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Equinix inc: the leading provider of colocation data centers trading at fair value
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This study evaluates Equinix, the world’s largest neutral colocation provider, within a fast growing data-centre market. Though decreasing hyperscaler demand, land scarcity and increasing costs cap long-term growth. We model cabinet capacity rising 3.6 % annually and
monthly recurring revenue per cabinet increasing 4.2 %, producing 8 % top-line growth. A blended DCF, NAV and peer multiple approach yields fair value per share of $829 versus its current $873 price, implying a 5% downside. We assign a neutral “Hold” recommendation
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Corporate finance Corporate valuation Discounted cash flow Fundamental valuation Equity research Equity valuation