Professional
Added to YB: 2026-09-17
Pitch date: 2026-07-21
EQIX [bullish]
Equinix, Inc.
Author Info
Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.
Company Info
Equinix, Inc. shortens the path to boundless connectivity anywhere in the world. Its digital infrastructure, data center footprint and interconnected ecosystems empower innovations that enhance our work, life and planet.
Market Cap
$98.5B
Pitch Price
N/A
Price Target
N/A
Dividend
2.07%
EV/EBITDA
25.04
P/E
64.23
EV/Sales
12.21
Sector
Specialized REITs
Category
growth
SGA U.S. Large Cap Growth New Position: Equinix, Inc.
EQIX: Equinix’s growth has reaccelerated as AI inferencing ramps and power demand remains high, while new leaders are now in place. Roughly 95% of revenue is recurring, and management highlights record-low churn; interconnection-driven network effects support premium pricing and retention. The key risk is how quickly AI-driven demand translates into bookings and deployments as future-growth expectations rise, alongside competition and rising power costs.
Read full article (2 min)