WallStSmart

Iron Mountain Incorporated (IRM)vsSotherly Hotels Inc (SOHO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 3787% more annual revenue ($6.90B vs $177.57M). IRM leads profitability with a 2.1% profit margin vs -0.0%. IRM earns a higher WallStSmart Score of 52/100 (C-).

IRM

Buy

52

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 2.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.12

SOHO

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 3.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IRMOvervalued (-10.8%)

Margin of Safety

-10.8%

Fair Value

$90.41

Current Price

$125.99

$35.58 premium

UndervaluedFair: $90.41Overvalued

Intrinsic value data unavailable for SOHO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRM3 strengths · Avg: 8.7/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

SOHO0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
229.0x2/10

Premium valuation, high expectations priced in

SOHO4 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Market CapQuality
$91.58M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Return on EquityProfitability
-0.0%2/10

ROE of -0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : SOHO

SOHO has a balanced fundamental profile.

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 : SOHO

The primary concerns for SOHO are EPS Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

IRM profiles as a growth stock while SOHO is a turnaround play — different risk/reward profiles.

IRM carries more volatility with a beta of 1.15 — expect wider price swings.

IRM is growing revenue faster at 16.6% — sustainability is the question.

SOHO generates stronger free cash flow (-3M), providing more financial flexibility.

Bottom Line

IRM scores higher overall (52/100 vs 40/100) and 16.6% 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.

Sotherly Hotels Inc

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Sotherly Hotels Inc. is a self-managed, self-managed lodging REIT that focuses on acquiring, renovating, upgrading, and repositioning luxury full-service hotels to upscale hotels in the southern United States. The company is headquartered in Williamsburg, Virginia.

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