Digital Realty Trust Inc (DLR)vsIron Mountain Incorporated (IRM)
DLR
Digital Realty Trust Inc
$193.80
+0.64%
REAL ESTATE · Cap: $72.97B
IRM
Iron Mountain Incorporated
$121.15
-0.66%
REAL ESTATE · Cap: $36.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 7% more annual revenue ($7.25B vs $6.76B). DLR leads profitability with a 11.8% profit margin vs 3.8%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 64/100 (C+).
DLR
Hold49
out of 100
Grade: D+
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.4%
Fair Value
$116.88
Current Price
$193.80
$76.92 premium
Margin of Safety
-40.1%
Fair Value
$71.54
Current Price
$121.15
$49.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Revenue surging 29.9% 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 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 58.7%
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 : DLR
The strongest argument for DLR centers on Market Cap, Price/Book, Operating Margin. Revenue growth of 29.9% 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 : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 245.4x leaves little room for execution misses.
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.
DLR is growing revenue faster at 29.9% — sustainability is the question.
DLR generates stronger free cash flow (532M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 49/100) 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.
Digital Realty Trust Inc
REAL ESTATE · REIT - SPECIALTY · USA
Digital Realty Trust, Inc. is a real estate investment trust that invests in carrier-neutral data centers and provides colocation and peering 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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