Iron Mountain Incorporated (IRM)vsTerreno Realty Corporation (TRNO)
IRM
Iron Mountain Incorporated
$133.07
-4.29%
REAL ESTATE · Cap: $37.86B
TRNO
Terreno Realty Corporation
$65.66
-0.25%
REAL ESTATE · Cap: $7.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1377% more annual revenue ($7.25B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 3.8%. IRM appears more attractively valued with a PEG of 2.70. TRNO earns a higher WallStSmart Score of 68/100 (B-).
IRM
Buy64
out of 100
Grade: C+
TRNO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$71.02
Current Price
$133.07
$62.05 premium
Margin of Safety
+69.3%
Fair Value
$213.41
Current Price
$65.66
$147.75 discount
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 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 86.5% and operating margin at 40.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
IRM profiles as a growth stock while TRNO is a mature 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.
TRNO generates stronger free cash flow (37M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (68/100 vs 64/100), backed by strong 86.5% margins and 12.7% 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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