Iron Mountain Incorporated (IRM)vsLXP Industrial Trust (LXP)
IRM
Iron Mountain Incorporated
$125.51
+1.15%
REAL ESTATE · Cap: $36.39B
LXP
LXP Industrial Trust
$60.55
+0.20%
REAL ESTATE · Cap: $3.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1984% more annual revenue ($7.25B vs $347.70M). LXP leads profitability with a 18.7% 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+).
IRM
Buy64
out of 100
Grade: C+
LXP
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-40.1%
Fair Value
$71.54
Current Price
$125.51
$53.97 premium
Intrinsic value data unavailable for LXP.
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
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.4% revenue growth
ROE of 4.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : LXP
The strongest argument for LXP centers on Price/Book. Profitability is solid with margins at 18.7% and operating margin at 16.1%.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 133.0x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : LXP
The primary concerns for LXP are Revenue Growth, Return on Equity, PEG Ratio. A P/E of 61.1x leaves little room for execution misses.
Key Dynamics to Monitor
IRM profiles as a growth stock while LXP is a value 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.
LXP generates stronger free cash flow (34M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 44/100) and 21.6% revenue growth. Both earn "Buy" and "Hold" 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.
LXP Industrial Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
LXP Industrial Trust (LXP) is a prominent real estate investment trust (REIT) dedicated to the acquisition and management of industrial properties across key U.S. logistics markets. With the e-commerce sector's growth driving demand for efficient supply chains, LXP is strategically positioned to generate sustainable income and achieve capital appreciation. The company emphasizes a disciplined capital allocation strategy and maintains strong tenant relationships, supported by proactive asset management. By prioritizing operational excellence and staying attuned to market trends, LXP aims to enhance shareholder value and capitalize on growth opportunities within the industrial real estate sector.
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