Equinix Inc (EQIX)vsStratus Properties Inc (STRS)
EQIX
Equinix Inc
$1,089.15
+1.21%
REAL ESTATE · Cap: $105.71B
STRS
Stratus Properties Inc
$27.82
-2.93%
REAL ESTATE · Cap: $220.40M
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 33136% more annual revenue ($9.53B vs $28.66M). STRS leads profitability with a 75.0% profit margin vs 14.9%. STRS appears more attractively valued with a PEG of 1.19. EQIX earns a higher WallStSmart Score of 54/100 (C-).
EQIX
Buy54
out of 100
Grade: C-
STRS
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EQIX.
Margin of Safety
-67.6%
Fair Value
$17.90
Current Price
$27.82
$9.92 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 75 of every $100 in revenue as profit
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Revenue declined 24.8%
Earnings declined 74.4%
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 : STRS
The strongest argument for STRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 75.0% and operating margin at -197.7%. PEG of 1.19 suggests the stock is reasonably priced for its growth.
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 : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
EQIX profiles as a value stock while STRS is a declining play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.14 — expect wider price swings.
EQIX is growing revenue faster at 12.1% — sustainability is the question.
STRS generates stronger free cash flow (-16M), providing more financial flexibility.
Bottom Line
EQIX scores higher overall (54/100 vs 44/100) and 12.1% revenue growth. Both earn "Buy" and "Hold" 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 →Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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