Iron Mountain Incorporated (IRM)vsVornado Realty Trust (VNO)
IRM
Iron Mountain Incorporated
$114.52
+1.69%
REAL ESTATE · Cap: $34.07B
VNO
Vornado Realty Trust
$29.35
-3.14%
REAL ESTATE · Cap: $6.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 270% more annual revenue ($6.90B vs $1.86B). VNO leads profitability with a 48.5% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. VNO earns a higher WallStSmart Score of 61/100 (C+).
IRM
Buy52
out of 100
Grade: C-
VNO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$114.52
$24.11 premium
Margin of Safety
+46.2%
Fair Value
$56.25
Current Price
$29.35
$26.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Revenue declined 8.1%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.5% and operating margin at 13.6%.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 229.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
IRM profiles as a growth stock while VNO is a declining play — different risk/reward profiles.
VNO carries more volatility with a beta of 1.51 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
IRM generates stronger free cash flow (-16M), providing more financial flexibility.
Bottom Line
VNO scores higher overall (61/100 vs 52/100), backed by strong 48.5% margins. 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.
Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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