Iron Mountain Incorporated (IRM)vsMotorola Solutions Inc (MSI)
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
MSI
Motorola Solutions Inc
$410.34
-0.09%
TECHNOLOGY · Cap: $68.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Motorola Solutions Inc generates 64% more annual revenue ($11.87B vs $7.25B). MSI leads profitability with a 17.6% profit margin vs 3.8%. MSI appears more attractively valued with a PEG of 2.22. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
MSI
Buy54
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 MSI.
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
Every $100 of equity generates 82 in profit
Large-cap with strong market position
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
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 26.8x book value
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 : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap. Profitability is solid with margins at 17.6% and operating margin at 19.8%.
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 : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 3.77 is elevated, increasing financial risk.
Key Dynamics to Monitor
IRM profiles as a growth stock while MSI is a mature play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.22 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
MSI generates stronger free cash flow (389M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 54/100) 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.
Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
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