Granite Real Estate Investment Trust (GRTUF)vsIron Mountain Incorporated (IRM)
GRTUF
Granite Real Estate Investment Trust
$68.60
0.00%
REAL ESTATE · Cap: $4.04B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1050% more annual revenue ($7.25B vs $629.87M). GRTUF leads profitability with a 61.9% profit margin vs 3.8%. GRTUF trades at a lower P/E of 14.2x. IRM earns a higher WallStSmart Score of 64/100 (C+).
GRTUF
Buy63
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 GRTUF.
Margin of Safety
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 73.7%
Earnings expanding 112.1% YoY
Attractively priced relative to earnings
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Areas to Watch
ROE of 6.9% — below average capital efficiency
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 : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 61.9% and operating margin at 73.7%.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : GRTUF
The primary concerns for GRTUF are 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
GRTUF profiles as a mature stock while IRM is a growth play — different risk/reward profiles.
IRM is growing revenue faster at 21.6% — sustainability is the question.
GRTUF generates stronger free cash flow (98M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 63/100) 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.
Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
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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