WallStSmart

IHS Holding Ltd (IHS)vsIron Mountain Incorporated (IRM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 358% more annual revenue ($7.25B vs $1.58B). IHS leads profitability with a 9.1% 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

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 6.5Value: 8.3Quality: 5.0

IRM

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 2.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IHSUndervalued (+56.4%)

Margin of Safety

+56.4%

Fair Value

$19.37

Current Price

$8.20

$11.17 discount

UndervaluedFair: $19.37Overvalued
IRMOvervalued (-5.2%)

Margin of Safety

-5.2%

Fair Value

$95.27

Current Price

$132.06

$36.79 premium

UndervaluedFair: $95.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IHS2 strengths · Avg: 10.0/10
P/E RatioValuation
4.6x10/10

Attractively priced relative to earnings

Operating MarginProfitability
81.4%10/10

Strong operational efficiency at 81.4%

IRM4 strengths · Avg: 9.0/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

EPS GrowthGrowth
860.0%10/10

Earnings expanding 860.0% YoY

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

Areas to Watch

IHS3 concerns · Avg: 2.0/10
Return on EquityProfitability
-6380.0%2/10

ROE of -6380.0% — below average capital efficiency

Revenue GrowthGrowth
-9.1%2/10

Revenue declined 9.1%

EPS GrowthGrowth
-40.0%2/10

Earnings declined 40.0%

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
138.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : IHS

The strongest argument for IHS centers on P/E Ratio, Operating Margin.

Bull Case : IRM

The strongest argument for IRM centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 21.6% demonstrates continued momentum.

Bear Case : IHS

The primary concerns for IHS are Return on Equity, Revenue Growth, EPS Growth.

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 1.15 — expect wider price swings.

IRM is growing revenue faster at 21.6% — sustainability is the question.

IHS generates stronger free cash flow (87M), providing more financial flexibility.

Bottom Line

IRM scores higher overall (64/100 vs 44/100) and 21.6% revenue growth. IHS offers better value entry with a 56.4% margin of safety. Both earn "Buy" and "Hold" 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.

Want to dig deeper into these stocks?