CoStar Group Inc (CSGP)vsIron Mountain Incorporated (IRM)
CSGP
CoStar Group Inc
$34.14
-5.06%
REAL ESTATE · Cap: $14.47B
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 113% more annual revenue ($6.90B vs $3.25B). IRM leads profitability with a 2.1% profit margin vs 0.2%. CSGP appears more attractively valued with a PEG of 0.15. IRM earns a higher WallStSmart Score of 52/100 (C-).
CSGP
Buy52
out of 100
Grade: C-
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+88.9%
Fair Value
$429.93
Current Price
$34.14
$395.79 discount
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$114.52
$24.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 26.9% year-over-year
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
ROE of 0.1% — below average capital efficiency
0.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 26.9% demonstrates continued momentum. PEG of 0.15 suggests the stock is reasonably priced for its growth.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 487.7x leaves little room for execution misses. Thin 0.2% 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 229.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — 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
CSGP scores higher overall (52/100 vs 52/100) and 26.9% revenue growth. 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.
Compare with Other REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?