Mulya.ai
Ticker
EQIX
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?8.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.970
Beta (levered) ?1.131
Terminal OM% ?22.6%
Segment conc. ?95% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

EQIX · Equinix, Inc.

$1091.302026-07-21
Sector: Real Estate; Industry: REIT - Specialty; Sub-Industry: Data Center REITs

Intrinsic Value Range Comparison · Mulya.ai

Bull
$37
-96.6% vs market
Base · active
$30
-97.2% vs market
Bear
$0
-100.5% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $-6
Base $30
Bull $37
Market $1091
Median $1173
Market Price $1091
Mulya.ai Base $30
Analysts Median $1173
Mulya.ai IV range ($-6 · $37)
Analysts Range ($894 · $1250)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$8.2B17.6%13.4%$1.2B−$1.2B$48MM8.4%5.1%$24.7B$9.82
2024.Q4$8.2B0.0%17.6%16.5%$1.2B−$681MM$524MM9.0%4.8%$25.5B$9.82
2025.Q1$8.7B6.8%15.2%15.0%$1.1B−$667MM$461MM8.9%4.4%$26.3B$8.26
2025.Q4$8.7B0.0%15.2%10.6%$1.2B−$771MM$416MM9.0%4.2%$30.2B$8.26
2026.Q1$9.5B8.1%20.8%10.5%$1.8B−$3.3B−$1.6B8.7%5.7%$31.2B$14.4054.8
italics below = DCF projection · 10yr Rev CAGR: 7.8%
2027.Q1$10.5B+11.2%20.8%11.5%$1.9B−$2.2B−$300MM8.6%−$276MM6.0%$33.4B$19.6155.7
2028.Q1$11.6B+9.9%21.2%12.4%$2.1B−$2.5B−$368MM8.6%−$312MM6.2%$35.9B$21.7050.3
2029.Q1$12.7B+10.2%21.5%13.4%$2.4B−$3.3B−$907MM8.6%−$708MM6.3%$39.2B$24.0745.3
2030.Q1$14.0B+10.1%21.9%14.3%$2.6B−$2.8B−$171MM8.6%−$123MM6.5%$42.0B$26.6540.9
2031.Q1$15.1B+8.1%22.6%15.3%$2.9B−$2.6B$304MM8.6%$201MM6.7%$44.6B$29.4437.1
Term. Yr+$20.8B4.1%22.6%20.0%$3.8B−$1.8B$2.0B8.6%$19.2B8.6%
Active scenario IV: $30 (-97.2% vs market)