WallStSmart

Iron Mountain Incorporated (IRM)vsWheeler Real Estate Investment Trust, Inc. (WHLR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 7214% more annual revenue ($7.25B vs $99.06M). WHLR leads profitability with a 5.9% profit margin vs 3.8%. IRM earns a higher WallStSmart Score of 64/100 (C+).

IRM

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 2.0Quality: 6.5
Piotroski: 2/9Altman Z: 0.10

WHLR

Hold

40

out of 100

Grade: F

Growth: 4.0Profit: 6.5Value: 6.7Quality: 5.0
Piotroski: 6/9Altman Z: -0.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IRMSignificantly Overvalued (-40.1%)

Margin of Safety

-40.1%

Fair Value

$71.54

Current Price

$120.75

$49.21 premium

UndervaluedFair: $71.54Overvalued
WHLRUndervalued (+70.0%)

Margin of Safety

+70.0%

Fair Value

$6.83

Current Price

$0.94

$5.89 discount

UndervaluedFair: $6.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRM5 strengths · Avg: 9.2/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

EPS GrowthGrowth
860.0%10/10

Earnings expanding 860.0% YoY

Debt/EquityHealth
-16.2310/10

Conservative balance sheet, low leverage

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Revenue GrowthGrowth
21.6%8/10

Revenue surging 21.6% year-over-year

WHLR1 strengths · Avg: 10.0/10
Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

Areas to Watch

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
135.0x2/10

Premium valuation, high expectations priced in

WHLR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.57M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

Revenue GrowthGrowth
-1.4%2/10

Revenue declined 1.4%

Comparative Analysis Report

WallStSmart Research

Bull 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 : WHLR

The strongest argument for WHLR centers on Operating Margin.

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 : WHLR

The primary concerns for WHLR are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 7.56 is elevated, increasing financial risk.

Key Dynamics to Monitor

IRM profiles as a growth stock while WHLR 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.

WHLR generates stronger free cash flow (3M), providing more financial flexibility.

Bottom Line

IRM scores higher overall (64/100 vs 40/100) and 21.6% revenue growth. WHLR offers better value entry with a 70.0% margin of safety. Both earn "Buy" and "Hold" 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.

Wheeler Real Estate Investment Trust, Inc.

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust, Inc. (WHLR) is a publicly traded real estate investment trust (REIT) that focuses on the acquisition and management of a diverse portfolio of retail and mixed-use properties across the United States. Utilizing a value-oriented investment strategy, WHLR identifies strategically located assets that offer strong cash flow potential to generate stable income and capital appreciation for its investors. The company is committed to proactive asset management and fostering robust tenant relationships, which are essential for mitigating risks in a changing retail landscape. With a strong emphasis on sustainability and long-term value creation, WHLR is poised for continuous growth in the dynamic commercial real estate sector.

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