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DBRG or DLR or IRM
Which Stock Would AI Choose? DigitalBridge Group (DBRG) vs. Digital Realty Trust (DLR) vs. Iron Mountain (IRM) Stock Comparison
Key Takeaways
- IRM leads with over 58% YTD gains and robust Q1 revenue growth of 21.6%, driven by data center expansion and information management demand.
- DLR shows strong momentum with 28% YTD returns, bolstered by Q1 core FFO (funds from operations) up 15.3% on AI leasing.
- DBRG trades near its $16 acquisition price by SoftBank, with 75% one-year returns but flat YTD amid pending deal uncertainties.
- All three benefit from digital infrastructure trends, but IRM and DLR exhibit superior recent stability and growth catalysts.
- Market caps vary: DLR at ~$70B, IRM at ~$39B, DBRG at ~$2.9B, reflecting scale differences in REIT (real estate investment trust) and asset management models.
- Dividend yields range from 0.26% (DBRG) to ~2.6% (IRM and DLR), appealing to income-focused investors.
Introduction
This stock comparison examines DBRG, DLR, and IRM, three players in digital infrastructure tied to surging AI and data needs. DBRG focuses on alternative asset management, while DLR and IRM operate as REITs owning data centers and storage facilities. Traders seeking momentum in tech-enabled real estate and investors eyeing long-term sector growth will find value in their relative performance, valuation sensitivity to interest rates, and exposure to cloud computing demands. Recent market activity highlights contrasts in stability and catalysts amid broader REIT recovery.
DBRG Overview and Recent Performance
DigitalBridge Group (DBRG), Inc. is a global alternative asset manager specializing in digital infrastructure investments, including data centers, cell towers, fiber, and edge assets. With a market cap of approximately $2.9 billion and trading around $15.55, the stock hovers near its $16 per-share acquisition price agreed with SoftBank Group in late 2025, approved by shareholders in recent weeks. This pending deal, valued at $4 billion enterprise-wide, has anchored sentiment, limiting upside volatility despite 75% one-year returns. YTD performance remains flat at about 1.8%, reflecting consolidation after prior surges. Influences include acquisition regulatory progress and broader infrastructure M&A (mergers and acquisitions) interest, with a P/E ratio near 32 and modest 0.26% dividend yield. Recent market activity shows stability rather than aggressive momentum.
DLR Overview and Recent Performance
Digital Realty Trust (DLR), Inc., a leading REIT, owns and operates over 300 data centers globally, providing colocation and interconnection for cloud providers and enterprises. Trading near $197 with a $70 billion market cap, the stock has delivered 28% YTD and 18-22% one-year returns, supported by Q1 2026 results showing 16% revenue growth to $1.64 billion and core FFO up 15.3% to $2.04 per share. AI-driven leasing, comprising 21% of bookings, prompted raised full-year guidance. Sentiment benefits from hyperscale demand and 6.3 gigawatts of development pipeline, though P/E exceeds 50 reflects premium valuation. Dividend yield hovers at 2.5%. Recent weeks' momentum underscores resilience in volatile REIT conditions.
IRM Overview and Recent Performance
Iron Mountain (IRM) Incorporated, a REIT blending records management with data centers, serves over 240,000 customers worldwide. At around $132 and $39 billion market cap, it boasts top-tier 58%+ YTD and 35% one-year gains. Q1 2026 revenue surged 21.6% to $1.94 billion, with net income at $149 million, leading to lifted FY26 outlook amid organic growth over 17%. Data center and digital transformation segments fueled performance, enhancing market positioning. P/E near 145 signals growth pricing, paired with 2.6% yield. Recent market activity reflects strong investor confidence in diversified asset lifecycle management (ALM) amid AI infrastructure tailwinds.
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Head-to-Head Comparison
DBRG’s asset management model offers flexibility in digital ecosystem investments but exposes it to M&A risks, contrasting DLR and IRM’s direct REIT ownership of revenue-generating properties. Growth drivers favor DLR’s hyperscale focus and IRM’s hybrid storage-data play amid AI demand, outpacing DBRG’s pending acquisition cap. Recent momentum shines for IRM (58% YTD) over DLR (28%) and flat DBRG. Risks include interest rate sensitivity for REITs, with DBRG less leveraged but deal-dependent. Sector exposure aligns on data/AI, but IRM diversifies via records. Valuations show DBRG cheapest on P/E (~32), while yields favor REITs (~2.5-2.6%). Sentiment tilts toward operators with proven earnings beats.
Tickeron AI Verdict
Tickeron’s AI currently favors IRM for its trend consistency, explosive YTD momentum, and balanced catalysts from Q1 beats and guidance raises, positioning it strongly in data management growth. DLR follows closely with stable AI leasing trends, while DBRG’s acquisition provides a floor but limits upside potential. Probabilistic edge leans 55% to IRM amid observable infrastructure demand.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DBRG’s FA Score shows that 0 FA rating(s) are green whileDLR’s FA Score has 0 green FA rating(s), and IRM’s FA Score reflects 3 green FA rating(s).
- DBRG’s FA Score: 0 green, 5 red.
- DLR’s FA Score: 0 green, 5 red.
- IRM’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DBRG’s TA Score shows that 4 TA indicator(s) are bullish while DLR’s TA Score has 4 bullish TA indicator(s), and IRM’s TA Score reflects 3 bullish TA indicator(s).
- DBRG’s TA Score: 4 bullish, 3 bearish.
- DLR’s TA Score: 4 bullish, 4 bearish.
- IRM’s TA Score: 3 bullish, 6 bearish.
Price Growth
DBRG (@Investment Managers) experienced а +0.19% price change this week, while DLR (@Specialty Telecommunications) price change was -3.48% , and IRM (@Specialty Telecommunications) price fluctuated -2.93% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.59%. For the same industry, the average monthly price growth was +0.08%, and the average quarterly price growth was +6.97%.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -2.39%. For the same industry, the average monthly price growth was -2.09%, and the average quarterly price growth was +5.77%.
Reported Earning Dates
DBRG is expected to report earnings on Jul 30, 2026.
DLR is expected to report earnings on Jul 23, 2026.
IRM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Investment Managers (-1.59% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
@Specialty Telecommunications (-2.39% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
| DBRG | DLR | IRM | |
| Capitalization | 2.86B | 66.2B | 37.2B |
| EBITDA | 45.7M | 3.82B | 2.32B |
| Gain YTD | 2.152 | 22.677 | 52.007 |
| P/E Ratio | 29.55 | 50.00 | 135.95 |
| Revenue | 98.6M | 6.34B | 7.25B |
| Total Cash | 411M | 2.43B | 251M |
| Total Debt | 329M | 19.2B | 19.4B |
DBRG | DLR | IRM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 60 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 68 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 54 | 25 | |
SMR RATING 1..100 | 79 | 81 | 2 | |
PRICE GROWTH RATING 1..100 | 42 | 48 | 15 | |
P/E GROWTH RATING 1..100 | 50 | 98 | 89 | |
SEASONALITY SCORE 1..100 | n/a | 50 | 42 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DLR's Valuation (68) in the Real Estate Investment Trusts industry is in the same range as DBRG (93) and is in the same range as IRM (98). This means that DLR's stock grew similarly to DBRG’s and similarly to IRM’s over the last 12 months.
IRM's Profit vs Risk Rating (25) in the Real Estate Investment Trusts industry is in the same range as DLR (54) and is significantly better than the same rating for DBRG (100). This means that IRM's stock grew similarly to DLR’s and significantly faster than DBRG’s over the last 12 months.
IRM's SMR Rating (2) in the Real Estate Investment Trusts industry is significantly better than the same rating for DBRG (79) and is significantly better than the same rating for DLR (81). This means that IRM's stock grew significantly faster than DBRG’s and significantly faster than DLR’s over the last 12 months.
IRM's Price Growth Rating (15) in the Real Estate Investment Trusts industry is in the same range as DBRG (42) and is somewhat better than the same rating for DLR (48). This means that IRM's stock grew similarly to DBRG’s and somewhat faster than DLR’s over the last 12 months.
DBRG's P/E Growth Rating (50) in the Real Estate Investment Trusts industry is somewhat better than the same rating for IRM (89) and is somewhat better than the same rating for DLR (98). This means that DBRG's stock grew somewhat faster than IRM’s and somewhat faster than DLR’s over the last 12 months.
| DBRG | DLR | IRM | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 74% | 2 days ago 53% | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 65% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 49% | 2 days ago 53% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 55% | 2 days ago 51% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 55% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 60% | 2 days ago 69% |
| Advances ODDS (%) | 3 days ago 70% | 6 days ago 65% | 6 days ago 71% |
| Declines ODDS (%) | 13 days ago 75% | 2 days ago 59% | 4 days ago 55% |
| BollingerBands ODDS (%) | N/A | 2 days ago 69% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 66% | 2 days ago 51% | 2 days ago 61% |
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DLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, DLR has been closely correlated with IRM. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if DLR jumps, then IRM could also see price increases.
| Ticker / NAME | Correlation To DLR | 1D Price Change % | ||
|---|---|---|---|---|
| DLR | 100% | -2.25% | ||
| IRM - DLR | 69% Closely correlated | -2.10% | ||
| DBRG - DLR | 68% Closely correlated | N/A | ||
| EQIX - DLR | 59% Loosely correlated | -1.87% | ||
| SPG - DLR | 51% Loosely correlated | -1.37% | ||
| MAC - DLR | 47% Loosely correlated | -3.31% | ||
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