Equinix Inc (EQIX)vsTerreno Realty Corporation (TRNO)
EQIX
Equinix Inc
$1,042.62
-0.97%
REAL ESTATE · Cap: $103.76B
TRNO
Terreno Realty Corporation
$68.76
+0.90%
REAL ESTATE · Cap: $7.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 1920% more annual revenue ($9.90B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 15.5%. EQIX appears more attractively valued with a PEG of 3.28. TRNO earns a higher WallStSmart Score of 68/100 (B-).
EQIX
Buy56
out of 100
Grade: C
TRNO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.1%
Fair Value
$583.22
Current Price
$1042.62
$459.40 premium
Margin of Safety
+69.0%
Fair Value
$211.33
Current Price
$68.76
$142.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 27.0%
16.7% revenue growth
Earnings expanding 28.8% YoY
Keeps 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.5% and operating margin at 27.0%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 86.5% and operating margin at 40.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 66.2x leaves little room for execution misses. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
EQIX profiles as a growth stock while TRNO is a mature play — different risk/reward profiles.
TRNO carries more volatility with a beta of 1.06 — expect wider price swings.
EQIX is growing revenue faster at 16.7% — sustainability is the question.
TRNO generates stronger free cash flow (37M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (68/100 vs 56/100), backed by strong 86.5% margins and 12.7% 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.
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 →Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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