Iron Mountain Incorporated (IRM)vsSt Joe Company (JOE)
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
JOE
St Joe Company
$61.61
-0.18%
REAL ESTATE · Cap: $3.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1245% more annual revenue ($6.90B vs $513.25M). JOE leads profitability with a 22.5% profit margin vs 2.1%. JOE trades at a lower P/E of 31.0x. JOE earns a higher WallStSmart Score of 68/100 (B-).
IRM
Buy52
out of 100
Grade: C-
JOE
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2909.6%
Fair Value
$3.33
Current Price
$100.53
$97.20 premium
Margin of Safety
+26.4%
Fair Value
$93.13
Current Price
$61.61
$31.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 22.0%
16.6% revenue growth
Strong operational efficiency at 30.6%
Earnings expanding 59.4% YoY
Keeps 23 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Areas to Watch
ROE of 2.3% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : JOE
The strongest argument for JOE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 30.6%. Revenue growth of 23.5% demonstrates continued momentum.
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.
Bear Case : JOE
The primary concerns for JOE are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
JOE carries more volatility with a beta of 1.36 — expect wider price swings.
JOE is growing revenue faster at 23.5% — sustainability is the question.
JOE generates stronger free cash flow (44M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JOE scores higher overall (68/100 vs 52/100), backed by strong 22.5% margins and 23.5% 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.
St Joe Company
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
The St. Joe Company is a real estate development, asset management and operation company in Northwest Florida, USA. The company is headquartered in Panama City Beach, Florida.
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