IHS Holding Ltd (IHS)vsIron Mountain Incorporated (IRM)
IHS
IHS Holding Ltd
$8.30
0.00%
REAL ESTATE · Cap: $2.81B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 351% more annual revenue ($7.25B vs $1.61B). IHS leads profitability with a 11.6% profit margin vs 3.8%. IHS trades at a lower P/E of 4.6x. IRM earns a higher WallStSmart Score of 64/100 (C+).
IHS
Buy59
out of 100
Grade: C
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IHS.
Margin of Safety
-41.1%
Fair Value
$71.02
Current Price
$124.66
$53.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 144.8% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 29.2%
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
ROE of -6380.0% — below average capital efficiency
Distress zone — elevated risk
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 : IHS
The strongest argument for IHS centers on P/E Ratio, EPS Growth, Debt/Equity.
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 : IHS
The primary concerns for IHS are Return on Equity, Altman Z-Score.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
IHS profiles as a value stock while IRM is a growth play — different risk/reward profiles.
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.
IHS generates stronger free cash flow (159M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 59/100) 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.
IHS Holding Ltd
REAL ESTATE · REAL ESTATE SERVICES · USA
IHS Holding Limited owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. The company is headquartered in London, the United Kingdom.
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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