Host Hotels & Resorts Inc (HST)vsIron Mountain Incorporated (IRM)
HST
Host Hotels & Resorts Inc
$24.62
+0.70%
REAL ESTATE · Cap: $17.27B
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 17% more annual revenue ($7.25B vs $6.18B). HST leads profitability with a 16.4% profit margin vs 3.8%. HST appears more attractively valued with a PEG of 2.22. IRM earns a higher WallStSmart Score of 64/100 (C+).
HST
Buy64
out of 100
Grade: C+
IRM
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.0%
Fair Value
$19.00
Current Price
$24.62
$5.62 premium
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
Earnings expanding 105.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
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
2.8% revenue growth
Distress zone — elevated risk
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 : HST
The strongest argument for HST centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 19.2%.
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 : HST
The primary concerns for HST are PEG Ratio, Revenue Growth, Altman Z-Score.
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
HST 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.
HST generates stronger free cash flow (220M), providing more financial flexibility.
Bottom Line
HST scores higher overall (64/100 vs 64/100), backed by strong 16.4% margins. 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.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
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.
Compare with Other REIT - HOTEL & MOTEL Stocks
Want to dig deeper into these stocks?