American Tower vs Equinix
AMT and EQIX side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AMT and EQIX compare
American Tower and Equinix are about the same size, with market caps of $87.5B and $100B.
On earnings, American Tower is cheaper: it trades at 25.8× trailing earnings, against 65.3× for Equinix.
Equinix grew revenue faster over the last twelve months (9.6% versus 6.6% for American Tower).
Both pay dividends: American Tower yields 3.8% and Equinix 2.0%.
Equinix scores higher on the StockData Score (14 against 7 for American Tower), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AMT | EQIX |
|---|---|---|
| Size and price | ||
| Market cap | $87.5B | $100B |
| Share price | $187.78 | $1013.70 |
| Change, 1 year | 4.9% | 27.1% |
| Change, 5 years | −32.4% | 29.6% |
| Beta (5Y) | 0.59 | 0.83 |
| Employees | 4,866 | 14K |
| StockData Score | ||
| Total score | 7 | 14 (better) |
| Valuation score | 2 (better) | 1 |
| Growth score | 2 | 5 (better) |
| Performance score | 1 | 5 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 2 | 2 |
| Valuation | ||
| P/E | 25.8× (better) | 65.3× |
| P/S | 8.0× (better) | 10.2× |
| P/B | 23.5× | 7.0× (better) |
| EV/EBITDA | 18.6× (better) | 22.7× |
| P/FCF | 22.1× | – |
| PEG | 2.11 (better) | 3.03 |
| FCF yield | 4.5% | – |
| Fair value | $184.63 | $696.91 |
| Margin of safety | −1.7% (better) | −45.5% |
| Growth | ||
| Revenue growth (TTM) | 6.6% | 9.6% (better) |
| Revenue growth, 5Y average | 5.8% | 9.0% (better) |
| Net income growth (TTM) | – | 54.2% |
| EPS growth (TTM) | 164% (better) | 52.1% |
| EPS growth, 5Y average | 7.3% | 26.9% (better) |
| Profitability | ||
| Gross margin | – | 51.5% |
| Operating margin | 44.8% (better) | 21.8% |
| Net margin | – | 15.6% |
| FCF margin | 36.2% | – |
| Return on equity | – | 10.8% |
| Return on invested capital | 11.2% | 17.7% (better) |
| Financial health | ||
| Debt / equity | 10.00 | – |
| Net debt / EBITDA | 5.08 | – |
| Interest coverage | 3.5× | 3.8× (better) |
| Current ratio | 0.35 | 1.13 (better) |
| Altman Z-score | 1.20 | 2.91 (better) |
| Piotroski F-score | – | 6 |
| Dividends and buybacks | ||
| Dividend yield | 3.8% (better) | 2.0% |
| Payout ratio | – | 128% |
| Years of dividend growth | 3 | 9 (better) |
| Dividend growth, 5Y average | – | 12.0% |
| Buyback yield | – | 0.00% |
| Shareholder yield | 3.8% (better) | 2.0% |
| Ownership | ||
| Held by institutions | 94.5% | 98.0% |
| Held by insiders | 0.09% | 0.27% |
| Insider net buying, 12 months | −$22.2M (better) | −$61.2M |
| Superinvestors holding | 2 | 4 (better) |
| Short interest, % of float | 1.6% | 1.6% |
Go deeper
- AMT stock overview
- AMT income statement
- AMT valuation and score
- EQIX stock overview
- EQIX income statement
- EQIX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.