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U.S. Data Center REITs Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies4
  • 7D-0.4%
  • 3M-2.5%
  • 1Y19.2%
  • YTDn/a

The Data Center REITs industry has been flat over the last week, but Fermi has lost 14%. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to grow by 7.9% 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 Jul 2026US$173.3bUS$15.8bUS$2.0b59.6x84.9x10.9x
Sat, 06 Jun 2026US$180.8bUS$15.8bUS$2.0b62x88.6x11.4x
Mon, 04 May 2026US$181.6bUS$15.8bUS$2.2b63.8x81.4x11.5x
Wed, 01 Apr 2026US$159.4bUS$15.3bUS$2.1b60.1x76.3x10.4x
Fri, 27 Feb 2026US$164.6bUS$15.3bUS$2.6b58.4x62.9x10.7x
Sun, 25 Jan 2026US$139.4bUS$14.9bUS$2.4b56.4x57.4x9.3x
Tue, 23 Dec 2025US$132.1bUS$14.9bUS$2.4b54.1x54.4x8.9x
Thu, 20 Nov 2025US$143.3bUS$14.9bUS$2.4b55.2x59x9.6x
Sat, 18 Oct 2025US$157.5bUS$14.6bUS$2.3b62x67.4x10.8x
Mon, 15 Sep 2025US$137.4bUS$14.6bUS$2.3b60.9x58.8x9.4x
Wed, 13 Aug 2025US$134.6bUS$14.6bUS$2.3b60.3x57.6x9.2x
Fri, 11 Jul 2025US$133.5bUS$14.3bUS$1.3b113.6x101.4x9.3x
Sun, 08 Jun 2025US$150.1bUS$14.3bUS$1.3b124.6x114x10.5x
Tue, 06 May 2025US$142.1bUS$14.4bUS$1.3b118.5x107.9x9.9x
Thu, 03 Apr 2025US$129.6bUS$14.2bUS$1.4b94.2x94.1x9.1x
Sat, 01 Mar 2025US$142.0bUS$13.6bUS$1.4b100.9x103.1x10.4x
Mon, 27 Jan 2025US$150.7bUS$13.5bUS$1.5b117.7x103.4x11.1x
Wed, 25 Dec 2024US$152.6bUS$13.5bUS$1.5b118.1x104.8x11.3x
Fri, 22 Nov 2024US$151.5bUS$13.5bUS$1.5b119.8x104x11.2x
Sun, 20 Oct 2024US$140.2bUS$13.4bUS$2.1b66.1x66.2x10.5x
Tue, 17 Sep 2024US$135.8bUS$13.4bUS$2.1b64.5x64.1x10.2x
Thu, 15 Aug 2024US$128.7bUS$13.4bUS$2.1b61.4x60.8x9.6x
Sat, 13 Jul 2024US$127.9bUS$13.3bUS$2.1b63.5x62x9.6x
Mon, 10 Jun 2024US$120.0bUS$13.3bUS$2.1b59.2x58.2x9x
Wed, 08 May 2024US$113.7bUS$13.2bUS$2.1b55x54.4x8.6x
Fri, 05 Apr 2024US$119.5bUS$13.2bUS$1.9b62.2x63.6x9x
Sun, 03 Mar 2024US$133.2bUS$13.2bUS$1.9b69.9x71x10.1x
Tue, 30 Jan 2024US$120.4bUS$12.8bUS$1.8b69.9x68.7x9.4x
Thu, 28 Dec 2023US$117.9bUS$12.8bUS$1.8b66.8x67.2x9.2x
Sat, 25 Nov 2023US$116.9bUS$12.8bUS$1.8b66.3x66.6x9.1x
Mon, 23 Oct 2023US$101.8bUS$12.3bUS$1.2b86.2x85.3x8.3x
Wed, 20 Sep 2023US$110.0bUS$12.3bUS$1.2b93.5x92.2x8.9x
Fri, 18 Aug 2023US$108.0bUS$12.3bUS$1.2b91.4x90.5x8.8x
Sun, 16 Jul 2023US$110.6bUS$11.8bUS$1.1b98x96.3x9.3x
Price to Earnings Ratio

96.3x


Total Market Cap: US$110.6bTotal Earnings: US$1.1bTotal Revenue: US$11.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Data Center REITs Industry Price to Earnings3Y Average 77.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Data Center REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 84.9x which is higher than its 3-year average PE of 77.4x.
  • The 3-year average PS ratio of 9.8x is lower than the industry's current PS ratio of 10.9x.
Past Earnings Growth
  • The earnings for companies in the Data Center REITs industry have grown 21% 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-0.43%
Real Estate0.00034%
Specialized REITs-0.73%
Data Center REITs-0.36%
Telecom Tower REITs-0.63%
Self-Storage REITs-1.19%
Timber REITs-3.78%
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$1.02k0.2%
+US$231.8m		32.9%PB7x

Latest News

FRMI
US$7.36
Fermi
7D
-13.6%
1Y
n/a
EQIX
US$1,015.97
Equinix
7D
0.2%
1Y
32.9%
DLR
US$176.30
Digital Realty Trust
7D
-0.01%
1Y
3.0%
BXDC
US$20.57
Blackstone Digital Infrastructure Trust
7D
-5.5%
1Y
n/a
Seeking Alpha • Jun 18

Blackstone Digital Infrastructure Trust: Attractive Setup, But I Need To See The Assets First

Summary Blackstone Digital Infrastructure Trust receives a hold rating due to lack of disclosed asset acquisitions despite an attractive setup and strong Blackstone backing. BXDC targets stabilized, income-generating U.S. data centers leased to investment-grade hyperscale tenants, aiming for long-term, contracted cash flows with minimal development risk. The market opportunity is large, but actual portfolio quality, acquisition yields, and financing costs remain unproven, making initial transactions critical for validating the investment thesis. Until BXDC discloses acquired assets and financials, I remain cautious, as current valuation and AFFO/share growth projections are based on assumptions rather than operational performance. Read the full article on Seeking Alpha