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U.S. Data Center REITs Industry Analysis

UpdatedDec 16, 2025
DataAggregated Company Financials
Companies3
  • 7D-4.9%
  • 3M-6.7%
  • 1Y-19.3%
  • YTDn/a

Over the last 7 days, the Data Center REITs industry has dropped 5.4%, driven by Digital Realty Trust declining 6.7%. The industry has fallen 20% in the last year. As for the next few years, earnings are expected to grow by 4.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$133.6bUS$14.9bUS$2.4b54.2x55x9x
Thu, 13 Nov 2025US$152.7bUS$14.9bUS$2.4b58x62.8x10.2x
Sat, 11 Oct 2025US$155.8bUS$14.6bUS$2.3b60.8x66.7x10.7x
Mon, 08 Sep 2025US$132.4bUS$14.6bUS$2.3b58.8x56.7x9.1x
Wed, 06 Aug 2025US$136.2bUS$14.6bUS$2.3b60.2x58.3x9.3x
Fri, 04 Jul 2025US$136.2bUS$14.3bUS$1.3b116x103.4x9.5x
Sun, 01 Jun 2025US$144.7bUS$14.3bUS$1.3b120.9x109.9x10.1x
Tue, 29 Apr 2025US$136.8bUS$14.3bUS$1.2b119.9x113.5x9.6x
Thu, 27 Mar 2025US$133.8bUS$14.2bUS$1.4b94.4x97.2x9.4x
Sat, 22 Feb 2025US$146.2bUS$13.6bUS$1.4b104.5x106.2x10.7x
Mon, 20 Jan 2025US$148.7bUS$13.5bUS$1.5b115.7x102.1x11x
Wed, 18 Dec 2024US$155.1bUS$13.5bUS$1.5b120.5x106.5x11.5x
Fri, 15 Nov 2024US$147.2bUS$13.8bUS$1.5b114.8x101x10.7x
Sun, 13 Oct 2024US$136.4bUS$13.4bUS$2.1b64.3x64.4x10.2x
Tue, 10 Sep 2024US$128.8bUS$13.4bUS$2.1b60.7x60.8x9.6x
Thu, 08 Aug 2024US$124.1bUS$13.2bUS$2.0b61.6x61.3x9.4x
Sat, 06 Jul 2024US$121.3bUS$13.3bUS$2.1b60x58.8x9.1x
Mon, 03 Jun 2024US$120.5bUS$13.3bUS$2.1b59.5x58.5x9.1x
Wed, 01 May 2024US$111.7bUS$13.2bUS$1.9b58.7x59.5x8.5x
Fri, 29 Mar 2024US$123.0bUS$13.2bUS$1.9b65.1x65.5x9.3x
Sun, 25 Feb 2024US$127.3bUS$13.2bUS$1.9b66.7x67.8x9.6x
Tue, 23 Jan 2024US$118.8bUS$12.8bUS$1.8b67.4x67.7x9.3x
Thu, 21 Dec 2023US$117.6bUS$12.8bUS$1.8b65.6x67.1x9.2x
Sat, 18 Nov 2023US$115.1bUS$12.8bUS$1.8b64.8x65.6x9x
Mon, 16 Oct 2023US$107.4bUS$12.3bUS$1.2b91x90x8.7x
Wed, 13 Sep 2023US$113.0bUS$12.3bUS$1.2b96x94.7x9.2x
Fri, 11 Aug 2023US$109.8bUS$12.3bUS$1.2b92.1x92x8.9x
Sun, 09 Jul 2023US$106.1bUS$11.8bUS$1.1b94.1x92.4x9x
Tue, 06 Jun 2023US$102.2bUS$11.8bUS$1.1b89.1x89x8.6x
Thu, 04 May 2023US$93.5bUS$11.6bUS$1.0b87.9x90.2x8.1x
Sat, 01 Apr 2023US$96.1bUS$11.4bUS$1.0b90x92.3x8.4x
Price to Earnings Ratio

92.3x


Total Market Cap: US$96.1bTotal 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 79.7x20242025
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 33% per year over the last three years.
  • Revenues for these companies have grown 9.4% 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-0.69%
Real Estate0.14%
Specialized REITs-1.18%
Data Center REITs-4.89%
Timber REITs3.69%
Self-Storage REITs1.72%
Telecom Tower REITs-1.60%
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$758.152.4%
+US$1.7b		-21.1%PB5.3x

Latest News

DLR
US$150.28
Digital Realty Trust
7D
-7.7%
1Y
-18.8%
EQIX
US$758.15
Equinix
7D
2.4%
1Y
-21.1%
FRMI
US$9.74
Fermi
7D
-39.7%
1Y
n/a