Digital Realty (DLR)
NYSEReal EstateReit - SpecialtySnapshot 2026-09-04
$188.39+0.32%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · DLR
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $188, DLR's earnings are too small for P/E to mean much; on sales it trades at 57× p/e (4.3× the 13× p/e peer median, and 0.5× even its own history). At a normal multiple the price implies ~4% near-term growth vs our ~12% forecast. That gap is an optionality premium a financial-multiple model can't price — our $182 fair value covers only the as-is business, low confidence. Analysts target $197–$240. Note: our $182 fair value sits below the entire analyst range ($197–$240). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $222.00 | — | — | Analyst | medium |
| graham number | 12M | $76.15 | — | — | TTM | medium |
| Peer P/S | 12M | $71.72 | 3.8 | 18.73 | TTM | medium |
| residual income | 12M | $63.70 | — | — | TTM | medium |
| Own P/E history |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$197.00 – $240.00 (median $222.00) · 12 analysts · as of 2026-08-18
No fragility gates fired.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Cheaper than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $376.69 |
| 113.1 |
| 3.33 |
| TTM |
| medium |
| triangulated | 12M | $45.54 | 13.2 | 3.45 | Triangulated | medium |
| Peer P/S | 3Y | $66.97 | 3.8 | 17.49 | guidance | medium |
| Own P/E history | 3Y | $211.91 | 113.1 | 1.87 | Analyst | medium |
| Peer P/S | 5Y | $52.15 | 3.8 | 13.62 | guidance | medium |
| Own P/E history | 5Y | $144.41 | 113.1 | 1.28 | Analyst | medium |