Essex Property Trust Inc (ESS)vsIron Mountain Incorporated (IRM)
ESS
Essex Property Trust Inc
$263.21
-0.65%
REAL ESTATE · Cap: $18.32B
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 257% more annual revenue ($6.90B vs $1.94B). ESS leads profitability with a 34.6% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 52/100 (C-).
ESS
Buy51
out of 100
Grade: C-
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.3%
Fair Value
$430.90
Current Price
$263.21
$167.69 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
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 32.9%
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Moderate valuation
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 68.7%
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 : ESS
The strongest argument for ESS centers on Profit Margin, Operating Margin. Profitability is solid with margins at 34.6% and operating margin at 32.9%.
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 : ESS
The primary concerns for ESS are P/E Ratio, Revenue Growth, PEG Ratio.
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
ESS profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
ESS generates stronger free cash flow (195M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (52/100 vs 51/100) and 16.6% revenue growth. ESS offers better value entry with a 39.3% 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.
Essex Property Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.
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.
Compare with Other REIT - RESIDENTIAL Stocks
Want to dig deeper into these stocks?