Iron Mountain Incorporated (IRM)vsUDR Inc (UDR)
IRM
Iron Mountain Incorporated
$125.99
+10.02%
REAL ESTATE · Cap: $34.07B
UDR
UDR Inc
$36.34
+0.50%
REAL ESTATE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 295% more annual revenue ($6.90B vs $1.75B). UDR leads profitability with a 21.6% profit margin vs 2.1%. IRM appears more attractively valued with a PEG of 2.70. UDR earns a higher WallStSmart Score of 59/100 (C).
IRM
Buy52
out of 100
Grade: C-
UDR
Buy59
out of 100
Grade: C
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
+30.8%
Fair Value
$57.49
Current Price
$36.34
$21.15 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
Earnings expanding 97.6% YoY
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 22.2%
Areas to Watch
2.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
1.5% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
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 : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 22.2%.
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 : UDR
The primary concerns for UDR are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
IRM profiles as a growth stock while UDR is a value 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.
UDR generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
UDR scores higher overall (59/100 vs 52/100), backed by strong 21.6% margins. Both earn "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.
UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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