NU vs DLR

Comparison between Nu Holdings Ltd Class A (NU, Company) and Digital Realty Trust Inc (DLR, Company).

NU is from the Financial Services sector, while DLR is from the Real Estate sector.

5-Year PerformanceNU has outperformed DLR, delivering a return of +7.6% compared to +6.8%

NU vs DLR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NU(COMPANY)	DLR(COMPANY)
Market Cap	$68B	$69B
Max Drawdown	72.07%	56.80%
Sharpe Ratio	0.27	0.62
5Y Beta	1.30	0.77
Industry	Banks - Regional	Reit - Specialty
P/E Ratio	21.43	48.89
Forward P/E	20.28	78.74
PEG Ratio	0.45	0.23
Dividend Yield	N/A	2.54%
5Y Dividends CAGR	N/A	1.37%
5Y EPS CAGR	N/A	16.78%
Debt to Equity	25.15%	0.00%
Free Cash Flow Yield	0.97%	3.70%
P/S Ratio	8.86	11.16
P/B Ratio	5.32	2.65

Market Cap

$68B

Winner

DLR

$69B

Max Drawdown

72.07%

Winner

DLR

56.80%

Sharpe Ratio

0.27

Winner

DLR

0.62

5Y Beta

1.30

Winner

DLR

0.77

Industry

Banks - Regional

DLR

Reit - Specialty

P/E Ratio

Winner

21.43

DLR

48.89

Forward P/E

Winner

20.28

DLR

78.74

PEG Ratio

0.45

Winner

DLR

0.23

Dividend Yield

N/A

DLR

2.54%

5Y Dividends CAGR

N/A

DLR

1.37%

5Y EPS CAGR

N/A

DLR

16.78%

Debt to Equity

25.15%

Winner

DLR

0.00%

Free Cash Flow Yield

0.97%

Winner

DLR

3.70%

P/S Ratio

Winner

8.86

DLR

11.16

P/B Ratio

5.32

Winner

DLR

2.65

NU vs DLR - Historical Returns

Returns include dividend reinvestment.

Period	NU	DLR
1 month	+1.32%	+6.31%
3 months	+10.79%	-1.23%
6 months	-16.83%	+9.96%
1 year	+6.66%	+19.72%
5 years(CAGR)	+7.61%	+6.80%
10 years(CAGR)	N/A	+10.22%
Max(CAGR)	+7.61%	+18.07%

+1.32%

Winner

DLR

+6.31%

Winner

+10.79%

DLR

-1.23%

-16.83%

Winner

DLR

+9.96%

+6.66%

Winner

DLR

+19.72%

5Y(CAGR)

Winner

+7.61%

DLR

+6.80%

10Y(CAGR)

N/A

DLR

+10.22%

Max(CAGR)

+7.61%

Winner

DLR

+18.07%

NU vs DLR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	NU	DLR
2026	-14.34%	+24.61%
2025	+57.48%	-9.93%
2024	+27.43%	+35.24%
2023	+133.99%	+36.43%
2022	-59.22%	-40.34%
2021	-9.20%	+34.73%
2020	N/A	+22.24%
2019	N/A	+20.32%
2018	N/A	-1.97%
2017	N/A	+18.44%
2016	N/A	+33.87%
2015	N/A	+19.92%
2014	N/A	+41.60%
2013	N/A	-24.46%
2012	N/A	+6.61%
2011	N/A	+33.91%
2010	N/A	+6.40%
2009	N/A	+66.23%
2008	N/A	-11.55%
2007	N/A	+14.41%
2006	N/A	+56.33%
2005	N/A	+76.29%
2004	N/A	+13.57%

NU vs DLR Drawdown Comparison

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The maximum drawdown for DLR was -56.80%, occurring on Nov 20, 2008. Recovery took 289 trading sessions.

The current NU drawdown is -22.28%. The current DLR drawdown is -5.90%.

Rank	NU	DLR
#1	-72.07% Dec 10, 2021 - Mar 20, 2024	-56.80% Sep 19, 2008 - Nov 11, 2009
#2	-39.58% Nov 11, 2024 - Sep 15, 2025	-48.47% Dec 31, 2021 - Jul 16, 2024
#3	-38.17% Jan 28, 2026 - Jun 8, 2026	-41.14% Jul 17, 2012 - Jan 14, 2015
#4	-21.13% Jul 16, 2024 - Aug 15, 2024	-29.41% Nov 29, 2024 - Apr 9, 2026
#5	-14.45% Mar 22, 2024 - Jun 25, 2024	-26.52% Oct 31, 2007 - Jun 19, 2008
#6	-13.47% Sep 17, 2024 - Oct 28, 2024	-24.07% Mar 13, 2020 - Apr 8, 2020
#7	-10.14% Dec 4, 2025 - Jan 5, 2026	-23.03% Aug 2, 2010 - May 31, 2011
#8	-9.63% Sep 22, 2025 - Nov 11, 2025	-21.48% May 11, 2007 - Oct 18, 2007
#9	-8.84% Oct 30, 2024 - Nov 11, 2024	-21.17% Jul 6, 2016 - Apr 10, 2017
#10	-8.48% Aug 30, 2024 - Sep 17, 2024	-21.06% Sep 11, 2017 - Aug 3, 2018
#11	-7.69% Jan 5, 2026 - Jan 22, 2026	-20.98% Apr 20, 2006 - Aug 16, 2006
#12	-6.53% Nov 11, 2025 - Nov 25, 2025	-20.71% Aug 4, 2020 - Jun 7, 2021
#13	-4.41% Jun 27, 2024 - Jul 9, 2024	-20.51% Jul 6, 2011 - Oct 24, 2011
#14	-3.20% Aug 27, 2024 - Aug 30, 2024	-16.68% Aug 28, 2018 - Apr 2, 2019
#15	-1.66% Aug 19, 2024 - Aug 26, 2024	-16.20% Sep 2, 2021 - Nov 29, 2021