Equinix Inc (EQIX)vsIron Mountain Incorporated (IRM)
EQIX
Equinix Inc
$1,072.08
+0.50%
REAL ESTATE · Cap: $105.21B
IRM
Iron Mountain Incorporated
$128.84
+1.60%
REAL ESTATE · Cap: $37.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Equinix Inc generates 31% more annual revenue ($9.53B vs $7.25B). EQIX leads profitability with a 14.9% profit margin vs 3.8%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 64/100 (C+).
EQIX
Buy54
out of 100
Grade: C-
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.8%
Fair Value
$648.34
Current Price
$1072.08
$423.74 premium
Margin of Safety
-5.0%
Fair Value
$95.45
Current Price
$128.84
$33.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Earnings expanding 20.0% YoY
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 73.7x leaves little room for execution misses. Debt-to-equity of 1.61 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 137.8x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
EQIX profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.23 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
IRM generates stronger free cash flow (-179M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 54/100) 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.
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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