Capital Intensity
Score how much of a company is physical plant, inventory, and equipment, whether that base is being maintained, and whether the shares have tangible backing.
Basket: Telecom REITS
Median physical 45.5%
Median FAT 0.37x
Median capex/D&A 0.82x
Median ROIC 7.4%
| Symbol | Name | Sector | Physical | FAT | Capex/D&A | TBV/sh | Coverage | FCF yield | ROIC | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| EQIX.US | Equinix Inc | Real Estate | 62.2% | 0.37x | 2.09x | $70.10 | -0.13x | -0.4% | 4.9% | Heavy & stretched |
| DLR.US | Digital Realty Trust Inc | Real Estate | 55.8% | 0.22x | 1.68x | $36.98 | 0.30x | -1.2% | 1.5% | Heavy & stretched |
| AMT.US | American Tower Corp | Real Estate | 45.5% | 0.37x | 0.82x | -$35.02 | 1.00x | 4.5% | 8.9% | Mixed |
| CCI.US | Crown Castle | Real Estate | 37.3% | 0.36x | 0.26x | -$17.44 | 0.69x | 8.2% | 7.4% | Mixed |
| SBAC.US | SBA Communications Corp | Real Estate | 33.4% | 0.73x | 0.77x | -$71.21 | 0.74x | 5.6% | 11.6% | Mixed |