EQIX · Equinix, Inc.
$1000.372026-05-17Sector: Real Estate; Industry: REIT - Specialty; Sub-Industry: Data Center REITs
Intrinsic Value Range Comparison · Mulya.ai
Very High Uncertainty
Base · active
$88
-91.2% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($27 · $109) Analysts Range ($870 · $1075) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2021.Q4 | $6.6B | — | 16.7% | 17.9% | $909MM | −$1.3B | −$439MM | 7.6% | — | 4.3% | $21.2B | $5.08 | — |
| 2022.Q4 | $7.3B | 9.5% | 16.5% | 15.0% | $1.0B | −$1.2B | −$205MM | 8.6% | — | 4.6% | $22.7B | $7.16 | — |
| 2023.Q4 | $8.2B | 12.7% | 17.6% | 13.8% | $1.2B | −$899MM | $346MM | 8.3% | — | 5.3% | $24.4B | $9.85 | — |
| 2024.Q4 | $8.7B | 6.8% | 15.2% | 16.5% | $1.1B | −$681MM | $428MM | 9.0% | — | 4.4% | $25.5B | $8.28 | — |
| 2025.Q4 | $9.2B | 5.6% | 20.0% | 10.6% | $1.7B | −$771MM | $881MM | 9.0% | — | 5.9% | $30.2B | $13.72 | 53.3 |
| italics below = DCF projection · 10yr Rev CAGR: 8.4% |
| 2026.Q4 | $10.2B | +10.4% | 20.0% | 11.6% | $1.8B | −$1.8B | −$27MM | 8.8% | −$25MM | 5.8% | $32.0B | $18.34 | 54.5 |
| 2027.Q4 | $11.1B | +8.9% | 20.5% | 12.5% | $2.0B | −$2.0B | −$11MM | 8.8% | −$9MM | 6.0% | $34.0B | $20.29 | 49.3 |
| 2028.Q4 | $12.1B | +9.2% | 21.1% | 13.4% | $2.2B | −$2.7B | −$484MM | 8.8% | −$375MM | 6.3% | $36.7B | $22.48 | 44.5 |
| 2029.Q4 | $13.6B | +11.8% | 21.6% | 14.4% | $2.5B | −$1.5B | $1.0B | 8.8% | $747MM | 6.7% | $38.2B | $25.49 | 39.2 |
| 2030.Q4 | $15.0B | +10.6% | 22.6% | 15.3% | $2.9B | −$1.6B | $1.3B | 8.8% | $822MM | 7.4% | $39.8B | $29.24 | 34.2 |
|
| Term. Yr+ | $21.6B | 4.1% | 22.6% | 20.0% | $3.9B | −$1.9B | $2.0B | 8.6% | $19.7B | 8.6% | — | — | — |
Active scenario IV: $88 (-91.2% vs market)