Iron Mountain Incorporated (IRM)vsS&P Global Inc (SPGI)
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
SPGI
S&P Global Inc
$433.19
-0.45%
FINANCIAL SERVICES · Cap: $128.22B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 128% more annual revenue ($15.73B vs $6.90B). SPGI leads profitability with a 30.4% profit margin vs 2.1%. SPGI appears more attractively valued with a PEG of 1.53. SPGI earns a higher WallStSmart Score of 69/100 (B-).
IRM
Buy52
out of 100
Grade: C-
SPGI
Strong Buy69
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 SPGI.
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
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.7B in free cash flow
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
Moderate valuation
Grey zone — moderate 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 : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% 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 : SPGI
The primary concerns for SPGI are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
IRM profiles as a growth stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.20 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (69/100 vs 52/100), backed by strong 30.4% margins and 10.4% 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.
S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
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