EQUINIX INC vs REALTY INCOME CORP, two REIT stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EQIX and O diverge most: on fcf yield, EQIX reads -0.9% and O reads 6.9%; on debt / equity, EQIX reads 1.38 and O reads 0.01. The rest of the comparable metrics sit closer together. What EQIX's price implies is an extreme bet versus history and the cohort (FFO basis). What O's price implies is a bet that sits within the historical range (FFO basis). The bull and bear cases for each are in their full reports below.
| Metric | EQIX | O |
|---|---|---|
| Price | $1091.09 | $63.09 |
| Market cap | $107.7B | $59.0B |
| Sector | REIT | REIT |
| Stage | Mature | Mature |
| P/E | 75.5 | 51.7 |
| P/B | 7.53 | 1.43 |
| P/S | 11.42 | 9.96 |
| EV/EBITDA | 30.9 | 23.2 |
| Revenue growth | +6.7% | +9.8% |
| Operating margin | 23.6% | — |
| Net margin | 15.1% | 19.1% |
| Return on equity | 9.9% | 2.7% |
| Return on assets | 3.5% | 1.5% |
| Return on invested capital | 5.1% | — |
| FCF yield | -0.9% | 6.9% |
| Dividend yield | 1.7% | 5.1% |
| Debt / equity | 1.38 | 0.01 |
| Current ratio | 1.18 | — |
| Altman Z (solvency) | 2.96 | 1.14 |
| Piotroski F (quality) | 5 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.