Equinix Inc (EQIX)vsFirst Industrial Realty Trust Inc (FR)
EQIX
Equinix Inc
$963.00
-0.04%
REAL ESTATE · Cap: $94.62B
FR
First Industrial Realty Trust Inc
$57.18
-1.70%
REAL ESTATE · Cap: $7.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 1173% more annual revenue ($9.26B vs $727.56M). FR leads profitability with a 34.0% profit margin vs 14.6%. FR appears more attractively valued with a PEG of 3.74. FR earns a higher WallStSmart Score of 58/100 (C).
EQIX
Buy50
out of 100
Grade: C-
FR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.0%
Fair Value
$598.17
Current Price
$963.00
$364.83 premium
Margin of Safety
-2.0%
Fair Value
$58.19
Current Price
$57.18
$1.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 21.5%
Earnings expanding 22.9% YoY
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
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
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.0% and operating margin at 42.1%.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 69.9x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : FR
The primary concerns for FR are P/E Ratio, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
EQIX profiles as a value stock while FR is a mature play — different risk/reward profiles.
FR carries more volatility with a beta of 1.12 — expect wider price swings.
EQIX is growing revenue faster at 8.1% — sustainability is the question.
EQIX generates stronger free cash flow (-292M), providing more financial flexibility.
Bottom Line
FR scores higher overall (58/100 vs 50/100), backed by strong 34.0% 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.
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 →First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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