Iron Mountain Incorporated (IRM)vsVornado Realty Trust (VNO)
IRM
Iron Mountain Incorporated
$120.75
-3.94%
REAL ESTATE · Cap: $36.96B
VNO
Vornado Realty Trust
$40.65
+1.47%
REAL ESTATE · Cap: $8.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 291% more annual revenue ($7.25B vs $1.85B). VNO leads profitability with a 42.9% profit margin vs 3.8%. VNO appears more attractively valued with a PEG of 2.20. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
VNO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.1%
Fair Value
$71.54
Current Price
$120.75
$49.21 premium
Margin of Safety
+33.2%
Fair Value
$45.30
Current Price
$40.65
$4.65 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
Attractively priced relative to earnings
Keeps 43 of every $100 in revenue as profit
Earnings expanding 1263.0% YoY
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
Expensive relative to growth rate
Elevated debt levels
Revenue declined 2.2%
Distress zone — elevated risk
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 : VNO
The strongest argument for VNO centers on P/E Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 42.9% and operating margin at 13.7%.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 135.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : VNO
The primary concerns for VNO are PEG Ratio, Debt/Equity, Revenue Growth.
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 1.53 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
VNO generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 61/100) and 21.6% revenue growth. VNO offers better value entry with a 33.2% 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.
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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