Iron Mountain Incorporated (IRM)vsLead Real Estate Co., Ltd American Depositary Shares (LRE)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
LRE
Lead Real Estate Co., Ltd American Depositary Shares
$1.34
+4.69%
REAL ESTATE · Cap: $17.87M
Smart Verdict
WallStSmart Research — data-driven comparison
Lead Real Estate Co., Ltd American Depositary Shares generates 173% more annual revenue ($18.84B vs $6.90B). LRE leads profitability with a 4.5% profit margin vs 2.1%. LRE trades at a lower P/E of 3.4x. LRE earns a higher WallStSmart Score of 60/100 (C).
IRM
Buy52
out of 100
Grade: C-
LRE
Buy60
out of 100
Grade: C
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 LRE.
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
Earnings expanding 150.0% YoY
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
4.5% 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 : LRE
The strongest argument for LRE centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 12.2% 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 : LRE
The primary concerns for LRE are Market Cap, Profit Margin. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRM profiles as a growth stock while LRE is a value play — different risk/reward profiles.
LRE carries more volatility with a beta of 1.67 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
LRE generates stronger free cash flow (5M), providing more financial flexibility.
Bottom Line
LRE scores higher overall (60/100 vs 52/100) and 12.2% 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.
Lead Real Estate Co., Ltd American Depositary Shares
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Lead Real Estate Co., Ltd. (LRE) is a prominent player in the real estate sector, specializing in the comprehensive development, management, and investment of both residential and commercial properties. The company actively expands its presence in key regional markets while ensuring sustainable value creation for shareholders through a diversified portfolio approach. With a commitment to operational efficiency and a keen eye for lucrative investment opportunities, LRE is positioned to capitalize on the increasing demand for real estate, making it a compelling option for institutional investors seeking exposure to a dynamic and growing sector.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?