Iron Mountain Incorporated (IRM)vsServiceNow Inc (NOW)
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
NOW
ServiceNow Inc
$88.89
-0.65%
TECHNOLOGY · Cap: $91.07B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 102% more annual revenue ($13.96B vs $6.90B). NOW leads profitability with a 12.6% profit margin vs 2.1%. NOW appears more attractively valued with a PEG of 0.86. NOW earns a higher WallStSmart Score of 59/100 (C).
IRM
Buy52
out of 100
Grade: C-
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$114.52
$24.11 premium
Margin of Safety
+86.1%
Fair Value
$636.49
Current Price
$88.89
$547.60 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
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B 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
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
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 : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.86 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 : NOW
The primary concerns for NOW are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 52.6x leaves little room for execution misses.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (59/100 vs 52/100) and 22.1% 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.
ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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