Iron Mountain Incorporated (IRM)vsSBA Communications Corp (SBAC)
IRM
Iron Mountain Incorporated
$116.89
+2.23%
REAL ESTATE · Cap: $34.04B
SBAC
SBA Communications Corp
$176.28
-1.29%
REAL ESTATE · Cap: $18.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 163% more annual revenue ($7.56B vs $2.87B). SBAC leads profitability with a 34.5% profit margin vs 5.5%. IRM appears more attractively valued with a PEG of 2.70. IRM earns a higher WallStSmart Score of 62/100 (C+).
IRM
Buy62
out of 100
Grade: C+
SBAC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.2%
Fair Value
$75.23
Current Price
$116.89
$41.66 premium
Margin of Safety
+0.6%
Fair Value
$192.16
Current Price
$176.28
$15.88 discount
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
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
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 : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.
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 : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
IRM profiles as a growth stock while SBAC is a value 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.
SBAC generates stronger free cash flow (345M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (62/100 vs 47/100) and 18.5% 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.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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