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Iron Mountain
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Iron Mountain Community
NYSE:IRM Community
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Iron Mountain
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Iron Mountain
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Falling Legacy Demand Will Burden Data Center Margins
Key Takeaways Accelerating cloud adoption and digital transformation threaten legacy revenue streams and intensify competition in Iron Mountain's growing digital and data center business. Scaling digital operations and meeting sustainability standards increases costs and leverage, squeezing margins and straining the company's financial flexibility and pricing power.
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US$61.45
FV
61.0% overvalued
intrinsic discount
6.25%
Revenue growth p.a.
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9 days ago
author updated this narrative
Iron Mountain
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
AI Demand And Data Center Expansion Will Transform Digital Workflows
Key Takeaways Growth in data center and digital solutions is driven by rising AI and cloud demand, regulatory compliance needs, and increased recurring, high-margin revenue. Expansion into asset lifecycle management and investment in AI platforms enhances long-term growth prospects, margin improvement, and global market share.
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US$114.5
FV
13.6% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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0
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28
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9 days ago
author updated this narrative
Iron Mountain
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation Will Fuel Secular Data Storage Demand
Key Takeaways Expansion into digital platforms, data centers, and automation is driving robust organic growth, margin expansion, and accelerating operating leverage across key business segments. Strong client relationships, industry-leading security, and effective cross-selling position Iron Mountain to capitalize on outsourcing trends and regulatory-driven demand.
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US$140
FV
29.3% undervalued
intrinsic discount
10.77%
Revenue growth p.a.
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0
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2
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9 days ago
author updated this narrative