Iron Mountain Incorporated (IRM)vsPalantir Technologies Inc. (PLTR)
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
PLTR
Palantir Technologies Inc.
$137.97
-2.27%
TECHNOLOGY · Cap: $333.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 54% more annual revenue ($6.90B vs $4.48B). PLTR leads profitability with a 36.3% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. PLTR earns a higher WallStSmart Score of 73/100 (B).
IRM
Buy52
out of 100
Grade: C-
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$114.52
$24.11 premium
Intrinsic value data unavailable for PLTR.
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
Mega-cap, among the largest globally
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Revenue surging 70.0% year-over-year
Earnings expanding 648.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 44.7x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 40.9%. Revenue growth of 70.0% 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 : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 220.8x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.67 — expect wider price swings.
PLTR is growing revenue faster at 70.0% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 52/100), backed by strong 36.3% margins and 70.0% revenue growth. Both earn "Strong 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.
Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
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