Iron Mountain (IRM) Aperçu de l'action
Iron Mountain Incorporated bénéficie de la confiance de plus de 240 000 clients dans 61 pays, dont environ 95 % des entreprises du classement Fortune 1000, pour les aider à tirer parti de la valeur et de l'intelligence de leurs actifs grâce à des services qui transcendent les mondes physique et numérique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 3/6 |
| Santé financière | 0/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
IRM Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$160
FV
24.1% sous-évalué décote intrinsèque93
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Iron Mountain Incorporated Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$121.51 |
| Plus haut sur 52 semaines | US$134.68 |
| Plus bas sur 52 semaines | US$77.77 |
| Bêta | 1.22 |
| Variation sur 1 mois | -1.50% |
| Variation sur 3 mois | 11.10% |
| Variation sur 1 an | 24.00% |
| Variation sur 3 ans | 104.18% |
| Variation sur 5 ans | 180.49% |
| Évolution depuis l'introduction en bourse | 1,814.47% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 07
Iron Mountain: A REIT Growth Idea, Thanks To Data Centers And More
Summary Iron Mountain gets a buy rating for my initial coverage, driven by both a compelling growth case and the dividend story as well. Both the top and bottom lines have seen growth catalysts lately. Positive and growing operating cash flow tempers the risk of high levels of leverage and owning a massive real estate portfolio. The risk of challenges for further data center growth was discussed, including power/cooling needs and activist intervention. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 23
IRM: Upsized Debt And High P E Will Magnify Execution Risk
Iron Mountain's analyst price targets have moved higher by a double digit dollar amount, with analysts pointing to modest adjustments in revenue growth assumptions, profit margins and long term P/E expectations to support the revised fair value of about $74.89. Analyst Commentary Recent Street research on Iron Mountain shows a split tape, with several firms lifting price targets while others highlight risks around execution and growth sustainability.Recent updates
Seeking Alpha • Jul 07
Iron Mountain: A REIT Growth Idea, Thanks To Data Centers And More
Summary Iron Mountain gets a buy rating for my initial coverage, driven by both a compelling growth case and the dividend story as well. Both the top and bottom lines have seen growth catalysts lately. Positive and growing operating cash flow tempers the risk of high levels of leverage and owning a massive real estate portfolio. The risk of challenges for further data center growth was discussed, including power/cooling needs and activist intervention. Read the full article on Seeking AlphaMise à jour du récit • Jun 23
IRM: Upsized Debt And High P E Will Magnify Execution Risk
Iron Mountain's analyst price targets have moved higher by a double digit dollar amount, with analysts pointing to modest adjustments in revenue growth assumptions, profit margins and long term P/E expectations to support the revised fair value of about $74.89. Analyst Commentary Recent Street research on Iron Mountain shows a split tape, with several firms lifting price targets while others highlight risks around execution and growth sustainability.Article d’analyse • Jun 18
Iron Mountain (IRM) Stock Could Be 21.6% Undervalued After Upsized $1.5b Notes Deal
Iron Mountain (IRM) has just completed an upsized fixed income offering, increasing its new 6.250% senior notes due 2035 to $1.5 billion from an initially planned $1.0 billion, with proceeds earmarked for debt repayment. See our latest analysis for Iron Mountain. Iron Mountain stock has pulled back slightly in the last day, with a 1-day share price return that declined 2.16%. Its 90-day share price return of 19.54% and year to date share price return of 50.70%, along with a 5-year total...Mise à jour du récit • Jun 06
IRM: Higher P E Assumptions Will Heighten Risk From Any Execution Slippage
Analysts have lifted their price targets on Iron Mountain by $10 to $17. In line with this more constructive view, the updated model reflects a fair value estimate of about $74.89, a slightly lower discount rate, and modestly higher assumptions for revenue growth, profit margin, and future P/E.
Mise à jour du récit • May 22
IRM: Raised Guidance And P/E Assumptions Will Shape Forward Compounding Potential
Analysts have raised the Iron Mountain price target to $131.55 from $122.73 as they incorporate recent target increases from several firms and modest adjustments to assumptions for growth, profitability, and future P/E. Analyst Commentary Recent research on Iron Mountain has centered on how higher price targets line up with expectations for execution, growth, and the valuation investors are being asked to pay.Mise à jour du récit • May 03
IRM: Richer P E Assumptions Will Pressure Execution On Revenue And Margins
The analyst price target for Iron Mountain has been raised by several firms, supporting a modest increase in the fair value estimate to about $73 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Iron Mountain has tilted generally constructive on fair value, but there are still pockets of caution that are worth weighing before you lean too heavily on the higher price targets.Mise à jour du récit • Apr 19
IRM: Fine Tuning Discount Rate And P/E Will Shape Forward Compounding Potential
Analysts made a marginal adjustment to Iron Mountain's fair value estimate, trimming it by about $0.09 to reflect a slightly lower discount rate and a modestly revised future P/E assumption, following the recent $1 increase in the Street's price target to $127. Analyst Commentary Bullish analysts are treating the recent $1 lift in the Street price target to $127 as a modest but supportive signal for Iron Mountain, with the internal fair value adjustment of about $0.09 largely viewed as a technical clean up rather than a change in fundamental conviction.Mise à jour du récit • Apr 04
IRM: Sector Caution And Execution Risks Will Pressure Premium P E Multiple
Iron Mountain's analyst price target has been increased by $1 to $127, with analysts citing modest adjustments in revenue growth, profit margin and P/E assumptions to reflect recent sector research and updated REIT group views. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental price target adjustments, with Barclays moving its target to $127 from $126 and previously to $126 from $123.Mise à jour du récit • Mar 21
IRM: 2026 REIT Outlook And Guidance Will Support Future Compounding Potential
Analysts have nudged their price target on Iron Mountain higher, with a roughly $3 increase supported by slightly higher fair value estimates, a modestly lower discount rate, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Iron Mountain is limited but generally constructive, with several bullish analysts fine tuning their models and price targets while flagging a few areas for investors to monitor.Mise à jour du récit • Mar 07
IRM: Sector Headwinds And Execution Risks Will Eventually Pressure Premium Multiple
Narrative Update: Iron Mountain The intrinsic value estimate for Iron Mountain has been revised higher, with the analyst price target moving up by $1 to $127 as analysts factor in updated assumptions for discount rate, revenue growth, profit margin and future P/E while aligning with the recent Street target increase. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental target adjustments and how the stock fits into broader sector views.Mise à jour du récit • Feb 20
IRM: 2026 REIT Outlook And Guidance Will Frame Future Compounding Potential
The analyst price target for Iron Mountain has been raised by $3 to $126, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Recent research on Iron Mountain centers on how it fits within the broader real estate investment trust group, with the updated US$126 price target reflecting refreshed thinking on sector positioning, valuation, and growth assumptions.Mise à jour du récit • Feb 06
IRM: Short Seller Accounting Concerns Will Eventually Pressure Premium Multiple
Analysts have lifted their Iron Mountain price target by $3 to $126, citing updated REIT group assumptions, modest adjustments to growth and margin forecasts, and continued support from recent research defending the stock following the short report. Analyst Commentary Recent research on Iron Mountain has centered on price target fine tuning and reactions to the short report, giving you a window into how the sell side is thinking about both risk and reward.Mise à jour du récit • Jan 23
IRM: Short Seller Accounting Allegations Will Trigger Overvaluation Reset Despite Supportive Research
Narrative Update Analysts have nudged their Iron Mountain outlook higher, with the price target increasing by $3 to $126. This is supported by refreshed models that reflect modestly adjusted growth, margin and discount rate assumptions, along with continued supportive views in recent research commentary.Mise à jour du récit • Jan 07
IRM: Short Seller Accounting Allegations Will Drive Bearish Repricing Ahead
Analysts have lifted their Iron Mountain price target to US$123 from US$122, citing updated company modeling and confidence that recent short-seller concerns are already well understood and unlikely to alter the long term growth narrative. Analyst Commentary Recent research comments around Iron Mountain have centered on how much weight to place on the short report and what it means for long term execution and growth risks.Mise à jour du récit • Dec 22
IRM: Leverage And Accounting Concerns Will Drive Bearish Repricing Ahead
Analysts have raised their price target on Iron Mountain by about $4 to approximately $123, citing continued confidence in double digit growth compounding and management's reassurances that recent short seller concerns are a temporary distraction rather than a change in fundamentals. Analyst Commentary Recent research updates have emphasized that the latest short report is unlikely to alter the long term growth trajectory for Iron Mountain, with several firms reiterating positive ratings and modestly lifting price targets.Mise à jour du récit • Dec 08
IRM: Digital And Data Center Expansion Will Drive Long-Term Compounding Despite Short Report
Analysts have nudged their blended price target on Iron Mountain modestly higher to about $117 per share, citing continued confidence in double digit growth, resilient data center and digital expansion, and recent supportive research that raised targets to the $120 to $125 range despite short seller noise. Analyst Commentary Recent Street commentary on Iron Mountain has been broadly supportive, with most research notes emphasizing resilient fundamentals, execution on growth initiatives, and a limited fundamental impact from recent short seller noise.Mise à jour du récit • Nov 24
IRM: Continued Expansion Into Digital Solutions Will Drive Long-Term Momentum
The analyst fair value estimate for Iron Mountain has been slightly increased to $116.73 from $116.45. Analysts cite the company's resilience to recent short reports and ongoing strength in its growth initiatives.Mise à jour du récit • Nov 07
IRM: Expanding Data Centers And Digital Offerings Will Drive Future Momentum
Iron Mountain's analyst fair value estimate increased from $114.50 to $116.45 as analysts highlighted accelerating growth from digital and data center initiatives. They cited strengthened cross-selling opportunities and model adjustments in the sector.Seeking Alpha • Apr 29
Hammered Prices, Elevated Yields: Iron Mountain's Income Sweet Spot
Summary Iron Mountain (IRM) stock has declined significantly, but its dividend yield is now more attractive, supported by a robust underlying business and capital discipline. The company excels in providing comprehensive storage and information management solutions, with strong growth in digital solutions and data center platforms. Q4 performance was solid with 11.4% YOY sales growth, and the company maintains a strong balance sheet with $3.3 billion in liquidity. Despite risks like a high payout ratio and potential earnings volatility, IRM's diversified model and growth prospects make it a strong investment at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Iron Mountain: Near-Term Growth Trajectory Is A Concern
Summary I am neutral on Iron Mountain (IRM) due to near-term execution risks and high valuation despite compelling long-term growth drivers in data centers and ALM. IRM's data center business is a significant growth catalyst, with strong revenue and margin expansion, but near-term pricing pressures and missed leasing targets are concerning. IRM's balance sheet risk is notable, with high leverage and increasing capex potentially pressuring free cash flow and limiting debt reduction and capital returns. At 48x NTM PE, IRM is expensive, and any growth disappointments or balance sheet issues could negatively impact investor sentiment, warranting a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Iron Mountain's Warranted Correction Triggers A Richer Return Profile Ahead
Summary IRM has already lost all of its July/ August 2024 market rotation gains, with it offering interested investors with an improved margin of safety. This is significantly aided by the rich dividend hike by +10%, well exceeding historical averages, with it triggering the REIT's richer return profile moving forward. IRM is set to report increased data center leasing over the next few quarters, significantly aided by the recent acquisition & the eventual capacity growth to over 1.2 GW (+30%). Despite the ongoing investments, the management has committed to a leverage target of between 4.5x and 5.5x, with it underscoring their focus to deliver growth sustainably. With IRM currently retesting the H2'24 support levels/ 200 day moving averages of $100s, we urge readers to observe the stock price movement for a little longer before adding. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Iron Mountain: Well-Run REIT, Overpriced For Now
Summary Iron Mountain Incorporated generates strong revenue, earnings, and AFFO growth with a robust business model that offers non-cyclical continuity. IRM's high P/E ratio and low forward dividend yield of 2.55% indicate overvaluation. Management is adept at generating a high ROE and finding new ways to monetize services. I rate Iron Mountain stock as a “Hold” currently due to its high stock price valuation, waiting to buy shares on a pullback. Read the full article on Seeking AlphaRendement pour les actionnaires
| IRM | US Specialized REITs | US Marché | |
|---|---|---|---|
| 7D | 3.7% | 0.5% | 0.7% |
| 1Y | 24.0% | 2.0% | 20.6% |
Rendement vs Industrie: IRM a dépassé le secteur US Specialized REITs qui a rapporté 2 % au cours de l'année écoulée.
Rendement vs marché: IRM a dépassé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| IRM volatility | |
|---|---|
| IRM Average Weekly Movement | 5.1% |
| Specialized REITs Industry Average Movement | 3.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: IRM n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de IRM ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1951 | 29,400 | Bill Meaney | www.ironmountain.com |
Iron Mountain Incorporated bénéficie de la confiance de plus de 240 000 clients dans 61 pays, dont environ 95 % des entreprises du classement Fortune 1000, pour les aider à tirer parti de la valeur et des informations contenues dans leurs actifs grâce à des services qui transcendent les mondes physique et numérique. Notre large gamme de solutions répond à leurs besoins en matière de gestion de l'information, de transformation numérique, de sécurité de l'information, de centres de données et de gestion du cycle de vie des actifs. Iron Mountain Incorporated a son siège à Portsmouth, dans le New Hampshire.
Iron Mountain Incorporated Résumé des fondamentaux
| IRM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$35.55b |
| Bénéfices(TTM) | US$272.30m |
| Recettes(TTM) | US$7.25b |
132.8x
Ratio P/E5.0x
Ratio P/SLe site IRM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| IRM compte de résultat (TTM) | |
|---|---|
| Recettes | US$7.25b |
| Coût des recettes | US$3.26b |
| Marge brute | US$3.99b |
| Autres dépenses | US$3.71b |
| Les revenus | US$272.30m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.92 |
| Marge brute | 55.02% |
| Marge bénéficiaire nette | 3.76% |
| Ratio dettes/capitaux propres | -1,895.0% |
Quelles ont été les performances à long terme de IRM?
Voir les performances historiques et les comparaisonsDividendes
2.8%
Rendement actuel des dividendes132%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 19:58 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Iron Mountain Incorporated est couverte par 27 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Wittmann | Baird |
| Brendan Lynch | Barclays |
| Gary Bisbee | Barclays |