Iron Mountain Incorporated (IRM)vsNetstreit Corp (NTST)
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
NTST
Netstreit Corp
$20.57
0.00%
REAL ESTATE · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 3248% more annual revenue ($6.90B vs $206.16M). NTST leads profitability with a 5.3% profit margin vs 2.1%. NTST trades at a lower P/E of 171.4x. NTST earns a higher WallStSmart Score of 58/100 (C).
IRM
Buy52
out of 100
Grade: C-
NTST
Buy58
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
+56.3%
Fair Value
$44.05
Current Price
$20.57
$23.48 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
Reasonable price relative to book value
Strong operational efficiency at 37.7%
Earnings expanding 177.0% YoY
Revenue surging 24.3% 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
ROE of 0.8% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : NTST
The strongest argument for NTST centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 24.3% 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 : NTST
The primary concerns for NTST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 171.4x leaves little room for execution misses.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
NTST is growing revenue faster at 24.3% — sustainability is the question.
IRM generates stronger free cash flow (-16M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NTST scores higher overall (58/100 vs 52/100) and 24.3% 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.
Netstreit Corp
REAL ESTATE · REIT - RETAIL · USA
NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single tenant net lease retail properties nationwide.
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