Iron Mountain Incorporated (IRM)vsLXP Industrial Trust (LXP)
IRM
Iron Mountain Incorporated
$132.06
+0.27%
REAL ESTATE · Cap: $37.84B
LXP
LXP Industrial Trust
$52.25
+0.95%
REAL ESTATE · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1986% more annual revenue ($7.25B vs $347.31M). LXP leads profitability with a 27.1% profit margin vs 3.8%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
LXP
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.2%
Fair Value
$95.27
Current Price
$132.06
$36.79 premium
Margin of Safety
-27.8%
Fair Value
$40.36
Current Price
$52.25
$11.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 4.8% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : LXP
The strongest argument for LXP centers on Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 13.9%.
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 : LXP
The primary concerns for LXP are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
IRM profiles as a growth stock while LXP is a declining play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
LXP generates stronger free cash flow (34M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 42/100) and 21.6% revenue growth. Both earn "Buy" and "Hold" 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.
LXP Industrial Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
LXP Industrial Trust (LXP) is a leading real estate investment trust (REIT) that specializes in the ownership and management of a diverse portfolio of industrial properties strategically positioned in key logistics hubs throughout the United States. Leveraging the surge in e-commerce and advancements in supply chain logistics, LXP focuses on acquiring high-quality assets that drive sustainable income and capital appreciation. The company's disciplined capital allocation, emphasis on tenant relationships, and proactive asset management practices enable it to navigate the dynamic industrial real estate market effectively. With a commitment to operational excellence and long-term value creation, LXP is well-equipped to capitalize on emerging trends and opportunities in the sector.
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