Iron Mountain Incorporated (IRM)vsPotlatchDeltic Corp (PCH)
IRM
Iron Mountain Incorporated
$128.84
+1.60%
REAL ESTATE · Cap: $37.73B
PCH
PotlatchDeltic Corp
$41.73
0.00%
REAL ESTATE · Cap: $3.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 549% more annual revenue ($7.25B vs $1.12B). IRM leads profitability with a 3.8% profit margin vs 0.1%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
PCH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.0%
Fair Value
$95.45
Current Price
$128.84
$33.39 premium
Margin of Safety
+38.5%
Fair Value
$67.85
Current Price
$41.73
$26.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Reasonable price relative to book value
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.2% revenue growth
ROE of 0.0% — below average capital efficiency
0.1% margin — thin
Operating margin of 0.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : PCH
The strongest argument for PCH centers on Price/Book.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 137.8x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : PCH
The primary concerns for PCH are Revenue Growth, Return on Equity, Profit Margin. A P/E of 50.9x leaves little room for execution misses. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRM profiles as a growth stock while PCH is a value play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.23 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
PCH generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 59/100) and 21.6% revenue growth. PCH offers better value entry with a 38.5% margin of safety. 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.
PotlatchDeltic Corp
REAL ESTATE · REIT - SPECIALTY · USA
PotlatchDeltic (NASDAQ: PCH) is a leading Real Estate Investment Trust (REIT) owning 1.
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