Iron Mountain Incorporated (IRM)vsStrawberry Fields REIT LLC (STRW)
IRM
Iron Mountain Incorporated
$122.39
+0.68%
REAL ESTATE · Cap: $36.39B
STRW
Strawberry Fields REIT LLC
$13.82
+1.62%
REAL ESTATE · Cap: $190.25M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 4496% more annual revenue ($7.25B vs $157.65M). STRW leads profitability with a 5.3% profit margin vs 3.8%. STRW trades at a lower P/E of 21.8x. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
STRW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.8%
Fair Value
$71.70
Current Price
$122.39
$50.69 premium
Margin of Safety
-8.8%
Fair Value
$11.76
Current Price
$13.82
$2.06 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
Every $100 of equity generates 185 in profit
Strong operational efficiency at 55.4%
Earnings expanding 31.6% YoY
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 15.2x book value
Smaller company, higher risk/reward
5.3% margin — thin
Weak financial health signals
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 : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, EPS Growth.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 133.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Debt-to-equity of 64.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
IRM profiles as a growth stock while STRW is a value play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.22 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
STRW generates stronger free cash flow (17M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 56/100) and 21.6% revenue growth. Both earn "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.
Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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