Iron Mountain Incorporated (IRM)vsMFA Financial Inc (MFA)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
MFA
MFA Financial Inc
$10.25
+0.79%
REAL ESTATE · Cap: $1.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 2021% more annual revenue ($6.90B vs $325.40M). MFA leads profitability with a 54.3% profit margin vs 2.1%. MFA appears more attractively valued with a PEG of 2.48. MFA earns a higher WallStSmart Score of 67/100 (B-).
IRM
Buy52
out of 100
Grade: C-
MFA
Strong Buy67
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
Margin of Safety
+60.8%
Fair Value
$24.78
Current Price
$10.25
$14.53 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 54 of every $100 in revenue as profit
Strong operational efficiency at 61.7%
Revenue surging 111.3% year-over-year
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
Earnings declined 5.4%
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 : MFA
The strongest argument for MFA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 54.3% and operating margin at 61.7%. Revenue growth of 111.3% 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 : MFA
The primary concerns for MFA are PEG Ratio, Market Cap, EPS Growth.
Key Dynamics to Monitor
MFA carries more volatility with a beta of 1.62 — expect wider price swings.
MFA is growing revenue faster at 111.3% — sustainability is the question.
MFA generates stronger free cash flow (38M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MFA scores higher overall (67/100 vs 52/100), backed by strong 54.3% margins and 111.3% 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.
MFA Financial Inc
REAL ESTATE · REIT - MORTGAGE · USA
MFA Financial, Inc., is a real estate investment trust (REIT) in the United States. The company is headquartered in New York, New York.
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