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Screening Filters

1. Market Cap ≥ $15,000,000,000

   • Purpose: Focus on large, established companies.
   • Rationale: EQIX (Equinix) is a large-cap stock. When you ask “Should I buy EQIX?”, a useful part of the analysis is to compare it with similar large, stable companies. Setting a minimum market cap ensures we’re looking at peers with similar scale, resources, and market presence, rather than small or mid‑cap REITs that behave very differently in terms of risk, liquidity, and volatility.

2. Sector: Real Estate

   • Purpose: Limit results to the same sector as EQIX.
   • Rationale: EQIX is structured as a REIT (Real Estate Investment Trust), specifically in data center real estate. Real estate companies—and especially REITs—have different financial structures, tax treatments, and valuation methods than other sectors. Screening only Real Estate names gives you a more meaningful comparison set when you’re judging whether EQIX is attractive relative to its peers.

3. Region: United States

   • Purpose: Focus on companies operating in the same main market and regulatory environment.
   • Rationale: EQIX is U.S.-listed and heavily tied to U.S. capital markets and regulations, even though it operates globally. Comparing it to U.S. real estate names keeps the peer group under the same monetary policy (Fed rates), similar accounting standards, and broadly similar investor base. That matters a lot for real estate, which is very sensitive to interest rates and local market conditions.

4. Debt-to-Equity ≤ 3

   • Purpose: Filter for companies with controlled leverage.
   • Rationale: Real estate companies typically use significant debt, but highly overleveraged firms carry much higher risk, especially when interest rates rise. By capping debt/equity at 3, the screen aims to find REITs/real estate operators that have a more manageable capital structure. For your EQIX decision, this helps put it alongside other companies that aren’t taking excessive balance-sheet risk, so you can see if EQIX’s leverage is reasonable versus similar, relatively disciplined peers.

5. 5-Year Revenue CAGR ≥ 3%

   • Purpose: Ensure a baseline of growth over the medium term.
   • Rationale: EQIX is generally viewed as a growth-oriented REIT, not a purely yield-only, slow-growth property play. Requiring at least 3% compound annual growth in revenue over five years filters out stagnating or shrinking real estate businesses. That way, you’re comparing EQIX against other companies that are actually growing their top line, which is more relevant when evaluating if EQIX’s growth profile is attractive.

6. Dividend Yield (TTM) between 1% and 7%

   • Purpose: Focus on sustainable, realistic income levels for REIT-like securities.
   • Rationale: REITs are typically judged partly on their dividend yield. A minimum of 1% removes stocks that effectively don’t provide income, which would be less comparable to EQIX as a REIT. A maximum of 7% screens out ultra‑high yields that are often a red flag (distress, unsustainable payouts, or declining fundamentals). This keeps the peer group in a “normal” yield band where dividends are meaningful but more likely to be sustainable, making the comparison to EQIX’s yield and payout quality more useful.

Why Results Match Your Question (“Should I buy EQIX?”)

• The filters construct a peer group similar to EQIX: large-cap, U.S.-based real estate/REITs, with moderate leverage, positive multi-year growth, and reasonable dividend yields.
• By comparing EQIX to this screened set, you can see whether it stands out positively or negatively on growth, balance-sheet risk, yield, and overall quality—key inputs into a “buy or not” decision.
• The focus on size, sector, region, leverage, growth, and yield aligns with the main fundamental factors investors use when deciding whether a specific REIT like EQIX is attractive relative to its closest alternatives.