Iron Mountain Incorporated (IRM)vsLamar Advertising Company (LAMR)
IRM
Iron Mountain Incorporated
$133.07
-4.29%
REAL ESTATE · Cap: $37.86B
LAMR
Lamar Advertising Company
$153.73
+0.32%
REAL ESTATE · Cap: $15.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 217% more annual revenue ($7.25B vs $2.29B). LAMR leads profitability with a 24.0% profit margin vs 3.8%. LAMR appears more attractively valued with a PEG of 2.20. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
LAMR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$71.02
Current Price
$133.07
$62.05 premium
Margin of Safety
-54.6%
Fair Value
$85.81
Current Price
$153.73
$67.92 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
Every $100 of equity generates 57 in profit
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 25.3%
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Trading at 16.1x book value
4.4% revenue growth
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 : LAMR
The strongest argument for LAMR centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 25.3%.
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 : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 5.35 is elevated, increasing financial risk.
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 21.6% — sustainability is the question.
LAMR generates stronger free cash flow (114M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 56/100) and 21.6% revenue growth. 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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