Compare Stocks › EQIX vs TXN
Equinix, Inc. (EQIX) vs Texas Instruments Incorporated (TXN)
EQIX
Equinix, Inc.
$974.76
VS
TXN
Texas Instruments Incorporated
$188.29
Rewards
EQIX
- ★Dividend yield of 1.97% with a consistent or growing payout over the past 4 years.
TXN
- ★Texas Instruments Incorporated has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
- ★Each dollar of retained earnings has created $3.91 of market value — management is an exceptional capital allocator.
Risks
EQIX
- ⚠FCF yield of 3.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Net debt/EBITDA of 5.2x indicates heavy leverage — it would take over 4 years of EBITDA to pay off net debt.
- ⚠32 insider sales totaling $33.4M with no purchases in the past 3 months — insiders are reducing their exposure.
TXN
- ⚠Trailing P/E of 34.6x is 28% above the historical average of 27.1x — the stock trades at a premium to its own history.
- ⚠7 insider sales totaling $26.5M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 24.0% CAGR over the past 4 years — a concerning trend.
Key Valuation Metrics
Learn more →EQIX
TXN
Valuation
$2.83B
Free Cash Flow
$-300.62M
2.96%
FCF Yield
-0.18%
70.94
Trailing P/E
34.61
55.45
Forward P/E
23.81
Quality & Moat
4.27%
ROIC
15.31%
9.52%
ROE
30.73%
51.32%
Gross Margin
57.02%
N/A
PEG Ratio
N/A
Balance Sheet Safety
1.60
Debt / Equity
0.91
N/A
Interest Coverage
N/A
5.16
Net Debt / EBITDA
1.23
1.97%
Dividend Yield
3.02%
EQIX: 2Ties: 1TXN: 8
EQIXTXN
Historical Fundamentals
Learn more →EQIX
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
TXN
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →EQIX
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-1.74B
Δ Market Cap
+$14.59B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TXN
$3.91
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.96B
Δ Market Cap
+$7.67B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →EQIX
1977.7% Overvalued
Price is 1977.7% above estimated fair value
Current Price: $974.76
Strongly undervalued
Strongly overvalued
Fair Value: $46.91
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TXN
28.7% Margin of Safety
Price is 28.7% below estimated fair value
Current Price: $188.29
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $264.10
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →EQIX
What growth rate is the market pricing in at $975?
+27.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +17.6%
The market implies +27.8% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +17.6%, reflecting heavy growth investment.
TXN
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →EQIX
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
TXN
48/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with roic consistency as the key competitive advantage. Improving reinvestment efficiency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →EQIX
-2.75
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TXN
-2.67
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →EQIX
Insiders 0.3%Institutions 98.7%Retail & Other 1.0%
No. of Institutional Holders1,774
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TXN
Insiders 0.3%Institutions 91.3%Retail & Other 8.4%
No. of Institutional Holders3,137
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →EQIX
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
TXN
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →EQIX
32
Sells (3M)
45
Sells (12M)
Total value (12M): $44.90M
ABDEL RAOUF F
Officer
$563,961
@ $965.69 · 2026-03-12
TAYLOR KEITH DAVID
Chief Financial Officer
$730,504
@ $961.19 · 2026-03-12
PALADIN MICHAEL SHANE
Officer
$114,067
@ $966.67 · 2026-03-12
MILLER SIMON
Officer
$279,096
@ $965.73 · 2026-03-12
MEYERS CHARLES JOHN
Director
$293,163
@ $961.19 · 2026-03-12
FOX-MARTIN ADAIRE
Chief Executive Officer
$1.05M
@ $966.20 · 2026-03-12
LIN JONATHAN
Officer
$613,227
@ $965.71 · 2026-03-12
PLETCHER KURT
Officer
$539,819
@ $965.69 · 2026-03-12
MORANDI BRANDI GALVIN
Officer
$605,550
@ $961.19 · 2026-03-12
MEYERS CHARLES JOHN
Director
$2.62M
@ $965.15 · 2026-03-04
ABDEL RAOUF F
Officer
$1.07M
@ $973.42 · 2026-03-03
PALADIN MICHAEL SHANE
Officer
$198,665
@ $955.12 · 2026-03-03
MILLER SIMON
Officer
$404,793
@ $959.23 · 2026-03-03
PLETCHER KURT
Officer
$305,850
@ $964.83 · 2026-03-03
ABDEL RAOUF F
Officer
$1.10M
@ $940.53 · 2026-02-18
TAYLOR KEITH DAVID
Chief Financial Officer
$2.26M
@ $934.25 · 2026-02-18
PALADIN MICHAEL SHANE
Officer
$628,735
@ $934.23 · 2026-02-18
MEYERS CHARLES JOHN
Director
$1.50M
@ $932.95 · 2026-02-18
FOX-MARTIN ADAIRE
Chief Executive Officer
$3.95M
@ $933.09 · 2026-02-18
LIN JONATHAN
Officer
$1.06M
@ $940.74 · 2026-02-18
PLETCHER KURT
Officer
$774,048
@ $940.52 · 2026-02-18
MORANDI BRANDI GALVIN
Officer
$1.46M
@ $933.83 · 2026-02-18
TAYLOR KEITH DAVID
Chief Financial Officer
$1.91M
@ $956.44 · 2026-02-12
MORANDI BRANDI GALVIN
Officer
$579,432
@ $965.72 · 2026-02-12
ABDEL RAOUF F
Officer
$743,251
@ $801.78 · 2026-01-16
TAYLOR KEITH DAVID
Chief Financial Officer
$1.65M
@ $804.17 · 2026-01-16
MEYERS CHARLES JOHN
Director
$1.68M
@ $804.14 · 2026-01-16
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.15M
@ $804.08 · 2026-01-16
LIN JONATHAN
Officer
$712,378
@ $802.23 · 2026-01-16
PLETCHER KURT
Officer
$477,662
@ $802.79 · 2026-01-16
PALADIN MICHAEL SHANE
Officer
$263,025
@ $804.36 · 2026-01-16
MORANDI BRANDI GALVIN
Officer
$1.07M
@ $804.25 · 2026-01-16
ABDEL RAOUF F
Officer
$298,220
@ $740.00 · 2025-12-10
ABDEL RAOUF F
Officer
$116,442
@ $732.34 · 2025-12-02
LIN JONATHAN
Officer
$90,484
@ $735.64 · 2025-12-02
PLETCHER KURT
Officer
$212,410
@ $732.45 · 2025-12-02
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.12M
@ $731.09 · 2025-12-02
MEYERS CHARLES JOHN
Director
$3.96M
@ $778.47 · 2025-11-17
MORANDI BRANDI GALVIN
Officer
$84,047
@ $840.47 · 2025-11-03
ABDEL RAOUF F
Officer
$311,527
@ $771.11 · 2025-09-09
MILLER SIMON
Officer
$427,931
@ $762.80 · 2025-09-03
PLETCHER KURT
Officer
$44,579
@ $768.60 · 2025-09-03
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.61M
@ $884.91 · 2025-06-03
ABDEL RAOUF F
Officer
$1.14M
@ $870.00 · 2025-05-22
PLETCHER KURT
Officer
$111,468
@ $877.70 · 2025-05-07
ABDEL RAOUF F
Officer
$422,927
@ $842.48 · 2025-03-13
TAYLOR KEITH DAVID
Chief Financial Officer
$689,227
@ $838.48 · 2025-03-13
MILLER SIMON
Officer
$216,521
@ $842.49 · 2025-03-13
MEYERS CHARLES JOHN
Director
$770,524
@ $838.44 · 2025-03-13
FOX-MARTIN ADAIRE
Chief Executive Officer
$1.38M
@ $838.60 · 2025-03-13
LIN JONATHAN
Officer
$392,616
@ $842.52 · 2025-03-13
PLETCHER KURT
Officer
$379,973
@ $842.51 · 2025-03-13
MORANDI BRANDI GALVIN
Officer
$570,924
@ $838.36 · 2025-03-13
MILLER SIMON
Officer
$377,319
@ $904.84 · 2025-03-04
LIN JONATHAN
Officer
$84,153
@ $904.87 · 2025-03-04
PLETCHER KURT
Officer
$104,961
@ $904.84 · 2025-03-04
MORANDI BRANDI GALVIN
Officer
$1.77M
@ $938.20 · 2025-02-20
ABDEL RAOUF F
Officer
$917,966
@ $931.00 · 2025-02-19
TAYLOR KEITH DAVID
Chief Financial Officer
$2.28M
@ $929.34 · 2025-02-19
MEYERS CHARLES JOHN
Director
$3.31M
@ $929.04 · 2025-02-19
LIN JONATHAN
Officer
$2.91M
@ $927.32 · 2025-02-19
PLETCHER KURT
Officer
$610,462
@ $930.58 · 2025-02-19
MORANDI BRANDI GALVIN
Officer
$1.57M
@ $929.35 · 2025-02-19
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.61M
@ $929.36 · 2025-02-19
MEYERS CHARLES JOHN
Director
$3.91M
@ $920.99 · 2025-01-17
ABDEL RAOUF F
Officer
$1.20M
@ $903.71 · 2025-01-16
TAYLOR KEITH DAVID
Chief Financial Officer
$2.90M
@ $909.82 · 2025-01-16
MEYERS CHARLES JOHN
Director
$5.27M
@ $909.81 · 2025-01-16
LIN JONATHAN
Officer
$1.20M
@ $903.71 · 2025-01-16
PLETCHER KURT
Officer
$308,167
@ $903.72 · 2025-01-16
MORANDI BRANDI GALVIN
Officer
$2.00M
@ $909.70 · 2025-01-16
FOX-MARTIN ADAIRE
Chief Executive Officer
$1.25M
@ $909.51 · 2025-01-16
PLETCHER KURT
Officer
$213,608
@ $962.20 · 2024-12-03
FOX-MARTIN ADAIRE
Chief Executive Officer
$2.85M
@ $961.62 · 2024-12-03
TAYLOR KEITH DAVID
Chief Financial Officer
$1.46M
@ $971.18 · 2024-12-02
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TXN
7
Sells (3M)
10
Sells (12M)
Total value (12M): $28.61M
KOZANIAN HAGOP H
Officer
$1.55M
@ $225.95 · 2026-02-17
LIZARDI RAFAEL R
Chief Financial Officer
$15.88M
@ $221.73 · 2026-02-11
GARY MARK
Officer
$5.24M
@ $226.00 · 2026-02-11
BAHAI AHMAD
Officer
$1.50M
@ $230.79 · 2026-02-11
ROBERTS MARK T
Officer
$986,604
@ $221.16 · 2026-02-09
BLINN MARK A
Director
$696,647
@ $221.58 · 2026-02-05
BAHAI AHMAD
Officer
$670,387
@ $223.46 · 2026-02-05
KIRK RONALD
Director
$1.62M
@ $162.33 · 2025-11-24
WITZSCHE CHRISTINE
Officer
$164,306
@ $164.31 · 2025-11-13
BAHAI AHMAD
Officer
$308,030
@ $205.35 · 2025-08-25
TEMPLETON RICHARD K
Chairman of the Board
$19.85M
@ $195.41 · 2025-02-28
TEMPLETON RICHARD K
Chairman of the Board
$38.65M
@ $199.20 · 2025-02-26
TEMPLETON RICHARD K
Chairman of the Board
$39.32M
@ $202.70 · 2025-02-24
CLARK JANET F
Director
$1.23M
@ $203.62 · 2025-02-24
BLINN MARK A
Director
$1.17M
@ $189.89 · 2025-02-19
LEONARD SHANON J
Officer
$401,241
@ $186.62 · 2025-02-18
BLINN MARK A
Director
$106,617
@ $180.71 · 2025-02-04
KIRK RONALD
Director
$2.14M
@ $203.33 · 2024-11-25
GARY MARK
Officer
$3.49M
@ $219.82 · 2024-11-08
ILAN HAVIV
Chief Executive Officer
$2.88M
@ $219.30 · 2024-11-08
LIZARDI RAFAEL R
Chief Financial Officer
$10.19M
@ $217.16 · 2024-11-07
YUNUS MOHAMMAD
Officer
$1.81M
@ $216.94 · 2024-11-07
BAHAI AHMAD
Officer
$472,514
@ $217.25 · 2024-11-07
GARY MARK
Officer
$940,296
@ $214.83 · 2024-11-06
WITZSCHE CHRISTINE
Officer
$27,941
@ $211.67 · 2024-11-06
ILAN HAVIV
Chief Executive Officer
$5.29M
@ $211.50 · 2024-11-06
SANCHEZ ROBERT E
Director
$2.09M
@ $208.80 · 2024-10-25
RON AMICHAI
Officer
$2.76M
@ $213.72 · 2024-08-29
GARY MARK
Officer
$3.22M
@ $212.63 · 2024-08-29
ROBERTS MARK T
Officer
$1.00M
@ $213.08 · 2024-08-29
PATSLEY PAMELA H
Director
$1.29M
@ $212.43 · 2024-08-29
BAHAI AHMAD
Officer
$892,427
@ $209.98 · 2024-08-27
ILAN HAVIV
Chief Executive Officer
$251,324
@ $209.44 · 2024-08-26
YUNUS MOHAMMAD
Officer
$789,215
@ $208.90 · 2024-08-26
GARY MARK
Officer
$939,037
@ $207.20 · 2024-08-23
KNECHT JULIE C.
Officer
$1.63M
@ $209.49 · 2024-08-23
LEONARD SHANON J
Officer
$588,301
@ $208.91 · 2024-08-23
HOBBY JEAN M
Director
$4.37M
@ $205.71 · 2024-08-22
TEMPLETON RICHARD K
Chairman of the Board
$17.93M
@ $178.47 · 2024-05-03
TEMPLETON RICHARD K
Chairman of the Board
$36.53M
@ $175.64 · 2024-05-02
SANCHEZ ROBERT E
Director
$1.84M
@ $174.97 · 2024-05-01
TEMPLETON RICHARD K
Chairman of the Board
$37.09M
@ $178.34 · 2024-04-30
PATSLEY PAMELA H
Director
$1.79M
@ $179.12 · 2024-04-29
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →EQIX
😏Greed(63/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TXN
😐Neutral(46/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →EQIX
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (63)
TXN
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (46)