American Healthcare REIT, Inc. (AHR)vsIron Mountain Incorporated (IRM)
AHR
American Healthcare REIT, Inc.
$55.60
-0.23%
REAL ESTATE · Cap: $11.00B
IRM
Iron Mountain Incorporated
$122.32
-1.86%
REAL ESTATE · Cap: $36.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 206% more annual revenue ($7.25B vs $2.37B). AHR leads profitability with a 4.2% profit margin vs 3.8%. AHR trades at a lower P/E of 98.4x. IRM earns a higher WallStSmart Score of 64/100 (C+).
AHR
Hold47
out of 100
Grade: D+
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AHR.
Margin of Safety
-40.1%
Fair Value
$71.54
Current Price
$122.32
$50.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 306.2% YoY
Revenue surging 20.9% year-over-year
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Areas to Watch
ROE of 0.0% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AHR
The strongest argument for AHR centers on EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : AHR
The primary concerns for AHR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 98.4x leaves little room for execution misses. Thin 4.2% margins leave little buffer for downturns.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 133.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.22 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
AHR generates stronger free cash flow (50M), providing more financial flexibility.
Monitor REIT - HEALTHCARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 47/100) and 21.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Healthcare REIT, Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
American Healthcare REIT, Inc. is a prominent real estate investment trust focused on a diversified portfolio of high-quality healthcare assets across the United States, including senior housing, skilled nursing facilities, and medical office properties. The company collaborates with seasoned operators in the healthcare industry to achieve stable cash flows and sustained growth, while also enhancing care quality for residents and patients. With the healthcare real estate market in continuous expansion, American Healthcare REIT offers a compelling investment opportunity for institutional investors looking to capitalize on a vital sector that addresses the growing demand for healthcare services.
Visit Website →Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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