Equinix Inc (EQIX)vsIron Mountain Incorporated (IRM)
EQIX
Equinix Inc
$965.95
+0.15%
REAL ESTATE · Cap: $94.77B
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 34% more annual revenue ($9.26B vs $6.90B). EQIX leads profitability with a 14.6% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 52/100 (C-).
EQIX
Buy50
out of 100
Grade: C-
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.5%
Fair Value
$596.43
Current Price
$965.95
$369.52 premium
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
Large-cap with strong market position
Strong operational efficiency at 21.5%
Earnings expanding 22.9% YoY
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Elevated debt levels
Weak financial health signals
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 : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : IRM
The strongest argument for IRM centers on Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 70.3x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
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
EQIX 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.
IRM generates stronger free cash flow (-16M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (52/100 vs 50/100) and 16.6% 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.
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