Digital Realty Trust Inc (DLR)vsIron Mountain Incorporated (IRM)
DLR
Digital Realty Trust Inc
$176.43
+0.98%
REAL ESTATE · Cap: $55.29B
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 18% more annual revenue ($6.90B vs $5.84B). DLR leads profitability with a 24.0% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. DLR earns a higher WallStSmart Score of 59/100 (C).
DLR
Buy59
out of 100
Grade: C
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$176.43
$4.22 discount
Margin of Safety
-2909.6%
Fair Value
$3.33
Current Price
$100.53
$97.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.3% YoY
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
ROE of 5.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 2.3% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DLR
The strongest argument for DLR centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : IRM
The strongest argument for IRM centers on Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 41.0x leaves little room for execution misses.
Bear Case : IRM
The primary concerns for IRM are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 205.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DLR profiles as a mature 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.
IRM generates stronger free cash flow (-16M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 52/100), backed by strong 24.0% margins and 11.1% 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.
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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