CareTrust REIT Inc. (CTRE)vsIron Mountain Incorporated (IRM)
CTRE
CareTrust REIT Inc.
$38.95
-1.91%
REAL ESTATE · Cap: $8.70B
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1349% more annual revenue ($6.90B vs $476.39M). CTRE leads profitability with a 67.3% profit margin vs 2.1%. CTRE appears more attractively valued with a PEG of 1.26. CTRE earns a higher WallStSmart Score of 60/100 (C).
CTRE
Buy60
out of 100
Grade: C
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.1%
Fair Value
$49.28
Current Price
$38.95
$10.33 discount
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 57.8%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
3.2% revenue growth
Weak financial health signals
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 : CTRE
The strongest argument for CTRE centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 67.3% and operating margin at 57.8%. PEG of 1.26 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 : CTRE
The primary concerns for CTRE are Revenue Growth, Piotroski F-Score.
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
CTRE profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
CTRE generates stronger free cash flow (116M), providing more financial flexibility.
Bottom Line
CTRE scores higher overall (60/100 vs 52/100), backed by strong 67.3% margins. 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.
CareTrust REIT Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
CareTrust REIT, Inc. is a publicly traded, self-managed real estate investment trust engaged in the ownership, acquisition, development, and leasing of skilled nursing, senior housing, and other healthcare-related properties.
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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