Iron Mountain Incorporated (IRM)vsSky Harbour Group Corporation (SKYH)
IRM
Iron Mountain Incorporated
$128.25
+1.12%
REAL ESTATE · Cap: $38.16B
SKYH
Sky Harbour Group Corporation
$9.15
+2.01%
REAL ESTATE · Cap: $677.27M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 23522% more annual revenue ($7.25B vs $30.67M). SKYH leads profitability with a 63.9% profit margin vs 3.8%. SKYH trades at a lower P/E of 73.8x. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
SKYH
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.9%
Fair Value
$70.64
Current Price
$128.25
$57.61 premium
Intrinsic value data unavailable for SKYH.
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
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Keeps 64 of every $100 in revenue as profit
Revenue surging 56.0% year-over-year
Earnings expanding 198.2% YoY
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
Smaller company, higher risk/reward
ROE of 4.7% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : SKYH
The strongest argument for SKYH centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 63.9% and operating margin at -79.9%. Revenue growth of 56.0% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 139.4x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : SKYH
The primary concerns for SKYH are Market Cap, Return on Equity, Piotroski F-Score. A P/E of 73.8x leaves little room for execution misses. Debt-to-equity of 4.48 is elevated, increasing financial risk.
Key Dynamics to Monitor
SKYH carries more volatility with a beta of 1.38 — expect wider price swings.
SKYH is growing revenue faster at 56.0% — sustainability is the question.
SKYH generates stronger free cash flow (-36M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 48/100) and 21.6% revenue growth. Both earn "Buy" and "Hold" 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.
Sky Harbour Group Corporation
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Sky Harbor Group Corporation, an aviation infrastructure company, develops, leases and manages commercial aviation hangars at airports for commercial and private aircraft owners in the United States. The company is headquartered in White Plains, New York.
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