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U.S. Data Center REITs Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies3
  • 7D1.2%
  • 3M-6.4%
  • 1Y-16.8%
  • YTDn/a

In the last week, the Data Center REITs industry is up 2.1%, with Digital Realty Trust up 4.6%. Meanwhile, Fermi actually underperformed within the industry, shrinking 13% in the last week. However, the industry is down 18% over the past year. As for the next few years, earnings are expected to grow by 3.9% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Dec 2025US$133.6bUS$14.9bUS$2.4b54.4x55x9x
Sun, 23 Nov 2025US$136.9bUS$14.9bUS$2.4b54.5x56.3x9.2x
Tue, 21 Oct 2025US$156.0bUS$14.6bUS$2.3b62.6x66.8x10.7x
Thu, 18 Sep 2025US$136.7bUS$14.6bUS$2.3b60.1x58.5x9.3x
Sat, 16 Aug 2025US$133.6bUS$14.6bUS$2.3b59.7x57.2x9.1x
Mon, 14 Jul 2025US$131.8bUS$14.3bUS$1.3b112.6x100.1x9.2x
Wed, 11 Jun 2025US$149.4bUS$14.3bUS$1.3b124.6x113.4x10.4x
Fri, 09 May 2025US$142.7bUS$14.3bUS$1.3b117.4x108.3x10x
Sun, 06 Apr 2025US$121.7bUS$14.2bUS$1.4b87x88.4x8.6x
Tue, 04 Mar 2025US$141.6bUS$13.6bUS$1.4b100.9x102.9x10.4x
Thu, 30 Jan 2025US$142.3bUS$13.5bUS$1.5b108.5x97.7x10.5x
Sat, 28 Dec 2024US$152.2bUS$13.5bUS$1.5b116.8x104.5x11.3x
Mon, 25 Nov 2024US$154.5bUS$13.5bUS$1.5b121.4x106.1x11.4x
Wed, 23 Oct 2024US$138.7bUS$13.4bUS$2.1b65.3x65.5x10.4x
Fri, 20 Sep 2024US$134.6bUS$13.4bUS$2.1b64x63.5x10.1x
Sun, 18 Aug 2024US$128.6bUS$13.4bUS$2.1b60.6x60.7x9.6x
Tue, 16 Jul 2024US$128.8bUS$13.3bUS$2.1b63.7x62.5x9.7x
Thu, 13 Jun 2024US$121.8bUS$13.3bUS$2.1b60x59.1x9.2x
Sat, 11 May 2024US$120.6bUS$13.3bUS$2.1b58.6x58.5x9.1x
Mon, 08 Apr 2024US$119.7bUS$13.2bUS$1.9b62.8x63.7x9.1x
Wed, 06 Mar 2024US$135.4bUS$13.2bUS$1.9b69.6x72.1x10.3x
Fri, 02 Feb 2024US$123.9bUS$12.8bUS$1.8b70.3x70.7x9.7x
Sun, 31 Dec 2023US$118.1bUS$12.8bUS$1.8b66.5x67.3x9.2x
Tue, 28 Nov 2023US$116.9bUS$12.8bUS$1.8b66.5x66.6x9.1x
Thu, 26 Oct 2023US$100.0bUS$12.3bUS$1.2b85.3x83.8x8.1x
Sat, 23 Sep 2023US$106.6bUS$12.3bUS$1.2b90.6x89.3x8.7x
Mon, 21 Aug 2023US$107.7bUS$12.3bUS$1.2b90.9x90.2x8.8x
Wed, 19 Jul 2023US$109.4bUS$11.8bUS$1.1b97x95.3x9.2x
Fri, 16 Jun 2023US$104.0bUS$11.8bUS$1.1b90.9x90.6x8.8x
Sun, 14 May 2023US$98.1bUS$11.8bUS$1.1b84.9x85.4x8.3x
Tue, 11 Apr 2023US$93.1bUS$11.4bUS$1.0b86.5x89.4x8.2x
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 79.5x20242025
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 Market1.34%
Real Estate0.83%
Specialized REITs0.97%
Data Center REITs1.15%
Telecom Tower REITs1.39%
Timber REITs1.03%
Self-Storage REITs0.67%
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
DLR Digital Realty TrustUS$155.193.5%
+US$1.8b		-12.9%PB2.4x
EQIX EquinixUS$758.720.03%
+US$20.6m		-19.5%PB5.3x

Latest News

DLR
US$155.19
Digital Realty Trust
7D
3.5%
1Y
-12.9%

DLR: Record AI Demand Pipeline Will Drive Future Upside Despite Power Constraints

Analysts have modestly trimmed their price target on Digital Realty Trust to about $198 from roughly $199, reflecting a slightly higher discount rate and marginally lower growth and margin assumptions, even as they point to attractive valuation, stable data center demand, and a record demand pipeline supporting long-term, predictable growth. Analyst Commentary Recent Street research reflects a generally constructive stance on Digital Realty Trust, with bullish analysts highlighting improving fundamentals and an increasingly supportive demand backdrop for data centers, while more cautious views focus on execution risk and the sustainability of growth at current valuation levels.
EQIX
US$758.72
Equinix
7D
0.03%
1Y
-19.5%
FRMI
US$7.92
Fermi
7D
-6.2%
1Y
n/a