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EQIX vs KIM

EQIX
Equinix, Inc.
BEARISH
Price
$1076.40
Market Cap
$106.16B
Sector
Real Estate
AI Confidence
90%
KIM
Kimco Realty Corporation
BEARISH
Price
$23.80
Market Cap
$16.05B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
EQIX
78.11
KIM
29.02
Forward P/E
EQIX
61.1
KIM
27.87
P/B Ratio
EQIX
7.47
KIM
1.54
P/S Ratio
EQIX
11.46
KIM
7.5
EV/EBITDA
EQIX
31.14
KIM
18.57

Profitability

Gross Margin
EQIX
51.32%
KIM
69.05%
Operating Margin
EQIX
21.54%
KIM
33.01%
Profit Margin
EQIX
14.58%
KIM
27.32%
ROE
EQIX
9.72%
KIM
5.54%
ROA
EQIX
3.33%
KIM
2.24%

Growth

Revenue Growth
EQIX
8.1%
KIM
3.2%
Earnings Growth
EQIX
--
KIM
-6.8%

Financial Health

Debt/Equity
EQIX
1.6
KIM
0.79
Current Ratio
EQIX
1.32
KIM
0.49
Quick Ratio
EQIX
0.81
KIM
0.49

Dividends

Dividend Yield
EQIX
1.79%
KIM
4.37%
Payout Ratio
EQIX
136.34%
KIM
123.17%

AI Verdict

EQIX BEARISH

Equinix exhibits a severe valuation disconnect, with a current price of $1076.40 dwarfing both its Graham Number ($211.38) and Intrinsic Value ($96.46). The Piotroski F-Score of 4/9 indicates only stable financial health, while a dividend payout ratio of 136.34% is fundamentally unsustainable. Despite strong market positioning in AI infrastructure, the PEG ratio of 5.00 and bearish insider activity from the CEO and CFO suggest the stock is priced for perfection in a way that current growth rates (8.1% YoY) cannot support.

Strengths
Dominant market position in global vendor-neutral data centers
Strong gross margins (51.32%) and operating margins (21.54%)
Positive long-term price performance (68% 5-year change)
Risks
Extreme overvaluation (P/E of 78.11 vs sector average of 41.83)
Unsustainable dividend payout ratio (136.34%)
Bearish insider sentiment with significant selling by C-suite executives
KIM BEARISH

KIM presents a stable but mediocre financial health profile with a Piotroski F-Score of 4/9. The stock is significantly overvalued, trading at $23.80 despite a Graham Number of $16.86 and a growth-based intrinsic value of $5.74. A critical red flag is the dividend payout ratio of 123.17%, indicating that the current dividend is unsustainable relative to earnings. While analysts remain bullish, the combination of negative earnings growth, bearish insider sentiment, and poor technical trends suggests a high risk of correction.

Strengths
Strong gross margins at 69.05%
Manageable Debt/Equity ratio of 0.79 compared to sector average
Positive long-term price appreciation (5Y Change +39.3%)
Risks
Unsustainable dividend payout ratio (123.17%)
Negative earnings growth (-6.80% YoY, -9.00% Q/Q)
Significant valuation gap between current price and Graham/Intrinsic values

Compare Another Pair

EQIX vs KIM: Head-to-Head Comparison

This page compares Equinix, Inc. (EQIX) and Kimco Realty Corporation (KIM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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