Danaher Corporation (DHR)vsIron Mountain Incorporated (IRM)
DHR
Danaher Corporation
$184.30
+0.56%
HEALTHCARE · Cap: $117.48B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Danaher Corporation generates 242% more annual revenue ($24.78B vs $7.25B). DHR leads profitability with a 14.9% profit margin vs 3.8%. DHR appears more attractively valued with a PEG of 1.09. IRM earns a higher WallStSmart Score of 64/100 (C+).
DHR
Buy58
out of 100
Grade: C
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.8%
Fair Value
$114.63
Current Price
$184.30
$69.67 premium
Margin of Safety
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 22.9%
Generating 1.1B in free cash flow
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
Areas to Watch
Premium valuation, high expectations priced in
3.7% revenue growth
ROE of 7.0% — below average capital efficiency
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.09 suggests the stock is reasonably priced for its growth.
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.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
DHR profiles as a value stock while IRM is a growth 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.
DHR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 58/100) and 21.6% revenue growth. 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.
Danaher Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.
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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