DigitalBridge Group (DBRG) opened 2026 with Q1 total revenue of US$72.2 million and basic EPS of US$0.06, alongside trailing twelve month revenue of US$120.7 million and EPS of US$0.53. Over the past few quarters, revenue has ranged from US$3.8 million to US$72.2 million, while basic EPS has moved between a loss of US$0.08 per share in Q4 2024 and earnings of US$0.29 per share in Q4 2025. This gives investors a wide band of recent earnings outcomes to compare against the latest print. With trailing earnings growth reported at 45.7% and margins influenced by a large one off gain, the focus now shifts to how sustainable the profitability profile looks beneath those headline figures.
See our full analysis for DigitalBridge Group.With the Q1 numbers on the table, the next step is to set these results against the prevailing market stories around DigitalBridge Group and see where the data supports those narratives and where it pushes back.
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TTM net margin at 77.2% comes with a US$44.7 million asterisk
- Over the last 12 months, DigitalBridge Group reported a net profit margin of 77.2%, compared with 11.3% in the prior year. That prior period also contained a US$44.7 million one off gain that lifts both reported earnings and margins.
- What stands out for bullish investors is that this high margin figure sits alongside trailing earnings growth of 45.7% and revenue growth of 26.8% per year. However, the one off gain means:
- Part of the 77.2% margin is tied to a single gain rather than recurring operations, which bullish claims about stronger profitability need to factor in carefully.
- Rewards around strong growth are still present, but the reliance on US$44.7 million of one time income limits how much weight bulls can put on the current margin level as a steady baseline.
Strong 26.8% revenue growth faces bearish concerns on durability
- Revenue is reported to have grown 26.8% per year over the last year, ahead of the 11.1% per year figure given for the wider US market. This frames Q1 2026 revenue of US$72.2 million within a period of relatively fast top line expansion.
- Bears argue that rising rates, regulatory costs, and possible saturation in data center and tower markets could pressure revenue and margins, and the current data speaks to that tension in a few ways:
- Trailing revenue growth and 45.7% earnings growth point to a business that has recently scaled faster than the market, which challenges the more pessimistic view that growth is already stalling.
- At the same time, the presence of a sizeable one off gain in the last 12 months and earnings from discontinued operations that were losses in several recent quarters show that not all profit came from clean, recurring operations, which keeps some of the bearish caution in play.
P/E of 30.4x sits between industry and peer benchmarks
- DigitalBridge Group trades on a trailing P/E of 30.4x based on recent earnings, which is below the 42.2x figure cited for the broader US Capital Markets industry but above the 11.7x peer average. The share price of US$15.56 also sits above a DCF fair value estimate of US$4.66.
- For bullish investors who focus on growth, this valuation mix can still look reasonable, yet it comes with clear pushback:
- Support for the bullish view comes from 45.7% trailing earnings growth and 26.8% revenue growth, which help explain why the market is willing to pay a higher multiple than the 11.7x peer level.
- However, the fact that the current price is above the US$4.66 DCF fair value and that part of recent earnings reflects a US$44.7 million one off gain means the growth story is being priced into a multiple that is not low relative to peers.
Next Steps
To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for DigitalBridge Group on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves.
With both bulls and bears finding support in the recent numbers, it makes sense to review the full picture yourself and then decide how much risk fits your plan by weighing the 3 key rewards and 1 important warning sign.
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DigitalBridge Group’s high 77.2% net margin leans heavily on a US$44.7 million one off gain, while its 30.4x P/E sits above peer levels.
If you are uneasy about paying up for earnings flattered by one time gains and a premium multiple, compare cleaner opportunities using the 52 high quality undervalued stocks.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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