Equinix Inc (EQIX)vsTexas Instruments Incorporated (TXN)
EQIX
Equinix Inc
$1,089.07
+1.18%
REAL ESTATE · Cap: $106.79B
TXN
Texas Instruments Incorporated
$269.22
+4.41%
TECHNOLOGY · Cap: $245.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Texas Instruments Incorporated generates 99% more annual revenue ($18.44B vs $9.26B). TXN leads profitability with a 29.1% profit margin vs 14.6%. TXN appears more attractively valued with a PEG of 1.47. TXN earns a higher WallStSmart Score of 74/100 (B).
EQIX
Buy50
out of 100
Grade: C-
TXN
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.5%
Fair Value
$626.41
Current Price
$1089.07
$462.66 premium
Intrinsic value data unavailable for TXN.
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
Mega-cap, among the largest globally
Every $100 of equity generates 32 in profit
Strong operational efficiency at 37.8%
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
18.6% revenue growth
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 14.6x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : TXN
The strongest argument for TXN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 37.8%. Revenue growth of 18.6% demonstrates continued momentum.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.6x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : TXN
The primary concerns for TXN are Price/Book, P/E Ratio. A P/E of 46.1x leaves little room for execution misses.
Key Dynamics to Monitor
EQIX profiles as a value stock while TXN is a growth play — different risk/reward profiles.
EQIX carries more volatility with a beta of 1.00 — expect wider price swings.
TXN is growing revenue faster at 18.6% — sustainability is the question.
TXN generates stronger free cash flow (844M), providing more financial flexibility.
Bottom Line
TXN scores higher overall (74/100 vs 50/100), backed by strong 29.1% margins and 18.6% 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 →Texas Instruments Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?