Host Hotels & Resorts Inc (HST)vsIron Mountain Incorporated (IRM)
HST
Host Hotels & Resorts Inc
$21.06
+0.57%
REAL ESTATE · Cap: $14.66B
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 13% more annual revenue ($6.90B vs $6.13B). HST leads profitability with a 12.5% profit margin vs 2.1%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 62/100 (C+).
HST
Buy62
out of 100
Grade: C+
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.6%
Fair Value
$27.97
Current Price
$21.06
$6.91 discount
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 27.1% YoY
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Expensive relative to growth rate
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HST
The strongest argument for HST centers on Price/Book, EPS Growth. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : HST
The primary concerns for HST are PEG Ratio.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 229.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
HST 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.
HST generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
HST scores higher overall (62/100 vs 52/100) and 12.8% 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.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
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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