Iron Mountain Incorporated (IRM)vsMillrose Properties, Inc. (MRP)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
MRP
Millrose Properties, Inc.
$30.67
+0.59%
REAL ESTATE · Cap: $5.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 1049% more annual revenue ($6.90B vs $600.46M). MRP leads profitability with a 67.4% profit margin vs 2.1%. MRP trades at a lower P/E of 12.6x. MRP earns a higher WallStSmart Score of 55/100 (C-).
IRM
Buy52
out of 100
Grade: C-
MRP
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.7%
Fair Value
$90.57
Current Price
$125.99
$35.42 premium
Margin of Safety
-19.3%
Fair Value
$26.68
Current Price
$30.67
$3.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Reasonable price relative to book value
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 84.8%
Attractively priced relative to earnings
Generating 2.6B in free cash flow
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% revenue growth
0.0% earnings growth
ROE of 7.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : IRM
The strongest argument for IRM centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : MRP
The strongest argument for MRP centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 67.4% and operating margin at 84.8%.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 229.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : MRP
The primary concerns for MRP are Revenue Growth, EPS Growth, Return on Equity.
Key Dynamics to Monitor
IRM profiles as a growth stock while MRP is a value play — different risk/reward profiles.
IRM is growing revenue faster at 16.6% — sustainability is the question.
MRP generates stronger free cash flow (2.6B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MRP scores higher overall (55/100 vs 52/100), backed by strong 67.4% 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.
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.
Millrose Properties, Inc.
REAL ESTATE · REIT - RESIDENTIAL · USA
Millrose Properties, Inc. (MRP) is a leading real estate investment and development firm specializing in the creation of vibrant residential and commercial spaces in sought-after urban locales. With a commitment to sustainability and community livability, the company strategically identifies growth opportunities that align with emerging market trends. Backed by a seasoned management team, MRP employs innovative strategies to meet the diverse needs of its stakeholders. Its diversified portfolio, coupled with an emphasis on effective property management, positions Millrose Properties as a compelling choice for institutional investors seeking strong returns while contributing to community enhancement.
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