Gladstone Commercial Corporation (GOOD)vsIron Mountain Incorporated (IRM)
GOOD
Gladstone Commercial Corporation
$12.61
+0.24%
REAL ESTATE · Cap: $609.93M
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 4178% more annual revenue ($6.90B vs $161.34M). GOOD leads profitability with a 11.9% 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-).
GOOD
Hold49
out of 100
Grade: D+
IRM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.4%
Fair Value
$49.00
Current Price
$12.61
$36.39 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
Strong operational efficiency at 40.0%
16.3% revenue growth
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
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 : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 90.0x leaves little room for execution misses.
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
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.
GOOD generates stronger free cash flow (-2M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (52/100 vs 49/100) and 16.6% revenue growth. GOOD offers better value entry with a 76.4% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in 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.
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