Iron Mountain Incorporated (IRM)vsMedtronic PLC (MDT)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
MDT
Medtronic PLC
$79.37
+2.02%
HEALTHCARE · Cap: $103.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 414% more annual revenue ($35.48B vs $6.90B). MDT leads profitability with a 13.0% profit margin vs 2.1%. MDT appears more attractively valued with a PEG of 1.38. MDT earns a higher WallStSmart Score of 58/100 (C).
IRM
Buy52
out of 100
Grade: C-
MDT
Buy58
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
Margin of Safety
+25.1%
Fair Value
$108.03
Current Price
$79.37
$28.66 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 11.8%
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 : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin. PEG of 1.38 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 : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
IRM profiles as a growth stock while MDT is a value 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 16.6% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
MDT scores higher overall (58/100 vs 52/100). 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.
Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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