Equinix Inc (EQIX)vsFirst Industrial Realty Trust Inc (FR)
EQIX
Equinix Inc
$1,089.15
+1.21%
REAL ESTATE · Cap: $105.71B
FR
First Industrial Realty Trust Inc
$61.58
-0.16%
REAL ESTATE · Cap: $8.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 1178% more annual revenue ($9.53B vs $745.20M). FR leads profitability with a 46.0% profit margin vs 14.9%. EQIX appears more attractively valued with a PEG of 3.45. FR earns a higher WallStSmart Score of 66/100 (B-).
EQIX
Buy54
out of 100
Grade: C-
FR
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQIX.
Margin of Safety
-41.8%
Fair Value
$41.89
Current Price
$61.58
$19.69 premium
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
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 35.0%
Earnings expanding 199.7% YoY
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
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
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 : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 46.0% and operating margin at 35.0%.
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 : FR
The primary concerns for FR are Piotroski F-Score, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
EQIX profiles as a value stock while FR is a mature play — different risk/reward profiles.
FR carries more volatility with a beta of 1.08 — expect wider price swings.
EQIX is growing revenue faster at 12.1% — sustainability is the question.
FR generates stronger free cash flow (89M), providing more financial flexibility.
Bottom Line
FR scores higher overall (66/100 vs 54/100), backed by strong 46.0% margins. 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.
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 →First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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