Iron Mountain Incorporated (IRM)vsLPL Financial Holdings Inc (LPLA)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
LPLA
LPL Financial Holdings Inc
$334.13
+0.98%
FINANCIAL SERVICES · Cap: $26.53B
Smart Verdict
WallStSmart Research — data-driven comparison
LPL Financial Holdings Inc generates 140% more annual revenue ($16.59B vs $6.90B). LPLA leads profitability with a 5.2% profit margin vs 2.1%. LPLA appears more attractively valued with a PEG of 0.45. LPLA earns a higher WallStSmart Score of 66/100 (B-).
IRM
Buy52
out of 100
Grade: C-
LPLA
Strong Buy66
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
Intrinsic value data unavailable for LPLA.
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
Growing faster than its price suggests
Revenue surging 41.8% year-over-year
Every $100 of equity generates 21 in profit
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
4.6% earnings growth
Distress zone — elevated risk
5.2% margin — thin
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 : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, Return on Equity. Revenue growth of 41.8% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
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 : LPLA
The primary concerns for LPLA are P/E Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
IRM profiles as a growth stock while LPLA is a hypergrowth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
LPLA is growing revenue faster at 41.8% — sustainability is the question.
LPLA generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
LPLA scores higher overall (66/100 vs 52/100) and 41.8% 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.
LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
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