Iron Mountain Incorporated (IRM)vsTrade Desk Inc (TTD)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
TTD
Trade Desk Inc
$23.59
-3.20%
COMMUNICATION SERVICES · Cap: $11.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 138% more annual revenue ($6.90B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 2.1%. TTD appears more attractively valued with a PEG of 0.94. TTD earns a higher WallStSmart Score of 69/100 (B-).
IRM
Buy52
out of 100
Grade: C-
TTD
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-10.8%
Fair Value
$90.41
Current Price
$125.99
$35.58 premium
Intrinsic value data unavailable for TTD.
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
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
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 : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% 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 : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
IRM profiles as a growth stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.17 — expect wider price swings.
IRM is growing revenue faster at 16.6% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (69/100 vs 52/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Buy" 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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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