Equinix Inc (EQIX)vsRexford Industrial Realty Inc (REXR)
EQIX
Equinix Inc
$1,082.83
-0.57%
REAL ESTATE · Cap: $106.79B
REXR
Rexford Industrial Realty Inc
$35.51
-0.92%
REAL ESTATE · Cap: $8.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 830% more annual revenue ($9.26B vs $995.92M). REXR leads profitability with a 23.3% profit margin vs 14.6%. REXR appears more attractively valued with a PEG of 1.88. REXR earns a higher WallStSmart Score of 63/100 (C+).
EQIX
Buy50
out of 100
Grade: C-
REXR
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.5%
Fair Value
$626.41
Current Price
$1082.83
$456.42 premium
Margin of Safety
+73.0%
Fair Value
$139.02
Current Price
$35.51
$103.51 discount
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
Reasonable price relative to book value
Strong operational efficiency at 41.5%
Keeps 23 of every $100 in revenue as profit
Earnings expanding 26.7% YoY
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 2.7% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 41.5%.
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 1.61 is elevated, increasing financial risk.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
EQIX profiles as a value stock while REXR is a declining play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.28 — expect wider price swings.
EQIX is growing revenue faster at 8.1% — sustainability is the question.
REXR generates stronger free cash flow (30M), providing more financial flexibility.
Bottom Line
REXR scores higher overall (63/100 vs 50/100), backed by strong 23.3% 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 →Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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