Iron Mountain Incorporated (IRM)vsSeritage Growth Properties (SRG)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
SRG
Seritage Growth Properties
$2.55
-2.30%
REAL ESTATE · Cap: $143.63M
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 33347% more annual revenue ($6.90B vs $20.64M). IRM leads profitability with a 2.1% profit margin vs 0.0%. IRM earns a higher WallStSmart Score of 52/100 (C-).
IRM
Buy52
out of 100
Grade: C-
SRG
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Margin of Safety
+10.6%
Fair Value
$3.40
Current Price
$2.55
$0.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 225 in profit
Strong operational efficiency at 22.0%
16.6% revenue growth
Reasonable price relative to book value
Revenue surging 231.1% year-over-year
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -18.5% — below average capital efficiency
Earnings declined 97.6%
Comparative Analysis Report
WallStSmart ResearchBull 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 : SRG
The strongest argument for SRG centers on Price/Book, Revenue Growth. Revenue growth of 231.1% demonstrates continued momentum.
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 : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
IRM profiles as a growth stock while SRG is a hypergrowth play — different risk/reward profiles.
SRG carries more volatility with a beta of 2.42 — expect wider price swings.
SRG is growing revenue faster at 231.1% — sustainability is the question.
SRG generates stronger free cash flow (-1M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (52/100 vs 36/100) 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.
Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
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