WallStSmart

CTO Realty Growth Inc (CTO)vsEquinix Inc (EQIX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Equinix Inc generates 6049% more annual revenue ($9.53B vs $154.91M). EQIX leads profitability with a 14.9% profit margin vs 9.1%. EQIX trades at a lower P/E of 74.1x. EQIX earns a higher WallStSmart Score of 54/100 (C-).

CTO

Buy

54

out of 100

Grade: C-

Growth: 9.3Profit: 6.0Value: 5.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.08

EQIX

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 6.5Value: 3.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CTOUndervalued (+88.3%)

Margin of Safety

+88.3%

Fair Value

$158.54

Current Price

$20.52

$138.02 discount

UndervaluedFair: $158.54Overvalued

Intrinsic value data unavailable for EQIX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CTO4 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

EPS GrowthGrowth
1200.0%10/10

Earnings expanding 1200.0% YoY

Operating MarginProfitability
25.0%8/10

Strong operational efficiency at 25.0%

Revenue GrowthGrowth
15.0%8/10

15.0% revenue growth

EQIX3 strengths · Avg: 8.3/10
Market CapQuality
$105.71B9/10

Large-cap with strong market position

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

EPS GrowthGrowth
20.0%8/10

Earnings expanding 20.0% YoY

Areas to Watch

CTO4 concerns · Avg: 2.8/10
Market CapQuality
$678.04M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

Debt/EquityHealth
1.133/10

Elevated debt levels

P/E RatioValuation
100.3x2/10

Premium valuation, high expectations priced in

EQIX4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.452/10

Expensive relative to growth rate

P/E RatioValuation
74.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CTO

The strongest argument for CTO centers on Price/Book, EPS Growth, Operating Margin. Revenue growth of 15.0% 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 : CTO

The primary concerns for CTO are Market Cap, Return on Equity, Debt/Equity. A P/E of 100.3x 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

EQIX carries more volatility with a beta of 1.00 — expect wider price swings.

CTO is growing revenue faster at 15.0% — sustainability is the question.

CTO generates stronger free cash flow (15M), providing more financial flexibility.

Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CTO scores higher overall (54/100 vs 54/100) and 15.0% 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.

CTO Realty Growth Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

CTO Realty Growth, Inc. is a Florida-based publicly traded real estate company owning approximately 2 income properties.

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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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