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U.S. Data Center REITs Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies3
  • 7D8.0%
  • 3M14.5%
  • 1Y4.7%
  • YTDn/a

In the last week, the Data Center REITs industry is up 10%, with all of the companies up. This means that the industry has gained 5.4% over the past year. Looking forward, earnings are forecast to grow by 9.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Feb 2026US$163.7bUS$15.3bUS$2.6b59x62.5x10.7x
Sat, 17 Jan 2026US$140.8bUS$14.9bUS$2.4b57.4x58x9.4x
Mon, 15 Dec 2025US$133.6bUS$14.9bUS$2.4b53.8x55x9x
Wed, 12 Nov 2025US$155.6bUS$14.9bUS$2.4b58.9x64x10.4x
Fri, 10 Oct 2025US$155.1bUS$14.6bUS$2.3b62.1x66.4x10.6x
Sun, 07 Sep 2025US$131.7bUS$14.6bUS$2.3b58.8x56.4x9x
Tue, 05 Aug 2025US$135.3bUS$14.6bUS$2.3b60.3x57.9x9.3x
Thu, 03 Jul 2025US$136.6bUS$14.3bUS$1.3b116.2x103.7x9.5x
Sat, 31 May 2025US$145.9bUS$14.3bUS$1.3b120.9x110.8x10.2x
Mon, 28 Apr 2025US$136.8bUS$14.3bUS$1.2b119.3x113.5x9.6x
Wed, 26 Mar 2025US$136.3bUS$14.2bUS$1.4b95.6x99x9.6x
Fri, 21 Feb 2025US$149.5bUS$13.6bUS$1.4b107.7x108.6x11x
Sun, 19 Jan 2025US$148.7bUS$13.5bUS$1.5b115.7x102.1x11x
Tue, 17 Dec 2024US$155.7bUS$13.5bUS$1.5b120.6x106.9x11.5x
Thu, 14 Nov 2024US$148.3bUS$13.8bUS$1.5b114.9x101.8x10.8x
Sat, 12 Oct 2024US$135.7bUS$13.4bUS$2.1b64.3x64.1x10.1x
Mon, 09 Sep 2024US$127.1bUS$13.4bUS$2.1b59.9x60x9.5x
Wed, 07 Aug 2024US$121.1bUS$13.2bUS$2.0b62x59.9x9.2x
Fri, 05 Jul 2024US$121.3bUS$13.3bUS$2.1b59.7x58.8x9.1x
Sun, 02 Jun 2024US$120.5bUS$13.3bUS$2.1b59.5x58.5x9.1x
Tue, 30 Apr 2024US$115.0bUS$13.2bUS$1.9b60x61.2x8.7x
Thu, 28 Mar 2024US$122.9bUS$13.2bUS$1.9b64.5x65.5x9.3x
Sat, 24 Feb 2024US$127.3bUS$13.2bUS$1.9b66.7x67.8x9.6x
Mon, 22 Jan 2024US$117.8bUS$12.8bUS$1.8b66.8x67.2x9.2x
Wed, 20 Dec 2023US$117.6bUS$12.8bUS$1.8b66.7x67x9.2x
Fri, 17 Nov 2023US$115.1bUS$12.8bUS$1.8b65.2x65.6x9x
Sun, 15 Oct 2023US$107.4bUS$12.3bUS$1.2b91x90x8.7x
Tue, 12 Sep 2023US$113.0bUS$12.3bUS$1.2b96.2x94.7x9.2x
Thu, 10 Aug 2023US$109.4bUS$12.3bUS$1.2b91.6x91.6x8.9x
Sat, 08 Jul 2023US$106.1bUS$11.8bUS$1.1b94.1x92.4x9x
Mon, 05 Jun 2023US$102.2bUS$11.8bUS$1.1b89.6x89x8.6x
Wed, 03 May 2023US$94.0bUS$11.6bUS$1.0b88.2x90.7x8.1x
Fri, 31 Mar 2023US$92.9bUS$11.4bUS$1.0b86.6x89.2x8.1x
Price to Earnings Ratio

89.2x


Total Market Cap: US$92.9bTotal 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 78.4x202420252026
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 36% 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 Market-1.58%
Real Estate1.03%
Specialized REITs5.32%
Data Center REITs8.00%
Telecom Tower REITs8.17%
Self-Storage REITs3.49%
Timber REITs0.68%
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$924.246.5%
+US$5.6b		-1.6%PB6.4x
DLR Digital Realty TrustUS$176.020.8%
+US$508.4m		3.8%PB2.7x

Latest News

DLR
US$176.02
Digital Realty Trust
7D
0.8%
1Y
3.8%
EQIX
US$924.24
Equinix
7D
6.5%
1Y
-1.6%
FRMI
US$9.36
Fermi
7D
-1.7%
1Y
n/a