Iron Mountain Incorporated (IRM)vsLogistic Properties of the Americas (LPA)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
LPA
Logistic Properties of the Americas
$3.57
-0.56%
REAL ESTATE · Cap: $112.24M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 13667% more annual revenue ($6.90B vs $50.13M). LPA leads profitability with a 20.9% profit margin vs 2.1%. LPA trades at a lower P/E of 10.8x. LPA earns a higher WallStSmart Score of 71/100 (B).
IRM
Buy52
out of 100
Grade: C-
LPA
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Margin of Safety
+77.4%
Fair Value
$10.86
Current Price
$3.57
$7.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 54.2%
Earnings expanding 92.9% YoY
Keeps 21 of every $100 in revenue as profit
Revenue surging 23.3% year-over-year
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.4% — below average capital efficiency
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : LPA
The strongest argument for LPA centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 20.9% and operating margin at 54.2%. Revenue growth of 23.3% 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 : LPA
The primary concerns for LPA are Market Cap, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
LPA carries more volatility with a beta of 5.85 — expect wider price swings.
LPA is growing revenue faster at 23.3% — sustainability is the question.
LPA generates stronger free cash flow (3M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPA scores higher overall (71/100 vs 52/100), backed by strong 20.9% margins and 23.3% 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.
Logistic Properties of the Americas
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Logistic Properties of the Americas (LPA) is a prominent logistics real estate investment firm specializing in the acquisition, development, and management of premium industrial properties throughout North America. Strategically located near critical transportation networks, LPA is well-positioned to capitalize on the increasing demand driven by e-commerce growth and enhanced supply chain efficiencies. The firm's experienced management team is committed to fostering long-term tenant relationships and leveraging in-depth market insights to generate sustainable returns for investors, all while navigating the evolving landscape of globalization and automation within the logistics sector.
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