WallStSmart

Iron Mountain Incorporated (IRM)vsInvesco Mortgage Capital Inc (IVR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 5659% more annual revenue ($6.90B vs $119.84M). IVR leads profitability with a 84.5% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. IVR earns a higher WallStSmart Score of 66/100 (B-).

IRM

Buy

52

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 2.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.12

IVR

Strong Buy

66

out of 100

Grade: B-

Growth: 7.7Profit: 7.5Value: 7.3Quality: 3.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IRMOvervalued (-10.8%)

Margin of Safety

-10.8%

Fair Value

$90.41

Current Price

$125.99

$35.58 premium

UndervaluedFair: $90.41Overvalued
IVRUndervalued (+60.6%)

Margin of Safety

+60.6%

Fair Value

$22.64

Current Price

$8.13

$14.51 discount

UndervaluedFair: $22.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRM3 strengths · Avg: 8.7/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

IVR5 strengths · Avg: 10.0/10
P/E RatioValuation
6.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
84.5%10/10

Keeps 85 of every $100 in revenue as profit

Operating MarginProfitability
91.9%10/10

Strong operational efficiency at 91.9%

Revenue GrowthGrowth
558.0%10/10

Revenue surging 558.0% year-over-year

Areas to Watch

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.1%3/10

2.1% 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
229.0x2/10

Premium valuation, high expectations priced in

IVR4 concerns · Avg: 2.3/10
Market CapQuality
$737.81M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
7.202/10

Expensive relative to growth rate

Debt/EquityHealth
7.051/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : IVR

The strongest argument for IVR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 84.5% and operating margin at 91.9%. Revenue growth of 558.0% demonstrates continued momentum.

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.

Bear Case : IVR

The primary concerns for IVR are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 7.05 is elevated, increasing financial risk.

Key Dynamics to Monitor

IVR carries more volatility with a beta of 1.67 — expect wider price swings.

IVR is growing revenue faster at 558.0% — sustainability is the question.

IVR generates stronger free cash flow (60M), providing more financial flexibility.

Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IVR scores higher overall (66/100 vs 52/100), backed by strong 84.5% margins and 558.0% revenue growth. Both earn "Strong 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.

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.

Invesco Mortgage Capital Inc

REAL ESTATE · REIT - MORTGAGE · USA

Invesco Mortgage Capital Inc. is a real estate investment trust (REIT) that primarily focuses on investing, financing, and managing mortgage-backed securities and other mortgage-related assets. The company is headquartered in Atlanta, Georgia.

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