Equinix Inc (EQIX)vsUnion Pacific Corporation (UNP)
EQIX
Equinix Inc
$1,089.07
+1.18%
REAL ESTATE · Cap: $109.36B
UNP
Union Pacific Corporation
$269.48
+1.78%
INDUSTRIALS · Cap: $159.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Union Pacific Corporation generates 167% more annual revenue ($24.70B vs $9.26B). UNP leads profitability with a 29.2% profit margin vs 14.6%. UNP appears more attractively valued with a PEG of 3.03. UNP earns a higher WallStSmart Score of 60/100 (C).
EQIX
Buy50
out of 100
Grade: C-
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.5%
Fair Value
$626.41
Current Price
$1089.07
$462.66 premium
Margin of Safety
-79.7%
Fair Value
$149.00
Current Price
$269.48
$120.48 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
Every $100 of equity generates 41 in profit
Strong operational efficiency at 40.4%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.7x book value
3.2% revenue growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.2% and operating margin at 40.4%.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 80.7x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : UNP
The primary concerns for UNP are Price/Book, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
EQIX carries more volatility with a beta of 1.00 — expect wider price swings.
EQIX is growing revenue faster at 8.1% — sustainability is the question.
UNP generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNP scores higher overall (60/100 vs 50/100), backed by strong 29.2% 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 →Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?