Mulya.ai
Ticker
DLR
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.046
Beta (levered) ?1.318
Terminal OM% ?22.6%
Segment conc. ?98% dominant
Terminal growth ?4.1%
Bond rating ?BB+ · 2.25%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

DLR · Digital Realty Trust, Inc.

$193.002026-07-21
Sector: Real Estate; Industry: REIT - Industrial; Sub-Industry: Data Center REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$2
-99.1% vs market
Base · active
$0
-105.3% vs market
Bear
$0
-104.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-9
Base $-10
Bull $2
Market $193
Median $213
Market Price $193
Mulya.ai Base $-10
Analysts Median $213
Mulya.ai IV range ($-9 · $2)
Analysts Range ($180 · $235)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$5.5B9.6%6.1%$492MM−$2.4B−$1.9B9.5%1.4%$34.8B$2.69
2024.Q4$5.5B0.0%9.6%8.5%$480MM−$1.6B−$1.1B10.0%1.4%$34.2B$2.69
2025.Q1$5.6B1.4%8.5%10.8%$421MM−$1.7B−$1.3B10.0%1.2%$36.0B$1.71
2025.Q4$5.6B0.0%8.5%2.3%$461MM−$428MM$33MM10.0%1.2%$40.6B$1.71
2026.Q1$6.4B15.5%14.6%2.1%$918MM−$23MM$896MM9.3%2.3%$38.9B$3.9072.7
italics below = DCF projection · 10yr Rev CAGR: 6.9%
2027.Q1$7.0B+8.3%14.6%3.9%$977MM−$1.9B−$968MM9.2%−$887MM2.5%$40.9B$2.7669.9
2028.Q1$7.8B+11.6%16.2%5.7%$1.2B−$3.4B−$2.2B9.1%−$1.8B2.8%$44.3B$3.3657.4
2029.Q1$8.7B+12.0%17.8%7.5%$1.4B−$4.6B−$3.2B9.1%−$2.5B3.1%$48.9B$4.0647.5
2030.Q1$9.6B+9.9%19.4%9.2%$1.7B−$664MM$1.0B9.0%$720MM3.4%$49.6B$4.7740.5
2031.Q1$10.0B+5.2%22.6%11.0%$2.0B−$432MM$1.6B8.9%$1.0B4.1%$50.0B$5.7333.7
Term. Yr+$13.1B4.1%22.6%20.0%$2.4B−$1.1B$1.2B8.6%$11.7B8.6%
Active scenario IV: $0 (-105.3% vs market)