IRM
Iron Mountain
Real Estate · Other Specialized REITs · US
$128.84
Close 2025-12-31
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$38.3B
Trailing P/E
141.60
Forward P/E
48.20
Rev Growth
+21.6%
Profit Margin
3.8%
ROE
Analyst Target
$131.55
Recommendation
BUY
About Iron Mountain

Iron Mountain Incorporated is a global leader in information management services, and is trusted by more than 240,000 customers in 61 countries. It also includes approximately 95% of the Fortune 1000, to help unlock value and intelligence from their assets through services that transcend the physical and digital worlds. Their broad range of solutions address their information management, digital transformation, information security, data center and asset lifecycle management (ALM) needs. Their longstanding commitment to safety, security, sustainability and innovation in support of our customers underpins everything we do. We currently serve customers across an array of market verticals commercial, legal, financial, healthcare, technology, life sciences, energy, business services, entertainment and government organizations. They are listed on the New York Stock Exchange (the NYSE) and are a constituent of the Standard & Poor's 500 Index, the Morgan Stanley Capital International (MSCI) REIT index and the FTSE EPRA Nareit Global Real Estate Index. As of December 31, 2025, we were number 567 on the Fortune 1000. We have been organized and have operated as a REIT beginning with our taxable year ended December 31, 2014. The firm was founded and incorporated in 1951 and is based in Portsmouth, United States.

Opportunity Summary
Trading at $129, 92% above fair value of $67. Fails ethical screen (Debt ratio). Ranks better than 10% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.90%)FAIL
Cash Ratio (0.00%)PASS
Receivables Ratio (0.08%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 30.5
Score Quality: 43.8
Score Combined: 29.3
Fair Value Est: $67.00 · Margin of Safety: -48.0% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation0.0
Quality45.0
Cash Flow0.0
Moat40.0
Balance Sheet50.0
Debt Purity0.0
Liquid Purity100.0
Rev Purity95.0
Compliance57.4
Tier: AVOID · Score: 23.3 · Rank: #5052
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-050.56Pending--
2026-04-300.520.60+15.8%
2026-02-120.590.61+3.8%
2025-11-050.530.54+2.4%
2025-08-060.500.48-4.2%
2025-05-010.400.43+7.0%
2025-02-130.530.50-6.2%
2024-11-060.480.44-9.0%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$1.9B$143.7M$677.3M$1.0B$405.7M0.48
2025-12-31$1.8B$89.3M$611.1M$1.0B$404.7M0.30
2025-09-30$1.8B$84.3M$591.6M$962.2M$364.7M0.28
2025-06-30$1.7B-$44.9M$442.8M$957.1M$314.1M-0.15
2025-03-31$1.6B$16.0M$469.3M$882.3M$320.4M0.05
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-20RAKOWICH WALTER C.Director757$94.2K
2026-05-12ARWAY PAMELA M.Director1,892$244.0K
2026-05-08MEANEY WILLIAM LChief Executive Officer38,474$1.4M
2026-05-08KIDD MARKOfficer6,000$767.5K
2026-05-08MEANEY WILLIAM LChief Executive Officer38,474$5.0M
2026-05-07FELIX JUNE YEEDirector1,892--
2026-05-07ALLERTON JENNIFERDirector1,892--
2026-05-07MATLOCK ROBINDirector1,892--
2026-05-07SIMONS DOYLE RDirector1,892--
2026-05-07KELLY CHRISTIE BARTONDirector1,892--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.33.0M$4.2B0.1%
Vanguard Portfolio Management LLC25.0M$3.2B0.1%
Vanguard Capital Management LLC18.8M$2.4B0.1%
State Street Corporation17.6M$2.2B0.1%
Cohen & Steers Inc.16.2M$2.0B0.1%
Geode Capital Management, LLC8.5M$1.1B0.0%
FMR, LLC7.5M$946.5M0.0%
Morgan Stanley4.7M$588.3M0.0%
Principal Financial Group, Inc.4.6M$577.4M0.0%
Dimensional Fund Advisors LP4.6M$575.7M0.0%
Analyst Recommendations
3 Months Ago
4
6
11 analysts
2 Months Ago
4
6
11 analysts
Last Month
4
6
11 analysts
Current
4
6
11 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$57.4B
Price/Book
-30.96
Beta
1.227
Analysts
11
Total Revenue (TTM)
$7.2B
Total Debt
$19.7B
Earnings Growth
+860.0%
Dividend Yield
268.0%
Rec. Mean
1.73
Short Ratio
4.82
Short % Float
0.0%
Employees
29,400

Elite Intelligence

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Trade Consideration
The Opportunity
Score 29.3 (P12 — top 88.4% of scored tickers). Unknown Moat. Ethical FAIL. 11 analysts at Buy.
Price: $128.84 | Target: $131.55 (+2%) | Fair Value: $67.00 (+-48%)
Score
29
Moat
UNKNOWN
Conviction
Standard
Upside
+2%
The Fundamentals
Revenue Growth+21.6%
Profit Margin0.0%
Forward P/E48.2
Market Cap$38.3B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-05$0.56Pending
2026-04-30$0.52$0.60+15.8%
2026-02-12$0.59$0.61+3.8%
2025-11-05$0.53$0.54+2.4%
2025-08-06$0.50$0.48-4.2%
2025-05-01$0.40$0.43+7.0%
Position Sizing Scenarios
Stop: $109.51 (-15%) | Entry: $128.84
SharesCostProfit to TargetR:R
To Consensus ($131.55, 11 analysts)
10$1,288.40+$27.10 (2%)0.1R
50$6,442.00+$135.50 (2%)0.1R
100$12,884.00+$271.00 (2%)0.1R
To Fair Value ($67.00)
10$1,288.40+$-618.40 (-48%)-3.2R
50$6,442.00+$-3,092.00 (-48%)-3.2R
100$12,884.00+$-6,184.00 (-48%)-3.2R
Risk Factors
  • Elevated short interest (4.82 days to cover)
  • Valuation stretched on forward earnings
The Verdict
Iron Mountain holds a unknown competitive moat and is growing revenue at +21.6%.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
62.5
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.2%
worst expected daily loss, 19 in 20 days
CVaR 95%
-5.1%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.06
above 1.0 is good
Max Drawdown
-39.0%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
1.7x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
DLR0.692
XLRE0.646
EQIX0.601
RQI0.580
SPRE0.576
Inverse Correlated
TickerCorrelation
4503.T-0.181
TAM.KW-0.171
NISUY-0.164
4502.T-0.160
4325.SR-0.158
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Wednesday
Best Month
Apr
Worst Month
Nov
Fri-Mon Effect
0.10512470196826446
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-2.4%
Beat Drift Positive %
66.7%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+10.7%
3M Return
+14.3%
6M Return
+57.6%
12M Return
+38.7%
Momentum Rank
#694
Momentum Signal
STRONG_UP

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