Comfortable leader
4 companies value 164 bn revenue 17 bn margin — free cash flow — avg. score 3.1
EQIX holds 58.8% of the group's value, 1.5x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EQIX | Equinix United States · score 2.7 | 59% | 96 bn | 9.8 bn | 15.6% | -0.9 bn | -0.9% | 2.0% | Interconnection data center REIT · World's largest carrier-neutral data center operator; an interconnection network effect | |
| 2 | DLR | Digital Realty United States · score 4.7 | 39% | 64 bn | 6.8 bn | 11.8% | 3.0 bn | 4.6% | 2.8% | Data center REIT · 2nd largest; focused on large contracts with hyperscalers | |
| 3 | FRMI | Fermi Inc. United States · score 0.0 | 1% | 1.9 bn | — | — | -0.6 bn | — | -31.2% | — | Data center campuses with on-site power generation for hyperscalers · Texas — assets of $1.8bn |
| 4 | BXDC | Blackstone Digital Infrastructure Trust Inc. United States · score 5.0 | 1% | 1.6 bn | — | — | — | — | — | — | Digital infrastructure and data center fund, from Blackstone · New York — assets of $2bn |
Other industries in the same sector
- Sector overview
- Health care REITs 16 companies
- Industrial and logistics REITs 8 companies
- Retail and monthly-dividend REITs 7 companies
- Cell tower REITs 4 companies
- Real estate services 51 companies
- Residential REITs 14 companies
- Self-storage REITs 5 companies
- Neighborhood shopping center REITs 14 companies
- Hotel REITs 15 companies
- Casino and specialty REITs 4 companies
- Office REITs 18 companies
- Diversified net lease REITs 14 companies
and 9 industries more
- Records and hybrid data center REITs 1 company
- Manufactured housing and RV park REITs 3 companies
- Single-family rental REITs 2 companies
- Outdoor advertising REITs 3 companies
- Life science REITs 2 companies
- Timberland REITs 2 companies
- Cold storage REITs 2 companies
- Diversified REITs 10 companies
- Farmland REITs 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.