Iron Mountain Incorporated (IRM)vsLamar Advertising Company (LAMR)
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
LAMR
Lamar Advertising Company
$126.47
-0.82%
REAL ESTATE · Cap: $12.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 205% more annual revenue ($6.90B vs $2.27B). LAMR leads profitability with a 25.9% profit margin vs 2.1%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 58/100 (C).
IRM
Buy52
out of 100
Grade: C-
LAMR
Buy58
out of 100
Grade: C
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
-241.0%
Fair Value
$38.90
Current Price
$126.47
$87.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 22.0%
16.6% revenue growth
Every $100 of equity generates 57 in profit
Strong operational efficiency at 32.9%
Keeps 26 of every $100 in revenue as profit
Areas to Watch
ROE of 2.3% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 12.7x book value
2.3% revenue growth
Earnings declined 2.8%
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 : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 25.9% and operating margin at 32.9%.
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 : LAMR
The primary concerns for LAMR are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
IRM profiles as a growth stock while LAMR is a value play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.23 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
LAMR generates stronger free cash flow (245M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (58/100 vs 52/100), backed by strong 25.9% margins. 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.
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.
Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
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