Iron Mountain Incorporated (IRM)vsPotlatchDeltic Corp (PCH)
IRM
Iron Mountain Incorporated
$100.53
-0.18%
REAL ESTATE · Cap: $29.74B
PCH
PotlatchDeltic Corp
$41.73
0.00%
REAL ESTATE · Cap: $3.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 519% more annual revenue ($6.90B vs $1.12B). PCH leads profitability with a 5.8% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. PCH earns a higher WallStSmart Score of 59/100 (C).
IRM
Buy52
out of 100
Grade: C-
PCH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2909.6%
Fair Value
$3.33
Current Price
$100.53
$97.20 premium
Margin of Safety
-8.7%
Fair Value
$38.38
Current Price
$41.73
$3.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 22.0%
16.6% revenue growth
Reasonable price relative to book value
Revenue surging 23.1% year-over-year
Areas to Watch
ROE of 2.3% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of 3.2% — below average capital efficiency
5.8% margin — thin
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 Operating Margin, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : PCH
The strongest argument for PCH centers on Price/Book, Revenue Growth. Revenue growth of 23.1% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 205.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : PCH
The primary concerns for PCH are Return on Equity, Profit Margin, PEG Ratio. A P/E of 50.9x leaves little room for execution misses.
Key Dynamics to Monitor
IRM carries more volatility with a beta of 1.15 — expect wider price swings.
PCH is growing revenue faster at 23.1% — sustainability is the question.
PCH generates stronger free cash flow (28M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PCH scores higher overall (59/100 vs 52/100) and 23.1% 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.
PotlatchDeltic Corp
REAL ESTATE · REIT - SPECIALTY · USA
PotlatchDeltic (NASDAQ: PCH) is a leading Real Estate Investment Trust (REIT) owning 1.
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