Howard Hughes Holdings Inc. (HHH)vsIron Mountain Incorporated (IRM)
HHH
Howard Hughes Holdings Inc.
$63.35
-1.60%
REAL ESTATE · Cap: $3.83B
IRM
Iron Mountain Incorporated
$128.25
+1.12%
REAL ESTATE · Cap: $38.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 379% more annual revenue ($7.25B vs $1.51B). HHH leads profitability with a 8.0% 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+).
HHH
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 HHH.
Margin of Safety
-41.9%
Fair Value
$70.64
Current Price
$128.25
$57.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.5%
18.4% revenue growth
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
Premium valuation, high expectations priced in
ROE of 3.2% — below average capital efficiency
Elevated debt levels
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 : HHH
The strongest argument for HHH centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 18.4% demonstrates continued momentum.
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 : HHH
The primary concerns for HHH are P/E Ratio, Return on Equity, Debt/Equity. Debt-to-equity of 1.53 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 139.4x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
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.
Monitor REAL ESTATE - DEVELOPMENT 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.
Howard Hughes Holdings Inc.
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
The Howard Hughes Corporation owns, manages, and develops commercial, residential, and mixed-use properties in the United States. The company is headquartered in Dallas, Texas.
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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