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U.S. Data Center REITs Industry Analysis
UpdatedMay 25, 2026
DataAggregated Company Financials
Companies4
- 7D1.5%
- 3M9.1%
- 1Y20.6%
- YTDn/a
In the last week, the Data Center REITs industry is up 1.7%, with Equinix up 1.9%. During this same period, the Fermi underperformed, falling 8.1%. This takes the industry's 12 month performance to a gain of 21%. As for the next few years, earnings are expected to grow by 7.6% per annum.
Industry Valuation and Performance
Has the U.S. Data Center REITs Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | US$180.9b | US$15.8b | US$2.0b | 62.7x | 88.7x | 11.4x |
| Wed, 22 Apr 2026 | US$184.7b | US$15.3b | US$2.1b | 67.7x | 88.5x | 12x |
| Fri, 20 Mar 2026 | US$162.9b | US$15.3b | US$2.6b | 59.8x | 62.2x | 10.6x |
| Sun, 15 Feb 2026 | US$163.7b | US$15.3b | US$2.6b | 59.3x | 62.5x | 10.7x |
| Tue, 13 Jan 2026 | US$138.8b | US$14.9b | US$2.4b | 55.9x | 57.1x | 9.3x |
| Thu, 11 Dec 2025 | US$139.6b | US$14.9b | US$2.4b | 53.8x | 57.4x | 9.4x |
| Sat, 08 Nov 2025 | US$154.6b | US$14.9b | US$2.4b | 59.3x | 63.6x | 10.4x |
| Mon, 06 Oct 2025 | US$154.4b | US$14.6b | US$2.3b | 60.7x | 66.1x | 10.6x |
| Wed, 03 Sep 2025 | US$135.2b | US$14.6b | US$2.3b | 58.7x | 57.9x | 9.2x |
| Fri, 01 Aug 2025 | US$139.5b | US$14.6b | US$2.3b | 61x | 59.7x | 9.5x |
| Sun, 29 Jun 2025 | US$134.5b | US$14.3b | US$1.3b | 115.4x | 102.1x | 9.4x |
| Tue, 27 May 2025 | US$142.2b | US$14.3b | US$1.3b | 118.1x | 107.9x | 9.9x |
| Thu, 24 Apr 2025 | US$130.2b | US$14.2b | US$1.4b | 94x | 94.6x | 9.2x |
| Sat, 22 Mar 2025 | US$134.8b | US$14.2b | US$1.4b | 94.9x | 97.9x | 9.5x |
| Mon, 17 Feb 2025 | US$147.2b | US$13.6b | US$1.4b | 105x | 106.9x | 10.8x |
| Wed, 15 Jan 2025 | US$145.4b | US$13.5b | US$1.5b | 113x | 99.8x | 10.8x |
| Fri, 13 Dec 2024 | US$157.2b | US$13.5b | US$1.5b | 122x | 107.9x | 11.6x |
| Sun, 10 Nov 2024 | US$150.4b | US$13.8b | US$1.5b | 117.4x | 103.2x | 10.9x |
| Tue, 08 Oct 2024 | US$135.7b | US$13.4b | US$2.1b | 63.6x | 64.1x | 10.1x |
| Thu, 05 Sep 2024 | US$129.0b | US$13.4b | US$2.1b | 60.5x | 60.9x | 9.6x |
| Sat, 03 Aug 2024 | US$127.2b | US$13.2b | US$2.0b | 63.4x | 62.8x | 9.6x |
| Mon, 01 Jul 2024 | US$122.1b | US$13.3b | US$2.1b | 60.2x | 59.2x | 9.2x |
| Wed, 29 May 2024 | US$120.0b | US$13.3b | US$2.1b | 59.6x | 58.2x | 9x |
| Fri, 26 Apr 2024 | US$115.2b | US$13.2b | US$1.9b | 60.5x | 61.3x | 8.7x |
| Sun, 24 Mar 2024 | US$119.9b | US$13.2b | US$1.9b | 62.9x | 63.9x | 9.1x |
| Tue, 20 Feb 2024 | US$124.3b | US$13.2b | US$1.9b | 65.2x | 66.2x | 9.4x |
| Thu, 18 Jan 2024 | US$117.0b | US$12.8b | US$1.8b | 66.3x | 66.7x | 9.1x |
| Sat, 16 Dec 2023 | US$116.3b | US$12.8b | US$1.8b | 66x | 66.3x | 9.1x |
| Mon, 13 Nov 2023 | US$111.9b | US$12.8b | US$1.8b | 63.4x | 63.8x | 8.7x |
| Wed, 11 Oct 2023 | US$106.4b | US$12.3b | US$1.2b | 89.9x | 89.1x | 8.6x |
| Fri, 08 Sep 2023 | US$113.3b | US$12.3b | US$1.2b | 96.5x | 94.9x | 9.2x |
| Sun, 06 Aug 2023 | US$108.0b | US$12.3b | US$1.2b | 90.3x | 90.5x | 8.8x |
| Tue, 04 Jul 2023 | US$107.6b | US$11.8b | US$1.1b | 95.4x | 93.7x | 9.1x |
| Thu, 01 Jun 2023 | US$99.2b | US$11.8b | US$1.1b | 87.6x | 86.4x | 8.4x |
Price to Earnings Ratio
86.4x
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 88.7x which is higher than its 3-year average PE of 77.4x.
- The 3-year average PS ratio of 9.7x is lower than the industry's current PS ratio of 11.4x.
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 | 1.11% | |
| Real Estate | 1.75% | |
| Specialized REITs | 2.60% | |
| Data Center REITs | 1.48% | |
| Self-Storage REITs | 4.44% | |
| Telecom Tower REITs | 3.71% | |
| Timber REITs | 3.22% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EQIX Equinix | US$1.08k | 1.6% +US$1.7b | 25.1% | PB7.4x | |
| DLR Digital Realty Trust | US$192.03 | 1.9% +US$1.2b | 14.2% | PB3x | |
| BXDC Blackstone Digital Infrastructure Trust | US$22.00 | 2.6% +US$48.1m | n/a | n/a |