Iron Mountain Incorporated (IRM)vsSt Joe Company (JOE)
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
JOE
St Joe Company
$64.87
-0.28%
REAL ESTATE · Cap: $3.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1298% more annual revenue ($7.25B vs $518.09M). JOE leads profitability with a 21.6% profit margin vs 3.8%. JOE trades at a lower P/E of 33.6x. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
JOE
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 premium
Margin of Safety
-16.7%
Fair Value
$58.71
Current Price
$64.87
$6.16 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Keeps 22 of every $100 in revenue as profit
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Earnings declined 19.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : JOE
The strongest argument for JOE centers on Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.3%.
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.
Bear Case : JOE
The primary concerns for JOE are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
IRM profiles as a growth stock while JOE is a mature play — different risk/reward profiles.
JOE carries more volatility with a beta of 1.29 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
JOE generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 48/100) and 21.6% revenue growth. 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.
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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