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← CockpitCompetitor Analysis › BXDC Blackstone Digital Infrastructure Trust, Inc.Open in the cockpit ↗

Blackstone Digital Infrastructure Trust, Inc.BXDCCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts

Blackstone-managed REIT that owns data centers and other digital infrastructure real estate leased to technology tenants.

Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$1.61B
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$34.0M
20-day average traded
Fwd P/E
34.9×
forward earnings
ROIC−WACC
n/a
WACC 8.1%
Hurdle
n/a
no reverse DCF
Next earnings
10 days
16 Nov 2026
Close · USD$16.01
1D+1.6%
1W+1.6%
1M-5.0%
3M-19.5%
6Mn/a
YTDn/a
1Yn/a
ATR %4.1%
52w lowhigh30.1% off high

What Blackstone Digital Infrastructure Trust does

Blackstone-managed REIT that owns data centers and other digital infrastructure real estate leased to technology tenants.

Products and services

  • Data center ownership/leasing

Customers

  • Cloud and hyperscale technology companies

Where it sits in the supply chain

  • Real estate
  • Digital infrastructure REITs
  • Owned data center real estate

What could go right

  • AI/cloud-driven data-center demand growth

What could go wrong

  • High construction and power-supply costs
  • Concentration in a few large tenants

Moat: narrow (scale, cost advantage). Blackstone's capital access and scale help fund large, capital-intensive data-center developments.

Headquarters: New York, New York, US · Founded: 2024

Named competitors

Blackstone Digital Infrastructure Trust at a glance

Size Blackstone Digital Infrastructure Trust (BXDC) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $1.61B, the 1943rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $16.01 on 6 Nov 2026.

Valuation It trades at 34.9× forward earnings against a peer median of 14.2× (most expensive of 17).

Short interest Short interest is 3.9% of the free float (15 Oct 2026).

Next results Next results expected around 16 Nov 2026 (exchange calendar; dates can move).

Blackstone Digital Infrastructure Trust competitors and peer comparison

Head to head with its named competitors (BXDC vs DLR vs EQIX)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Blackstone Digital Infrastructure Trust BXDC$1.61Bn/an/an/a34.9×n/a
Digital Realty DLR$65.9B-10%+21%20%65.9×n/a
Equinix EQIX$100B-5%+11%15%53.2×n/a

How Blackstone Digital Infrastructure Trust compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Blackstone Digital Infrastructure Trust against its 20 peers (data as of 6 Nov 2026)
MeasureBXDCPeer medianRank in peer set
1-month return-5.0%+2.1%3rd lowest of 21
Distance from 52-week high-30.1%-19.2%5th lowest of 21
Forward P/E34.9×14.2×most expensive of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Blackstone Digital Infrastructure Trust BXDCUnited States$1.61Bn/an/an/a34.9×n/an/a
Charter Hall Retail REIT CQR.AXAustralia$1.59B+6%+31%73%14.3×n/an/a
Global Net Lease GNLUnited States$1.58B-26%-30%35%n/an/an/a
Safestore SAFE.LUnited Kingdom$1.67B-13%+7%55%14.1×n/an/a
Supermarket Income REIT SUPR.LUnited Kingdom$1.54B+4%-7%81%13.3×n/an/a
Diversified Healthcare Trust DHCUnited States$1.70B-17%-4%-1%n/an/an/a
Douglas Emmett DEIUnited States$1.70B-18%+2%19%n/an/an/a
Japan Logistics Fund 8967.TJapan$1.52B-8%+3%53%21.0×n/an/a
HomeCo Daily Needs REIT HDN.AXAustralia$1.71B-2%+4%75%13.3×n/an/a
Innovative Industrial Properties IIPRUnited States$1.51B-4%-4%47%13.4×n/an/a
Eurocommercial Properties ECMPA.ASNetherlands$1.72B-7%+1%75%10.3×n/an/a
Killam Apartment REIT KMP-UN.TOCanada$1.51B-3%+5%63%11.0×n/an/a
OUE Real Estate Investment Trust TS0U.SISingapore$1.50B-5%+7%73%16.2×n/an/a
Daiwa Office Investment 8976.TJapan$1.74B-12%+24%44%19.2×n/an/a
Mitsui Fudosan Accommodations Fund 3226.TJapan$1.75B-16%+18%47%21.6×n/an/a
MORI TRUST REIT.Inc 8961.TJapan$1.48B-13%-14%64%18.0×n/an/a
Ingenia Communities INA.AXAustralia$1.48B+36%+8%29%14.4×n/an/a
CBL & Associates Properties CBLUnited States$1.46B0%+9%28%14.6×n/an/a
Sekisui House Reit 3309.TJapan$1.78B-23%+5%20%13.9×n/an/a
Charter Hall Long WALE REIT CLW.AXAustralia$1.78B+4%+40%56%14.0×n/an/a
Empire State Realty OP LP Series ES ESBAUnited States$1.46B-6%+2%16%n/an/an/a

Questions

Who are Blackstone Digital Infrastructure Trust's main competitors?
Named competitors: Digital Realty Trust (DLR), Equinix (EQIX), QTS Realty (Blackstone-owned) (private or unlisted), Vantage Data Centers (private or unlisted). The cockpit's measured peer set (industry) also includes Charter Hall Retail REIT (CQR.AX), Global Net Lease (GNL), Safestore (SAFE.L), Supermarket Income REIT (SUPR.L), Diversified Healthcare Trust (DHC), Douglas Emmett (DEI).
Is Blackstone Digital Infrastructure Trust expensive compared with its peers?
On forward p/e it trades at 34.9× against a peer median of 14.2×, most expensive of 17 in its peer set.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.