Iron Mountain Incorporated (IRM)vsStratus Properties Inc (STRS)
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
STRS
Stratus Properties Inc
$30.10
+3.58%
REAL ESTATE · Cap: $151.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 21527% more annual revenue ($6.90B vs $31.91M). IRM leads profitability with a 2.1% profit margin vs -25.4%. STRS appears more attractively valued with a PEG of 1.19. IRM earns a higher WallStSmart Score of 52/100 (C-).
IRM
Buy52
out of 100
Grade: C-
STRS
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2909.6%
Fair Value
$3.33
Current Price
$100.53
$97.20 premium
Intrinsic value data unavailable for STRS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 22.0%
16.6% revenue growth
Reasonable price relative to book value
Areas to Watch
ROE of 2.3% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -4.9% — below average capital efficiency
Revenue declined 44.1%
Earnings declined 74.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : STRS
The strongest argument for STRS centers on Price/Book. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : IRM
The primary concerns for IRM are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 205.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
IRM profiles as a growth stock while STRS is a turnaround play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.42 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
STRS generates stronger free cash flow (-15M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (52/100 vs 31/100) and 16.6% 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.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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