WallStSmart

Iron Mountain Incorporated (IRM)vsPhillips Edison & Co Inc (PECO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 880% more annual revenue ($7.25B vs $739.02M). PECO leads profitability with a 15.6% profit margin vs 3.8%. PECO trades at a lower P/E of 43.8x. IRM earns a higher WallStSmart Score of 64/100 (C+).

IRM

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 2.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.12

PECO

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.5Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IRMOvervalued (-5.0%)

Margin of Safety

-5.0%

Fair Value

$95.45

Current Price

$128.84

$33.39 premium

UndervaluedFair: $95.45Overvalued
PECOUndervalued (+7.0%)

Margin of Safety

+7.0%

Fair Value

$40.56

Current Price

$39.72

$0.84 discount

UndervaluedFair: $40.56Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRM4 strengths · Avg: 9.0/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

EPS GrowthGrowth
860.0%10/10

Earnings expanding 860.0% YoY

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

PECO2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
137.8x2/10

Premium valuation, high expectations priced in

PECO4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.9%3/10

ROE of 4.9% — below average capital efficiency

Debt/EquityHealth
1.093/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
43.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : PECO

The strongest argument for PECO centers on Operating Margin, Price/Book. Profitability is solid with margins at 15.6% and operating margin at 30.5%.

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 : PECO

The primary concerns for PECO are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 43.8x leaves little room for execution misses.

Key Dynamics to Monitor

IRM profiles as a growth stock while PECO is a mature 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.

PECO generates stronger free cash flow (29M), 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.

Phillips Edison & Co Inc

REAL ESTATE · REIT - RETAIL · USA

Phillips Edison & Company, Inc. (PECO) is a premier, fully integrated real estate investment trust (REIT) specializing in the ownership, operation, and development of grocery-anchored shopping centers throughout the United States. With a robust portfolio of over 300 strategically located properties, PECO capitalizes on favorable demographic trends and evolving consumer preferences to enhance value creation. The company prioritizes strong relationships with both national and regional retailers, ensuring tenant stability and sustainable cash flow growth. PECO is committed to delivering long-term shareholder value through disciplined capital management and a focus on sustainability initiatives within its operational framework.

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