Iron Mountain Incorporated (IRM)vsSeritage Growth Properties (SRG)
IRM
Iron Mountain Incorporated
$132.44
-4.29%
REAL ESTATE · Cap: $38.85B
SRG
Seritage Growth Properties
$2.63
-3.58%
REAL ESTATE · Cap: $149.82M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 46503% more annual revenue ($7.25B vs $15.55M). IRM leads profitability with a 3.8% profit margin vs 0.0%. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
SRG
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$71.02
Current Price
$132.44
$61.42 premium
Margin of Safety
-53.5%
Fair Value
$1.98
Current Price
$2.63
$0.65 premium
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
0.0% margin — thin
ROE of -25.9% — below average capital efficiency
Revenue declined 98.4%
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 : SRG
The strongest argument for SRG centers on Price/Book, Debt/Equity.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 143.5x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
IRM profiles as a growth stock while SRG is a value play — different risk/reward profiles.
SRG carries more volatility with a beta of 2.21 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
SRG generates stronger free cash flow (-6M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 24/100) and 21.6% revenue growth. Both earn "Buy" and "Avoid" 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.
Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
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