Equinix Inc (EQIX)vsExtra Space Storage Inc (EXR)
EQIX
Equinix Inc
$1,069.44
+0.49%
REAL ESTATE · Cap: $106.25B
EXR
Extra Space Storage Inc
$144.31
-1.03%
REAL ESTATE · Cap: $31.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 174% more annual revenue ($9.53B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 14.9%. EQIX appears more attractively valued with a PEG of 3.52. EQIX earns a higher WallStSmart Score of 54/100 (C-).
EQIX
Buy54
out of 100
Grade: C-
EXR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQIX.
Margin of Safety
-7.2%
Fair Value
$132.91
Current Price
$144.31
$11.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Earnings expanding 20.0% YoY
Strong operational efficiency at 44.0%
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 44.0%.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.6x leaves little room for execution misses. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.23 — expect wider price swings.
EQIX is growing revenue faster at 12.1% — sustainability is the question.
EXR generates stronger free cash flow (386M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EQIX scores higher overall (54/100 vs 51/100) and 12.1% revenue growth. 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.
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.
Visit Website →Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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