Iron Mountain Incorporated (IRM)vsNet Lease Office Properties (NLOP)
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
NLOP
Net Lease Office Properties
$11.98
+1.01%
REAL ESTATE · Cap: $176.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 8276% more annual revenue ($7.25B vs $86.50M). IRM leads profitability with a 3.8% profit margin vs -139.6%. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
NLOP
Hold44
out of 100
Grade: D
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 NLOP.
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
Reasonable price relative to book value
Earnings expanding 4981.0% YoY
Strong operational efficiency at 25.5%
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -71.0% — below average capital efficiency
Revenue declined 70.9%
Distress zone — elevated risk
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 : NLOP
The strongest argument for NLOP centers on Price/Book, EPS Growth, Operating Margin.
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 : NLOP
The primary concerns for NLOP are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
IRM profiles as a growth stock while NLOP is a turnaround 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.
NLOP generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 44/100) 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.
Net Lease Office Properties
REAL ESTATE · REIT - OFFICE · USA
Net Lease Office Properties (NLOP) is a distinguished real estate investment trust (REIT) focused on acquiring and managing high-quality net leased office properties across the United States. The company boasts a strategic portfolio characterized by long-term leases with financially stable tenants, ensuring consistent cash flows and minimizing investment risk. By targeting key metropolitan markets with robust demand dynamics, NLOP is strategically positioned for sustained growth and value creation. With its disciplined capital management approach and proactive acquisition strategy, NLOP presents a compelling investment opportunity for institutional investors looking to enhance their exposure to the commercial real estate sector.
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