Iron Mountain Incorporated (IRM)vsMarcus & Millichap Inc (MMI)
IRM
Iron Mountain Incorporated
$132.44
-4.29%
REAL ESTATE · Cap: $38.85B
MMI
Marcus & Millichap Inc
$30.13
+0.60%
REAL ESTATE · Cap: $1.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 827% more annual revenue ($7.25B vs $781.59M). IRM leads profitability with a 3.8% profit margin vs -0.1%. MMI appears more attractively valued with a PEG of 1.82. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
MMI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$71.02
Current Price
$132.44
$61.42 premium
Margin of Safety
+12.5%
Fair Value
$29.84
Current Price
$30.13
$0.29 discount
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
Earnings expanding 56.9% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
18.2% revenue growth
Areas to Watch
3.8% 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
Weak financial health signals
ROE of -0.1% — below average capital efficiency
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 : MMI
The strongest argument for MMI centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 18.2% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 143.5x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : MMI
The primary concerns for MMI are PEG Ratio, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
MMI carries more volatility with a beta of 1.26 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
MMI generates stronger free cash flow (-31M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 51/100) 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.
Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?