Equinix Inc (EQIX)vsIron Mountain Incorporated (IRM)
EQIX
Equinix Inc
$1,042.62
-0.97%
REAL ESTATE · Cap: $103.76B
IRM
Iron Mountain Incorporated
$121.15
-0.66%
REAL ESTATE · Cap: $36.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 37% more annual revenue ($9.90B vs $7.25B). EQIX leads profitability with a 15.5% 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+).
EQIX
Buy56
out of 100
Grade: C
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-81.1%
Fair Value
$583.22
Current Price
$1042.62
$459.40 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
Strong operational efficiency at 27.0%
16.7% revenue growth
Earnings expanding 28.8% YoY
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
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.5% and operating margin at 27.0%. Revenue growth of 16.7% 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 : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 66.2x leaves little room for execution misses. Debt-to-equity of 1.63 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 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.
IRM is growing revenue faster at 21.6% — sustainability is the question.
IRM generates stronger free cash flow (-183M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 56/100) and 21.6% 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.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?