Iron Mountain Incorporated (IRM)vsSpace Exploration Technologies Corp. Class A Common Stock (SPCX)
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
SPCX
Space Exploration Technologies Corp. Class A Common Stock
$160.95
+19.22%
INDUSTRIALS · Cap: $1.77T
Smart Verdict
WallStSmart Research — data-driven comparison
Space Exploration Technologies Corp. Class A Common Stock generates 166% more annual revenue ($19.30B vs $7.25B). IRM leads profitability with a 3.8% profit margin vs -45.0%. IRM earns a higher WallStSmart Score of 64/100 (C+).
IRM
Buy64
out of 100
Grade: C+
SPCX
Avoid23
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.5%
Fair Value
$70.83
Current Price
$124.66
$53.83 premium
Intrinsic value data unavailable for SPCX.
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
Mega-cap, among the largest globally
15.4% revenue growth
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
Trading at 27.0x book value
ROE of -11.9% — below average capital efficiency
Negative free cash flow — burning cash
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 : SPCX
The strongest argument for SPCX centers on Market Cap, Revenue Growth. Revenue growth of 15.4% 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 : SPCX
The primary concerns for SPCX are EPS Growth, Price/Book, Return on Equity.
Key Dynamics to Monitor
IRM is growing revenue faster at 21.6% — sustainability is the question.
IRM generates stronger free cash flow (-179M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IRM scores higher overall (64/100 vs 23/100) and 21.6% revenue growth. Both earn "Buy" and "Avoid" 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.
Space Exploration Technologies Corp. Class A Common Stock
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Space Exploration Technologies Corp. The company is headquartered in Starbase, Texas.
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