Iron Mountain Incorporated (IRM)vsUrban Edge Properties (UE)
IRM
Iron Mountain Incorporated
$128.84
+1.60%
REAL ESTATE · Cap: $37.73B
UE
Urban Edge Properties
$21.61
-1.91%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1415% more annual revenue ($7.25B vs $478.29M). UE leads profitability with a 22.6% profit margin vs 3.8%. IRM appears more attractively valued with a PEG of 2.70. UE earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
UE
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.0%
Fair Value
$95.45
Current Price
$128.84
$33.39 premium
Margin of Safety
+20.4%
Fair Value
$26.00
Current Price
$21.61
$4.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 137.8x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : UE
The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
IRM profiles as a growth stock while UE is a mature play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.23 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
UE generates stronger free cash flow (39M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 64/100) and 21.6% revenue growth. UE offers better value entry with a 20.4% margin of safety. 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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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