Equinix Inc (EQIX)vsStarwood Property Trust Inc (STWD)
EQIX
Equinix Inc
$1,089.15
+1.21%
REAL ESTATE · Cap: $105.71B
STWD
Starwood Property Trust Inc
$17.05
-0.23%
REAL ESTATE · Cap: $6.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 1540% more annual revenue ($9.53B vs $580.84M). STWD leads profitability with a 60.5% profit margin vs 14.9%. STWD appears more attractively valued with a PEG of 1.74. STWD earns a higher WallStSmart Score of 59/100 (C).
EQIX
Buy54
out of 100
Grade: C-
STWD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQIX.
Margin of Safety
+84.7%
Fair Value
$118.33
Current Price
$17.05
$101.28 discount
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
Reasonable price relative to book value
Keeps 61 of every $100 in revenue as profit
Attractively priced relative to earnings
Revenue surging 21.8% year-over-year
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
ROE of 5.3% — below average capital efficiency
Weak financial health signals
Earnings declined 60.4%
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 : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 60.5% and operating margin at 17.4%. Revenue growth of 21.8% demonstrates continued momentum.
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.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
EQIX profiles as a value stock while STWD is a growth play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.03 — expect wider price swings.
STWD is growing revenue faster at 21.8% — sustainability is the question.
STWD generates stronger free cash flow (-56M), providing more financial flexibility.
Bottom Line
STWD scores higher overall (59/100 vs 54/100), backed by strong 60.5% margins and 21.8% 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 →Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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