EQUINIX INC · REIT (real estate trust)

EQIX

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 16% in the latest quarter vs a year ago
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 3.2% to their holdings in the quarter ending June 2026 (704 bought, 497 sold)
Held by Philippe Laffont (Coatue), Ray Dalio (Bridgewater), Stanley Druckenmiller (Duquesne)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$967.14+1.3% that day

Company value: $95.4B; Share price times all shares
Price vs profit (P/E): 62.3x; You pay about $62 for each $1 of yearly profit
Price vs sales: 9.7x; Company value is 9.7 times a year of sales
Dividend yield: 1.9%; Yearly dividend as a share of today's price
Cash vs value: 1%; Cash as a share of company value
Debt vs value: 18%; Debt as a share of company value

From EQIX's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$2.6B+16% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $9.8B, up 9.6% from the 12 months before. Over 5 years, sales grew about 9.0% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of EQIX. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +9.6% a yearProfit margin16%Last 12 months: 15.6%P/E at the end40xToday: 62.3x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$15.8B

Profit in 5 years$2.5B

Price these guesses point to$927.68-4.1% vs $967.14 todayAbout -0.8% a year, before dividends

What today's price needs: with a 16% margin and a 40x P/E, sales would have to grow about 11% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.8%
MissDebt under half of equityNot relying on borrowed money.1.22x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.6%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$3.9B
MissShare count not growingNot diluting owners. Falling means buybacks.+6.9% in 3 years

Revenue: $9.2B; +5.4% vs prior year
5-year growth: +9.0%/yr; revenue, per year
Total debt: $17.3B; 1.22x equity
Current ratio: 1.32x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.