Megaport shares jumped nearly 10% as it announced around AUD 1 billion in new artificial intelligence infrastructure contracts. Guidance for revenue was raised by 13% for fiscal 2027, and EBITDA margin guidance was 4 percentage points higher.
Megaport is one of the leading companies in a lucrative, nascent industry.
Megaport’s products and services are not protected from competition by an economic moat. We expect eventual commoditization and price-based competition, albeit among a relatively small number of providers.
|
Metric
|
MP1
|
NXT
|
EQIX
|
|---|---|---|---|
Price/Earnings (Normalized) | — | 290.28 | 60.94 |
Price/Book Value | 4.34 | 1.32 | 6.95 |
Price/Sales | 11.60 | 14.36 | 10.18 |
Price/Cash Flow | 47.91 | 71.38 | 22.92 |
|
Metric
|
MP1
|
NXT
|
EQIX
|
|---|---|---|---|
Quick Ratio | 2.16 | 1.80 | 0.91 |
Current Ratio | 2.23 | 1.86 | 1.13 |
Interest Coverage | −8.52 | −0.83 | 3.70 |
|
Metric
|
MP1
|
NXT
|
EQIX
|
|---|---|---|---|
Return on Assets (Normalized) | −1.78% | 1.07% | 5.31% |
Return on Equity (Normalized) | −2.83% | 1.71% | 14.87% |
Return on Invested Capital (Normalized) | −2.16% | 0.20% | 6.74% |
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1-Day Chart
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Name
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Morningstar Rating for Stocks
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United States