WallStSmart

Iron Mountain Incorporated (IRM)vsVentas Inc (VTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Iron Mountain Incorporated generates 13% more annual revenue ($6.90B vs $6.11B). VTR leads profitability with a 4.3% profit margin vs 2.1%. VTR appears more attractively valued with a PEG of 1.72. IRM earns a higher WallStSmart Score of 52/100 (C-).

IRM

Buy

52

out of 100

Grade: C-

Growth: 6.0Profit: 7.0Value: 2.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.12

VTR

Buy

51

out of 100

Grade: C-

Growth: 8.0Profit: 4.5Value: 4.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IRMOvervalued (-10.8%)

Margin of Safety

-10.8%

Fair Value

$90.41

Current Price

$125.99

$35.58 premium

UndervaluedFair: $90.41Overvalued
VTRUndervalued (+4.9%)

Margin of Safety

+4.9%

Fair Value

$90.07

Current Price

$87.86

$2.21 discount

UndervaluedFair: $90.07Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IRM3 strengths · Avg: 8.7/10
Return on EquityProfitability
225.1%10/10

Every $100 of equity generates 225 in profit

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

VTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

Areas to Watch

IRM4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
229.0x2/10

Premium valuation, high expectations priced in

VTR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.724/10

Expensive relative to growth rate

Return on EquityProfitability
2.1%3/10

ROE of 2.1% — below average capital efficiency

Profit MarginProfitability
4.3%3/10

4.3% margin — thin

P/E RatioValuation
158.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : VTR

The strongest argument for VTR centers on Revenue Growth. Revenue growth of 21.9% 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 : VTR

The primary concerns for VTR are PEG Ratio, Return on Equity, Profit Margin. A P/E of 158.8x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

IRM carries more volatility with a beta of 1.15 — expect wider price swings.

VTR is growing revenue faster at 21.9% — sustainability is the question.

VTR generates stronger free cash flow (322M), providing more financial flexibility.

Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IRM scores higher overall (52/100 vs 51/100) and 16.6% revenue growth. 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.

Ventas Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.

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