Equinix Inc (EQIX)vsIron Mountain Incorporated (IRM)
EQIX
Equinix Inc
$1,012.71
+1.54%
REAL ESTATE · Cap: $100.34B
IRM
Iron Mountain Incorporated
$106.52
+0.97%
REAL ESTATE · Cap: $35.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 34% more annual revenue ($10.15B vs $7.56B). EQIX leads profitability with a 16.2% profit margin vs 5.5%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 62/100 (C+).
EQIX
Buy58
out of 100
Grade: C
IRM
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-66.8%
Fair Value
$607.11
Current Price
$1012.71
$405.60 premium
Margin of Safety
-32.5%
Fair Value
$75.66
Current Price
$106.52
$30.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.0%
Earnings expanding 29.4% YoY
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
18.5% revenue growth
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 16.2% and operating margin at 25.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 60.9x leaves little room for execution misses. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 84.6x leaves little room for execution misses.
Key Dynamics to Monitor
EQIX profiles as a mature stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.19 — expect wider price swings.
IRM is growing revenue faster at 18.5% — sustainability is the question.
IRM generates stronger free cash flow (-302M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (62/100 vs 58/100) and 18.5% 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.
Equinix Inc
REAL ESTATE · REIT - SPECIALTY · USA
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
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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