DLR vs SMCI
DLR: Digital Realty is a global provider of data center, colocation, and interconnection solutions that power the critical infrastructure for the world's leading cloud and enterprise companies. SMCI: Supermicro is a leading provider of high-performance server and storage solutions optimized for AI, cloud, and enterprise data center workloads.
Side-by-side fundamentals
| Metric | DLR | SMCI | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $195.76 | $29.81 | |
| Market cap as of 2026-08-01 | $71.4B | $17.9B | |
| P/E as of 2026-08-01 | 89.37 | 14.73 | SMCI lower |
| PEG as of 2026-08-01 | -8.93 | 0.31 | DLR lower |
| Net margin as of 2026-08-01 | +11.8% | +3.7% | DLR higher |
| Gross margin as of 2026-08-01 | +59.0% | +8.4% | DLR higher |
| Operating margin as of 2026-08-01 | +14.4% | +4.5% | DLR higher |
| ROE as of 2026-08-01 | +3.3% | +18.2% | SMCI higher |
| ROA as of 2026-08-01 | +1.6% | +6.3% | SMCI higher |
| Debt / equity as of 2026-08-01 | 0.68 | 1.16 | DLR lower |
| Revenue growth (YoY) as of 2026-08-01 | +17.4% | +56.2% | SMCI higher |
| Revenue CAGR (3y) SEC XBRL | +9.2% | +61.7% | SMCI higher |
| Dividend yield as of 2026-08-01 | +2.5% | n/a | |
| Beta as of 2026-08-01 | 1.06 | 2.02 | |
| 1-year return as of 2026-07-27 close | +10.0% | -45.3% | DLR higher |
Fundamentals: market data, as of 2026-08-01. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.