Iron Mountain Incorporated (IRM)vsSmartStop Self Storage REIT, Inc. (SMA)
IRM
Iron Mountain Incorporated
$133.07
-4.29%
REAL ESTATE · Cap: $37.86B
SMA
SmartStop Self Storage REIT, Inc.
$32.38
+0.49%
REAL ESTATE · Cap: $1.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 2524% more annual revenue ($7.25B vs $276.09M). SMA leads profitability with a 4.7% profit margin vs 3.8%. SMA trades at a lower P/E of 100.8x. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
SMA
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$71.02
Current Price
$133.07
$62.05 premium
Intrinsic value data unavailable for SMA.
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 21.5%
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
4.7% 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 : SMA
The strongest argument for SMA centers on Price/Book, Operating Margin. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 138.3x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : SMA
The primary concerns for SMA are EPS Growth, Market Cap, Return on Equity. A P/E of 100.8x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
IRM profiles as a growth stock while SMA 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.
SMA generates stronger free cash flow (24M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (64/100 vs 45/100) 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.
SmartStop Self Storage REIT, Inc.
REAL ESTATE · REIT - INDUSTRIAL · USA
SmartStop Self Storage REIT, Inc. is a prominent real estate investment trust focused on acquiring, developing, and managing high-quality self-storage facilities throughout the United States and Canada. With a strong emphasis on operational efficiency and exemplary customer service, SmartStop is committed to enhancing cash flow generation and delivering long-term value for its shareholders. As a publicly traded entity, it provides institutional investors with a strategic opportunity to access the resilient self-storage sector, characterized by stable demand and reliable rental income, making SmartStop a significant contender in the dynamic real estate market.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?