Agree Realty Corporation (ADC)vsEquinix Inc (EQIX)
ADC
Agree Realty Corporation
$73.41
+1.63%
REAL ESTATE · Cap: $9.13B
EQIX
Equinix Inc
$1,089.15
+0.81%
REAL ESTATE · Cap: $105.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 1170% more annual revenue ($9.53B vs $750.04M). ADC leads profitability with a 29.2% profit margin vs 14.9%. ADC appears more attractively valued with a PEG of 0.13. ADC earns a higher WallStSmart Score of 68/100 (B-).
ADC
Strong Buy68
out of 100
Grade: B-
EQIX
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.8%
Fair Value
$380.37
Current Price
$73.41
$306.96 discount
Intrinsic value data unavailable for EQIX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 48.7%
Keeps 29 of every $100 in revenue as profit
18.7% revenue growth
Large-cap with strong market position
Strong operational efficiency at 24.3%
Earnings expanding 20.0% YoY
Areas to Watch
ROE of 3.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ADC
The strongest argument for ADC centers on PEG Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 29.2% and operating margin at 48.7%. Revenue growth of 18.7% demonstrates continued momentum.
Bull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : ADC
The primary concerns for ADC are Return on Equity, Piotroski F-Score, P/E Ratio. A P/E of 41.0x leaves little room for execution misses.
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.
Key Dynamics to Monitor
ADC profiles as a growth stock while EQIX is a value play — different risk/reward profiles.
EQIX carries more volatility with a beta of 1.00 — expect wider price swings.
ADC is growing revenue faster at 18.7% — sustainability is the question.
ADC generates stronger free cash flow (-267M), providing more financial flexibility.
Bottom Line
ADC scores higher overall (68/100 vs 54/100), backed by strong 29.2% margins and 18.7% revenue growth. Both earn "Strong 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.
Agree Realty Corporation
REAL ESTATE · REIT - RETAIL · USA
Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of net leased properties to industry leading retail tenants.
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.
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