Equinix: An Industry Leader Poised To Grow In The High-Demand Datacenter Space

|
About: Equinix, Inc. (REIT) (EQIX)
by: Nikolaos Sismanis
This article is exclusive for subscribers.
Nikolaos Sismanis
Long only, Growth, growth at reasonable price, long-term horizon
Summary

Equinix is an industry leader in the datacenter REIT space.

The company can deliver continuous high returns through its recurring rental model and acquisitions.

Net income margins and FFO are growing at a rapid pace as management diversifies its portfolio across the globe.

My Thesis

Equinix (EQIX) may face more competition from Digital Realty in Europe after the latter's purchase of Interxion closes in 2020, which significantly increases its presence in the region. Equinix, which also