WallStSmart

Equity Lifestyle Properties Inc (ELS)vsEquinix Inc (EQIX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equinix Inc generates 518% more annual revenue ($9.53B vs $1.54B). ELS leads profitability with a 25.0% profit margin vs 14.9%. ELS appears more attractively valued with a PEG of 0.90. ELS earns a higher WallStSmart Score of 60/100 (C+).

ELS

Buy

60

out of 100

Grade: C+

Growth: 3.3Profit: 8.5Value: 7.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.73

EQIX

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 6.5Value: 3.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELSUndervalued (+42.0%)

Margin of Safety

+42.0%

Fair Value

$113.69

Current Price

$62.43

$51.26 discount

UndervaluedFair: $113.69Overvalued

Intrinsic value data unavailable for EQIX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ELS4 strengths · Avg: 9.0/10
Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

Return on EquityProfitability
21.9%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
25.0%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.908/10

Growing faster than its price suggests

EQIX3 strengths · Avg: 8.3/10
Market CapQuality
$105.71B9/10

Large-cap with strong market position

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

EPS GrowthGrowth
20.0%8/10

Earnings expanding 20.0% YoY

Areas to Watch

ELS4 concerns · Avg: 3.3/10
P/E RatioValuation
32.4x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

Debt/EquityHealth
1.873/10

Elevated debt levels

EPS GrowthGrowth
-2.6%2/10

Earnings declined 2.6%

EQIX4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.452/10

Expensive relative to growth rate

P/E RatioValuation
74.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ELS

The strongest argument for ELS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 25.0% and operating margin at 36.9%. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : EQIX

The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Revenue growth of 12.1% demonstrates continued momentum.

Bear Case : ELS

The primary concerns for ELS are P/E Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.87 is elevated, increasing financial risk.

Bear Case : EQIX

The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.1x leaves little room for execution misses. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

EQIX carries more volatility with a beta of 1.00 — expect wider price swings.

EQIX is growing revenue faster at 12.1% — sustainability is the question.

ELS generates stronger free cash flow (150M), providing more financial flexibility.

Monitor REIT - RESIDENTIAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ELS scores higher overall (60/100 vs 54/100), backed by strong 25.0% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Equity Lifestyle Properties Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

We are a self-managed and self-managed real estate investment trust (?

Equinix Inc

REAL ESTATE · REIT - SPECIALTY · USA

Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.

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