Iron Mountain Incorporated (IRM)vsUniti Group Inc (UNIT)
IRM
Iron Mountain Incorporated
$124.66
-4.29%
REAL ESTATE · Cap: $37.86B
UNIT
Uniti Group Inc
$11.68
-0.93%
REAL ESTATE · Cap: $3.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Iron Mountain Incorporated generates 147% more annual revenue ($7.25B vs $2.93B). UNIT leads profitability with a 41.7% profit margin vs 3.8%. UNIT appears more attractively valued with a PEG of 0.29. UNIT earns a higher WallStSmart Score of 70/100 (B).
IRM
Buy64
out of 100
Grade: C+
UNIT
Strong Buy70
out of 100
Grade: B
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 UNIT.
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
Growing faster than its price suggests
Attractively priced relative to earnings
Keeps 42 of every $100 in revenue as profit
Revenue surging 236.0% year-over-year
Earnings expanding 6053.0% YoY
Areas to Watch
3.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : UNIT
The strongest argument for UNIT centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 41.7% and operating margin at 13.9%. Revenue growth of 236.0% 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 : UNIT
The primary concerns for UNIT are Return on Equity, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 34.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
UNIT carries more volatility with a beta of 1.42 — expect wider price swings.
UNIT is growing revenue faster at 236.0% — sustainability is the question.
UNIT generates stronger free cash flow (-111M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNIT scores higher overall (70/100 vs 64/100), backed by strong 41.7% margins and 236.0% 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.
Uniti Group Inc
REAL ESTATE · REIT - SPECIALTY · USA
Uniti, an internally managed real estate investment trust, is dedicated to the acquisition and construction of mission-critical communications infrastructure and is a leading provider of wireless infrastructure solutions for the communications industry.
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