Compass vs Equinix
Equinix is the larger business, with $9.22bn of revenue in fiscal 2025 against $6.96bn for Compass (1.3 times as much). Compass grew faster (23.7% against 5.4%). Equinix kept more of each dollar of sales as profit: a net margin of 14.6% against -0.8%. Compass carries less debt relative to equity (0.0% against 134.7%).
| Latest fiscal year | CompassCOMP, 2025 | EquinixEQIX, 2025 |
|---|---|---|
| Revenue | $6.96bn | $9.22bn |
| Revenue growth | 23.7% | 5.4% |
| Net income | −$58.5m | $1.35bn |
| Operating margin | -0.9% | 20.0% |
| Net margin | -0.8% | 14.6% |
| Return on equity | -9.8% | 9.8% |
| Free cash flow | $203m | −$400m |
| Cash | $199m | $1.73bn |
| Total debt | $0 | $19.06bn |
| Debt to equity | 0.0% | 134.7% |
| Dividend per share | — | $18.76 |
| Dividend yield | — | 2.0% |
| Share buybacks | — | — |
| Employees | 3,200 | 13,716 |
| Market value | $7.10bn | $98.36bn |
| Price vs our value range | — | — |
| Moat score | 27 (Weak) | 49 (Moderate) |
| Insider trades, 12 months | 0 buys, 13 sales | 0 buys, 383 sales |