Iron Mountain Incorporated (IRM)vsLamar Advertising Company (LAMR)
IRM
Iron Mountain Incorporated
$118.13
+1.06%
REAL ESTATE · Cap: $34.04B
LAMR
Lamar Advertising Company
$145.13
-0.65%
REAL ESTATE · Cap: $14.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 225% more annual revenue ($7.56B vs $2.33B). LAMR leads profitability with a 23.9% profit margin vs 5.5%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 62/100 (C+).
IRM
Buy62
out of 100
Grade: C+
LAMR
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.2%
Fair Value
$75.23
Current Price
$118.13
$42.90 premium
Margin of Safety
-48.2%
Fair Value
$89.49
Current Price
$145.13
$55.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
18.5% revenue growth
Every $100 of equity generates 56 in profit
Strong operational efficiency at 33.3%
Keeps 24 of every $100 in revenue as profit
Areas to Watch
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Trading at 15.0x book value
3.9% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 18.5% demonstrates continued momentum.
Bull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 23.9% and operating margin at 33.3%.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 81.1x leaves little room for execution misses.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 5.00 is elevated, increasing financial risk.
Key Dynamics to Monitor
IRM profiles as a growth stock while LAMR is a mature play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.20 — expect wider price swings.
IRM is growing revenue faster at 18.5% — sustainability is the question.
LAMR generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (62/100 vs 62/100) and 18.5% 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.
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.
Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
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