Business overview
Privatized colocation operator with large prime campuses; included as ecosystem reference.
Reference point for hyperscale colocation operators owned by infra GPs.
Products
- Hyperscale colocation
Customers (1)
- Hyperscalers
Competitors (2)
- EQIX
- DLR
Composite score
Higher = stronger overall research case
Fundamental53
Technical50
Valuation60
AI relevance55
Risk-adjusted (higher = safer)73
Segment-relative fundamental percentile: 64
Financial summary
Curated, illustrative
Revenue
$750.00M
Growth (YoY)
10.0%
Gross margin
50.0%
Operating margin
18.0%
FCF
$60.00M
Capex
$337.50M
Net cash / (debt)
$0.00
ROIC
8.0%
Customer conc.
Medium
Valuation
Market cap
$0.00
Enterprise value
$0.00
P/E (TTM)
—
Forward P/E
—
EV / Sales
—
EV / EBITDA
—
P / FCF
—
PEG
—
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 2PE owner exit timing
Score components
What drove the composite
Growth50
Profitability60
Cash generation43
Balance sheet78
Moat / AI relevance62
Capital intensity (higher = lighter)21
Customer diversification60
Valuation discipline (dilution)42
Trend (MA50/MA200)50
Momentum (3/6/12m)50
Relative strength50
Realized vol (higher = lower vol)50
Segment peers
Other companies in Data centers