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U.S. Data Center REITs Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies3
  • 7D2.2%
  • 3M23.5%
  • 1Y27.5%
  • YTDn/a

Over the last 7 days, the Data Center REITs industry has risen 4.6%, driven by gains from Equinix of 5.4%. This takes the industry's 12 month performance to a gain of 35%. Looking forward, earnings are forecast to grow by 7.5% annually.

Industry Valuation and Performance

Has the U.S. Data Center REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026US$166.3bUS$15.3bUS$2.1b62.3x79.6x10.8x
Sat, 07 Mar 2026US$160.4bUS$15.3bUS$2.6b58x61.3x10.5x
Mon, 02 Feb 2026US$144.1bUS$14.9bUS$2.4b58.6x59.3x9.7x
Wed, 31 Dec 2025US$135.0bUS$14.9bUS$2.4b55.1x55.5x9x
Fri, 28 Nov 2025US$139.0bUS$14.9bUS$2.4b54.5x57.2x9.3x
Sun, 26 Oct 2025US$158.8bUS$14.8bUS$2.4b64x67.5x10.8x
Tue, 23 Sep 2025US$137.2bUS$14.6bUS$2.3b61.5x58.7x9.4x
Thu, 21 Aug 2025US$133.5bUS$14.6bUS$2.3b59.2x57.2x9.1x
Sat, 19 Jul 2025US$136.5bUS$14.3bUS$1.3b117.8x103.6x9.5x
Mon, 16 Jun 2025US$147.2bUS$14.3bUS$1.3b122.4x111.7x10.3x
Wed, 14 May 2025US$142.1bUS$14.3bUS$1.3b117.4x107.9x9.9x
Fri, 11 Apr 2025US$127.6bUS$14.2bUS$1.4b88.7x92.7x9x
Sun, 09 Mar 2025US$134.8bUS$14.2bUS$1.4b96x97.9x9.5x
Tue, 04 Feb 2025US$143.6bUS$13.5bUS$1.5b108.6x98.6x10.6x
Thu, 02 Jan 2025US$150.9bUS$13.5bUS$1.5b116.5x103.6x11.2x
Sat, 30 Nov 2024US$160.9bUS$13.5bUS$1.5b125.9x110.4x11.9x
Mon, 28 Oct 2024US$147.9bUS$13.4bUS$2.1b69.6x69.8x11.1x
Wed, 25 Sep 2024US$137.5bUS$13.4bUS$2.1b65.2x64.9x10.3x
Fri, 23 Aug 2024US$127.7bUS$13.4bUS$2.1b60.3x60.3x9.5x
Sun, 21 Jul 2024US$126.0bUS$13.3bUS$2.1b62.1x61.1x9.5x
Tue, 18 Jun 2024US$122.4bUS$13.3bUS$2.1b60x59.3x9.2x
Thu, 16 May 2024US$121.7bUS$13.3bUS$2.1b61.7x59x9.2x
Sat, 13 Apr 2024US$118.9bUS$13.2bUS$1.9b61.8x63.3x9x
Mon, 11 Mar 2024US$133.8bUS$13.2bUS$1.9b70.1x71.3x10.1x
Wed, 07 Feb 2024US$123.3bUS$12.8bUS$1.8b69.9x70.3x9.6x
Fri, 05 Jan 2024US$115.9bUS$12.8bUS$1.8b65.5x66.1x9.1x
Sun, 03 Dec 2023US$120.3bUS$12.8bUS$1.8b68.2x68.6x9.4x
Tue, 31 Oct 2023US$104.9bUS$12.8bUS$1.8b59.5x59.8x8.2x
Thu, 28 Sep 2023US$102.3bUS$12.3bUS$1.2b86.7x85.7x8.3x
Sat, 26 Aug 2023US$111.1bUS$12.3bUS$1.2b94x93.1x9x
Mon, 24 Jul 2023US$111.3bUS$11.8bUS$1.1b98.9x96.9x9.4x
Wed, 21 Jun 2023US$104.2bUS$11.8bUS$1.1b90.7x90.8x8.8x
Fri, 19 May 2023US$95.5bUS$11.8bUS$1.1b82.6x83.2x8.1x
Sun, 16 Apr 2023US$91.1bUS$11.4bUS$1.0b84.5x87.5x8x
Price to Earnings Ratio

87.5x


Total Market Cap: US$91.1bTotal Earnings: US$1.0bTotal Revenue: US$11.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Center REITs Industry Price to Earnings3Y Average 77.6x202420252026
Current Industry PE
    There are only 3 companies in the American Data Center REITs industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Data Center REITs industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 10% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Data Center REITs compare with similar industries?

US Market2.97%
Real Estate2.92%
Specialized REITs3.02%
Data Center REITs2.17%
Self-Storage REITs4.66%
Telecom Tower REITs3.02%
Timber REITs2.64%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
EQIX EquinixUS$1.02k2.2%
+US$2.5b		27.6%PB7.1x
DLR Digital Realty TrustUS$185.632.9%
+US$1.8b		27.3%PB2.9x

Latest News

EQIX
US$1,017.66
Equinix
7D
2.2%
1Y
27.6%
DLR
US$185.63
Digital Realty Trust
7D
2.9%
1Y
27.3%

DLR: AI Demand And European Expansion Will Support A Balanced Outlook

Analysts have nudged the price target for Digital Realty Trust slightly higher to $198.55 from $198.38, reflecting updated assumptions around revenue growth, profit margins and future P/E that are being supported by recent positive coverage initiations and target revisions across several research firms. Analyst Commentary Recent research updates on Digital Realty Trust present a mixed picture, with some firms highlighting growth opportunities in AI and interconnection, while others flag potential constraints around development pace, leasing and macro risks.
FRMI
US$4.80
Fermi
7D
-10.6%
1Y
n/a