Iron Mountain Incorporated (IRM)vsPrologis Inc (PLD)
IRM
Iron Mountain Incorporated
$106.52
+0.97%
REAL ESTATE · Cap: $35.24B
PLD
Prologis Inc
$126.97
-1.24%
REAL ESTATE · Cap: $124.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 31% more annual revenue ($9.89B vs $7.56B). PLD leads profitability with a 43.1% profit margin vs 5.5%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 62/100 (C+).
IRM
Buy62
out of 100
Grade: C+
PLD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.5%
Fair Value
$75.66
Current Price
$106.52
$30.86 premium
Margin of Safety
+49.7%
Fair Value
$255.41
Current Price
$126.97
$128.44 discount
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
18.5% revenue growth
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 18.5% demonstrates continued momentum.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 84.6x leaves little room for execution misses.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
IRM profiles as a growth stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
IRM is growing revenue faster at 18.5% — sustainability is the question.
PLD generates stronger free cash flow (661M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (62/100 vs 59/100) and 18.5% revenue growth. PLD offers better value entry with a 49.7% 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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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