DOCN vs IREN
DOCN: DigitalOcean provides simplified, developer-focused cloud infrastructure and an agentic inference cloud platform that empowers startups and SMBs to build and scale applications. IREN: A vertically integrated AI infrastructure provider that owns the data centers, compute hardware, and software stack required for large-scale AI training and inference.
Side-by-side fundamentals
| Metric | DOCN | IREN | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $99.48 | $26.62 | |
| Market cap | $11.7B | $9.5B | |
| P/E as of 2026-10-20 | 45.22 | n/a | |
| Net margin | +28.8% | -99.4% | DOCN higher |
| Gross margin FY2025, SEC XBRL | +59.9% | n/a | |
| Operating margin | +17.4% | -148.0% | DOCN higher |
| ROE FY2026, SEC XBRL | n/a | -16.8% | |
| ROA | +14.1% | -4.4% | DOCN higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-06-30 | 0.99 | 1.81 | DOCN lower |
| Revenue growth (YoY) | +15.5% | +41.1% | IREN higher |
| Revenue CAGR (3y) SEC XBRL | +16.1% | +110.8% | IREN higher |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-03 | 2.20 | 2.73 | |
| 1-year return as of 2026-10-20 close | +142.0% | -55.0% | DOCN higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
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.