Iron Mountain Incorporated (IRM)vsLead Real Estate Co., Ltd American Depositary Shares (LRE)
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
LRE
Lead Real Estate Co., Ltd American Depositary Shares
$1.26
0.00%
REAL ESTATE · Cap: $17.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Lead Real Estate Co., Ltd American Depositary Shares generates 160% more annual revenue ($18.84B vs $7.25B). LRE leads profitability with a 4.5% profit margin vs 3.8%. LRE trades at a lower P/E of 3.3x. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
LRE
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 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
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 150.0% YoY
Areas to Watch
3.8% 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
Weak financial health signals
Distress zone — elevated risk
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 : 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 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : LRE
The primary concerns for LRE are Market Cap, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.58 is elevated, increasing financial risk. 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 1.43 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
LRE generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 60/100) 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.
Lead Real Estate Co., Ltd American Depositary Shares
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Lead Real Estate Co., Ltd. (LRE) is a leading firm in the real estate industry, focusing on the development, management, and investment of both residential and commercial properties. The company's strategic expansion in key markets, paired with a commitment to sustainable value creation through a diversified portfolio, positions it well to meet the growing demand for real estate. LRE’s operational efficiency and proactive approach to identifying lucrative investment opportunities underscore its potential as an appealing choice for institutional investors seeking exposure to a robust and dynamic sector.
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