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EQIX$1050.77-1.62%
Fair $586.81-44.2%

EQIX

Equinix, Inc.

Real Estate / REIT - SpecialtyNasdaqGS

$1050.77

-17.27 (-1.62%)

Modestly Overvalued-44.2%Fair Value $586.81Fund rank 29/100 · Data gapSEC 18/18 yrs|
SA 50/C
F-Score: 6/9
Significantly Overvalued

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 25.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data QA 35/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

6/9

balance/quality

Valuation

6/100

-44.2% upside

5Y CAGR

-3.9%

34/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 18Warnings: 1sec-companyfacts: 18
Generic DCF/FCF bypassed: REIT/real-estate sector valued with a sector-specific NAV/AFFO model. NAV not curated NAV/share missing; REIT valuation uses AFFO multiple only and confidence is reduced. Estimated downside of 44.2% from current price
Thesis & Journal · EQIXLocal privado en este navegador · Equinix, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$103.6B

P/E

77.8x

↑

EV/EBITDA

30.3x

↑

ROE

9.5%

↑

Gross Margin

51.1%

↑

Debt/Equity

0.09

↓
52-Week Range$1051
$711$1129

TradingView lightweight chart

EQIX price, volumen y niveles de valoración

Último $1,051Periodo +150.2%
Fair value: $586.81

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2008–2025 · 17 años de histórico normalizado

Revenue CAGR

+16.3%

FCF CAGR

—

FCF margin

-4.3%

FCF / Net income

-0.30x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $9.22B · net income $1.35B · FCF $-400.0M

2008-FY → 2025-FY

Gross margin

51.1%— pts

Operating margin

20.0%+9.7% pts

Net margin

14.6%-0.7% pts

FCF margin

-4.3%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
Income Statement
Revenue$9.22B$9.22B$8.75B$8.19B$7.26B$6.64B$6.00B$5.56B$5.07B$4.37B$3.61B$2.73B$2.44B$2.15B$1.89B$1.57B$1.20B$882.5M$704.7M
Net Income$1.35B$1.35B$815.0M$969.0M$705.0M$500.2M$369.8M$507.4M$365.4M$233.0M$126.8M$187.8M$-355.1M$94.7M$140.0M$94.8M$36.9M$69.4M$107.9M
EBITDA$4.10B$4.10B$3.44B$3.37B$2.92B$2.76B$2.48B$2.45B$2.20B$1.85B$1.46B$1.09B$991.0M$893.7M$783.6M$639.7M$444.3M$354.6M—
EPS13.7613.768.5010.317.675.534.185.994.563.001.793.21-6.421.892.831.740.821.752.79
Gross Margin51.1%51.1%48.9%48.4%48.4%—12.2%12.4%12.6%13.3%13.2%13.9%13.3%13.7%13.6%12.8%———
Operating Margin20.0%20.0%15.2%17.6%16.5%16.7%17.6%21.0%19.3%18.5%17.1%20.8%20.8%21.4%20.8%19.5%16.2%20.5%10.4%
Net Margin14.6%14.6%9.3%11.8%9.7%7.5%6.2%9.1%7.2%5.3%3.5%6.9%-14.5%4.4%7.4%6.1%3.1%7.9%15.3%
Balance Sheet
Debt/Equity0.090.090.090.081.431.081.001.181.371.241.221.911.541.331.061.39———
Current Ratio1.181.18—————————————————
Cash Flow
Free Cash Flow$-400.0M$-400.0M$183.0M$436.0M$685.0M———————————$378.0M——
Returns
ROE9.5%9.5%6.0%7.8%6.1%4.6%3.5%5.7%5.1%3.4%2.9%6.8%-15.6%3.9%6.1%4.9%2.0%5.9%11.8%
Valuation
P/E77.7877.78125.91103.80139.53193.53256.03178.67234.70356.74597.89333.40—566.25378.17615.071305.15611.55383.59
EV/EBITDA30.2630.2631.3326.5526.16——————————————
P/B7.427.427.588.068.548.898.9010.2511.8912.1117.3622.8024.6821.8123.9726.4825.7335.9148.55
Growth & Yield
Revenue Growth5.4%5.4%6.8%12.7%9.5%10.6%7.8%9.7%16.1%20.9%32.5%11.5%13.5%14.1%20.6%30.9%35.5%25.2%—
EPS Growth61.9%61.9%-17.6%34.4%38.7%32.3%-30.2%31.4%52.0%67.6%-44.2%150.0%-439.7%-33.2%62.6%112.2%-53.1%-37.3%—
Dividend Yield1.9%1.9%—————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

89.2%

muy exigente

EPS terminal req.

$93.24

Spread vs growth

-27.3%

5Y implied EPS CAGR

52.3%

muy exigente

EPS terminal req.

$112.82

Spread vs growth

9.6%

10Y implied EPS CAGR

29.4%

muy exigente

EPS terminal req.

$181.70

Spread vs growth

32.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +20.1%

Total return

+20.1%

Start / end P/E

104.6x → 76.4x

EPS bridge

8.50 → 13.76

Residual

-16.7%

EPS growth+61.9%
Multiple rerating-27.0%
Dividend+1.9%
Residual / FX / buybacks / cross-term-16.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.