Equinix Inc (EQIX)vsIron Mountain Incorporated (IRM)
EQIX
Equinix Inc
$1,057.26
+3.52%
REAL ESTATE · Cap: $102.39B
IRM
Iron Mountain Incorporated
$116.89
+2.23%
REAL ESTATE · Cap: $34.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 31% more annual revenue ($9.90B vs $7.56B). EQIX leads profitability with a 15.5% profit margin vs 5.5%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 62/100 (C+).
EQIX
Buy58
out of 100
Grade: C
IRM
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.4%
Fair Value
$589.30
Current Price
$1057.26
$467.96 premium
Margin of Safety
-33.2%
Fair Value
$75.23
Current Price
$116.89
$41.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 27.0%
16.7% revenue growth
Earnings expanding 28.8% YoY
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
18.5% revenue growth
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.5% and operating margin at 27.0%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 65.8x leaves little room for execution misses. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 81.1x leaves little room for execution misses.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.20 — expect wider price swings.
IRM is growing revenue faster at 18.5% — sustainability is the question.
IRM generates stronger free cash flow (-36M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (62/100 vs 58/100) and 18.5% 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.
Equinix Inc
REAL ESTATE · REIT - SPECIALTY · USA
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
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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