Iron Mountain Incorporated (IRM)vsRithm Capital Corp. (RITM)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
RITM
Rithm Capital Corp.
$9.66
-1.93%
REAL ESTATE · Cap: $5.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 70% more annual revenue ($6.90B vs $4.05B). RITM leads profitability with a 17.8% profit margin vs 2.1%. RITM trades at a lower P/E of 8.9x. RITM earns a higher WallStSmart Score of 71/100 (B).
IRM
Buy52
out of 100
Grade: C-
RITM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Margin of Safety
+85.0%
Fair Value
$71.08
Current Price
$9.66
$61.42 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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 38.7% year-over-year
Earnings expanding 72.2% YoY
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : RITM
The strongest argument for RITM centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.8% and operating margin at 16.1%. Revenue growth of 38.7% 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 : RITM
The primary concerns for RITM are Piotroski F-Score, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
RITM carries more volatility with a beta of 1.19 — expect wider price swings.
RITM is growing revenue faster at 38.7% — 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
RITM scores higher overall (71/100 vs 52/100), backed by strong 17.8% margins and 38.7% 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.
Rithm Capital Corp.
REAL ESTATE · REIT - MORTGAGE · USA
Rhythm Capital Corp. The company is headquartered in New York, New York.
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