Alexandria Real Estate Equities Inc (ARE)vsIron Mountain Incorporated (IRM)
ARE
Alexandria Real Estate Equities Inc
$41.05
+1.58%
REAL ESTATE · Cap: $7.15B
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 136% more annual revenue ($6.90B vs $2.93B). IRM leads profitability with a 2.1% profit margin vs -36.1%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 52/100 (C-).
ARE
Buy51
out of 100
Grade: C-
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$133.89
Current Price
$41.05
$92.84 discount
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 648.0% YoY
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Expensive relative to growth rate
ROE of -4.1% — below average capital efficiency
Revenue declined 11.5%
Currently unprofitable
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
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.
Key Dynamics to Monitor
ARE profiles as a turnaround stock while IRM is a growth play — different risk/reward profiles.
ARE carries more volatility with a beta of 1.34 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
ARE generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (52/100 vs 51/100) and 16.6% revenue growth. ARE offers better value entry with a 59.9% 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.
Alexandria Real Estate Equities Inc
REAL ESTATE · REIT - OFFICE · USA
Alexandria Real Estate Equities, Inc. is an American real estate investment trust that invests in office buildings and laboratories leased to tenants in the life science and technology industries.
Visit Website →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.
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