Equinix Inc (EQIX)vsExtra Space Storage Inc (EXR)
EQIX
Equinix Inc
$963.00
-0.04%
REAL ESTATE · Cap: $94.62B
EXR
Extra Space Storage Inc
$128.96
-1.17%
REAL ESTATE · Cap: $28.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 169% more annual revenue ($9.26B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 14.6%. EQIX appears more attractively valued with a PEG of 4.34. EXR earns a higher WallStSmart Score of 57/100 (C).
EQIX
Buy50
out of 100
Grade: C-
EXR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.0%
Fair Value
$598.17
Current Price
$963.00
$364.83 premium
Margin of Safety
+3.2%
Fair Value
$147.25
Current Price
$128.96
$18.29 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
Strong operational efficiency at 44.5%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 44.5%.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 69.9x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
EXR carries more volatility with a beta of 1.24 — expect wider price swings.
EQIX is growing revenue faster at 8.1% — sustainability is the question.
EXR generates stronger free cash flow (362M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EXR scores higher overall (57/100 vs 50/100), backed by strong 28.3% 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 →Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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