American Healthcare REIT, Inc. (AHR)vsIron Mountain Incorporated (IRM)
AHR
American Healthcare REIT, Inc.
$47.48
0.00%
REAL ESTATE · Cap: $8.96B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
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 78.8x. IRM earns a higher WallStSmart Score of 64/100 (C+).
AHR
Hold48
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
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 306.2% YoY
Reasonable price relative to book value
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, Price/Book, 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 78.8x 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 138.3x 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 48/100) 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 leading real estate investment trust (REIT) dedicated to acquiring and managing a diversified portfolio of high-quality healthcare facilities throughout the United States, encompassing senior housing, skilled nursing, and medical office properties. By partnering with experienced operators in the healthcare sector, the company aims to deliver stable cash flows and sustainable growth while prioritizing the enhancement of care for residents and patients. Given the ongoing expansion of the healthcare real estate market, American Healthcare REIT stands out as a compelling investment opportunity for institutional investors seeking exposure to a robust and essential sector of the economy.
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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