Empire State Realty OP LP ES (ESBA)vsIron Mountain Incorporated (IRM)
ESBA
Empire State Realty OP LP ES
$5.44
0.00%
REAL ESTATE · Cap: $1.49B
IRM
Iron Mountain Incorporated
$132.06
+0.27%
REAL ESTATE · Cap: $37.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 844% more annual revenue ($7.25B vs $767.81M). ESBA leads profitability with a 9.5% profit margin vs 3.8%. ESBA trades at a lower P/E of 21.8x. IRM earns a higher WallStSmart Score of 64/100 (C+).
ESBA
Buy51
out of 100
Grade: C-
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ESBA.
Margin of Safety
-5.2%
Fair Value
$95.27
Current Price
$132.06
$36.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 83.0% 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
0.8% revenue growth
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
Weak financial health signals
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 : ESBA
The strongest argument for ESBA centers on Price/Book, EPS Growth.
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 : ESBA
The primary concerns for ESBA are Revenue Growth, Market Cap, 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
ESBA profiles as a value stock while IRM is a growth play — different risk/reward profiles.
ESBA carries more volatility with a beta of 1.42 — expect wider price swings.
IRM is growing revenue faster at 21.6% — sustainability is the question.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 51/100) 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.
Empire State Realty OP LP ES
REAL ESTATE · REIT - OFFICE · USA
Empire State Realty OP, L.P. is a subsidiary of Empire State Realty Trust, Inc.
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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