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Data Center "Powered Shell" Leases

6 atoms · 跨 1 天 · 首见 2026-06-12 · 最近 2026-06-12

三色: 🟦 fact 3 · 🟥 take 3 · stance ▲3/▼0/◆3

来源: 卖 6

时态: fresh:6

标签: 好数字:6 · 好观点:1

2026-06-12 · At 15x EV/EBITDA, value creation potential
At 15x EV/EBITDA, Data Center "Powered Shell" Leases have a value creation potential of $15.50/watt for a $10/watt project cost and a 17% unlevered yield, which is a 155% net value creation on aggregate investment, or a >700% value creation on the equity portion of the investment, assuming 80% leverage.
tags: 好数字·好观点 · → daily
value: qty=$15.50/watt
2026-06-12 · Net value creation per gigawatt ($m)
Data Center "Powered Shell" Leases have a net value creation per gigawatt of $15,500m.
tags: 好数字 · → daily
value: qty=$15,500
2026-06-12 · Net value creation as a % of equity invested
Data Center "Powered Shell" Leases have a net value creation as a % of equity invested of 775%.
tags: 好数字 · → daily
value: qty=775%

2026-06-12 · Cost/watt to build
Data Center "Powered Shell" Leases cost $10-12/watt to build, with a few brownfield projects at a lower cost.
tags: 好数字 · → daily
value: qty=$10-12/watt
2026-06-12 · Unlevered FCF yield on capex
Data Center "Powered Shell" Leases typically have an unlevered FCF yield on capex of 15-19%.
tags: 好数字 · → daily
value: qty=15-19%
2026-06-12 · Leverage potential
Data Center "Powered Shell" Leases have a leverage potential of 80%+.
tags: 好数字 · → daily
value: qty=80%+

2026-06-12 · fact · Cost/watt to build · → daily
2026-06-12 · fact · Unlevered FCF yield on capex · → daily
2026-06-12 · fact · Leverage potential · → daily
2026-06-12 · forecast · At 15x EV/EBITDA, value creation potential · → daily
2026-06-12 · forecast · Net value creation per gigawatt ($m) · → daily
2026-06-12 · forecast · Net value creation as a % of equity invested · → daily