Iron Mountain Incorporated (IRM)vsLogistic Properties of the Americas (LPA)
IRM
Iron Mountain Incorporated
$120.75
-3.94%
REAL ESTATE · Cap: $36.96B
LPA
Logistic Properties of the Americas
$2.90
-3.33%
REAL ESTATE · Cap: $98.96M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 13651% more annual revenue ($7.25B vs $52.69M). LPA leads profitability with a 6.3% profit margin vs 3.8%. LPA trades at a lower P/E of 31.3x. LPA earns a higher WallStSmart Score of 65/100 (B-).
IRM
Buy64
out of 100
Grade: C+
LPA
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.1%
Fair Value
$71.54
Current Price
$120.75
$49.21 premium
Intrinsic value data unavailable for LPA.
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
Strong operational efficiency at 21.0%
Revenue surging 21.6% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 57.2%
Earnings expanding 92.9% YoY
Revenue surging 21.6% year-over-year
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
6.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 21.6% demonstrates continued momentum.
Bull Case : LPA
The strongest argument for LPA centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 21.6% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 135.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : LPA
The primary concerns for LPA are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
LPA carries more volatility with a beta of 5.27 — expect wider price swings.
LPA is growing revenue faster at 21.6% — sustainability is the question.
LPA generates stronger free cash flow (-5M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LPA scores higher overall (65/100 vs 64/100) and 21.6% revenue growth. Both earn "Strong 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.
Logistic Properties of the Americas
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Logistic Properties of the Americas (LPA) is a leading logistics real estate investment firm focused on acquiring, developing, and managing high-quality industrial properties across North America. By strategically situating its assets near key transportation hubs, LPA is poised to benefit from the accelerating demand fueled by e-commerce expansion and supply chain optimization. The company's seasoned management team is dedicated to nurturing long-term partnerships with tenants and utilizing comprehensive market insights to deliver consistent returns, while adeptly addressing the dynamic challenges of globalization and automation in the logistics industry.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?