AI beneficiary with real buildings, but the multiple already assumes the leasing boom runs for years without a wobble.
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