Honeywell International Inc (HON)vsIron Mountain Incorporated (IRM)
HON
Honeywell International Inc
$213.97
-1.69%
INDUSTRIALS · Cap: $141.47B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 420% more annual revenue ($37.66B vs $7.25B). HON leads profitability with a 10.9% profit margin vs 3.8%. HON appears more attractively valued with a PEG of 2.14. IRM earns a higher WallStSmart Score of 64/100 (C+).
HON
Buy53
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 HON.
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
Large-cap with strong market position
Strong operational efficiency at 21.0%
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.0x book value
2.4% revenue growth
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 : HON
The strongest argument for HON centers on Market Cap, Operating Margin.
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 : HON
The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.58 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 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
HON profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.22 — 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.
Bottom Line
IRM scores higher overall (64/100 vs 53/100) 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.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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 CONGLOMERATES Stocks
Want to dig deeper into these stocks?