WallStSmart

CoStar Group Inc (CSGP)vsIron Mountain Incorporated (IRM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 112% more annual revenue ($7.25B vs $3.41B). IRM leads profitability with a 3.8% profit margin vs 0.7%. CSGP appears more attractively valued with a PEG of 0.12. IRM earns a higher WallStSmart Score of 64/100 (C+).

CSGP

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 3.5Value: 7.3Quality: 8.0
Piotroski: 2/9Altman Z: 3.10

IRM

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 2.0Quality: 6.5
Piotroski: 2/9Altman Z: 0.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSGPUndervalued (+89.2%)

Margin of Safety

+89.2%

Fair Value

$444.62

Current Price

$33.89

$410.73 discount

UndervaluedFair: $444.62Overvalued
IRMSignificantly Overvalued (-41.5%)

Margin of Safety

-41.5%

Fair Value

$70.83

Current Price

$124.66

$53.83 premium

UndervaluedFair: $70.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSGP5 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

Altman Z-ScoreHealth
3.1010/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.5%8/10

Revenue surging 22.5% year-over-year

IRM5 strengths · Avg: 9.2/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

EPS GrowthGrowth
860.0%10/10

Earnings expanding 860.0% YoY

Debt/EquityHealth
-16.2310/10

Conservative balance sheet, low leverage

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

Areas to Watch

CSGP4 concerns · Avg: 3.0/10
Return on EquityProfitability
0.3%3/10

ROE of 0.3% — below average capital efficiency

Profit MarginProfitability
0.7%3/10

0.7% margin — thin

Operating MarginProfitability
0.3%3/10

Operating margin of 0.3%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
138.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CSGP

The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Debt/Equity. Revenue growth of 22.5% demonstrates continued momentum. PEG of 0.12 suggests the stock is reasonably priced for its growth.

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 : CSGP

The primary concerns for CSGP are Return on Equity, Profit Margin, Operating Margin. A P/E of 469.1x leaves little room for execution misses. Thin 0.7% 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.

CSGP is growing revenue faster at 22.5% — sustainability is the question.

CSGP generates stronger free cash flow (98M), providing more financial flexibility.

Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IRM scores higher overall (64/100 vs 54/100) and 21.6% revenue growth. CSGP offers better value entry with a 89.2% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CoStar Group Inc

REAL ESTATE · REAL ESTATE SERVICES · USA

CoStar Group, Inc. provides online market information, analysis and services to the commercial real estate, hospitality, residential and related professional industries in the United States, Canada, Europe, Asia Pacific and Latin America. The company is headquartered in Washington, the District of Columbia.

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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