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) | 9,272.45 | 172.25 | 60.16 |
Price/Book Value | 3.96 | 0.78 | 6.86 |
Price/Sales | 10.58 | 8.52 | 10.05 |
Price/Cash Flow | 43.72 | 42.36 | 22.63 |
|
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% |
|
1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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United States