Iron Mountain（IRM）株式概要
アイアンマウンテン社は、フォーチュン1000社の約95％を含む61カ国の24万社以上の顧客から信頼され、物理的世界とデジタル世界を超越したサービスを通じて、資産から価値とインテリジェンスを引き出す支援を行っている。 詳細
IRM Community Fair Values
Create NarrativeSee what 79 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$160
FV
23.7% 割安 内在価値ディスカウント111
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
Iron Mountain Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$122.02 |
| 52週高値 | US$134.68 |
| 52週安値 | US$77.77 |
| ベータ | 1.22 |
| 1ヶ月の変化 | -4.90% |
| 3ヶ月変化 | -3.51% |
| 1年変化 | 30.00% |
| 3年間の変化 | 99.48% |
| 5年間の変化 | 163.14% |
| IPOからの変化 | 1,822.50% |
最新ニュース
ナラティブ更新 • Aug 20
IRM: AI Data Infrastructure Demand Will Test High P E Optimism
Analysts have lifted the Iron Mountain price target from $74.89 to $140.00, citing updated assumptions that reflect higher modeled growth for communications infrastructure REITs, supported by ongoing hyperscale and enterprise AI demand. Analyst Commentary on Iron Mountain Recent Street research on Iron Mountain points to higher modeled growth assumptions for communications infrastructure REITs, with one major firm moving its price target to $143 from $127 and keeping a positive stance on the stock.Seeking Alpha • Aug 19
Iron Mountain Is Running Hot
Summary Iron Mountain Incorporated has surged 42.8% YTD, far outpacing the S&P 500, driven by robust revenue and cash flow growth. IRM’s rapid expansion in data centers and asset lifecycle management, alongside 37 consecutive years of organic revenue growth, underpins its operational strength. Management guides for 2026 revenue of $7.94–$8.01B, EBITDA of $2.945–$2.975B, and adjusted FFO of $1.76–$1.78B. Despite strong fundamentals, IRM stock’s valuation is now considered expensive; I maintain a neutral stance, with a potential downgrade to Sell if shares rise another 10%. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 06
IRM: AI Infrastructure Demand And Raised Guidance Will Shape Forward Compounding Potential
For Iron Mountain, the Analyst Price Target has shifted from about $132 to about $135, as analysts factor in updated growth and margin assumptions, along with Street research that highlights higher modeled growth for communications infrastructure REITs tied to hyperscale and enterprise AI demand. Analyst Commentary Recent Street research on Iron Mountain highlights how investors are thinking about the stock in the context of communications infrastructure REITs tied to hyperscale and enterprise AI demand.Recent updates
ナラティブ更新 • Aug 20
IRM: AI Data Infrastructure Demand Will Test High P E Optimism
Analysts have lifted the Iron Mountain price target from $74.89 to $140.00, citing updated assumptions that reflect higher modeled growth for communications infrastructure REITs, supported by ongoing hyperscale and enterprise AI demand. Analyst Commentary on Iron Mountain Recent Street research on Iron Mountain points to higher modeled growth assumptions for communications infrastructure REITs, with one major firm moving its price target to $143 from $127 and keeping a positive stance on the stock.Seeking Alpha • Aug 19
Iron Mountain Is Running Hot
Summary Iron Mountain Incorporated has surged 42.8% YTD, far outpacing the S&P 500, driven by robust revenue and cash flow growth. IRM’s rapid expansion in data centers and asset lifecycle management, alongside 37 consecutive years of organic revenue growth, underpins its operational strength. Management guides for 2026 revenue of $7.94–$8.01B, EBITDA of $2.945–$2.975B, and adjusted FFO of $1.76–$1.78B. Despite strong fundamentals, IRM stock’s valuation is now considered expensive; I maintain a neutral stance, with a potential downgrade to Sell if shares rise another 10%. Read the full article on Seeking Alphaナラティブ更新 • Aug 06
IRM: AI Infrastructure Demand And Raised Guidance Will Shape Forward Compounding Potential
For Iron Mountain, the Analyst Price Target has shifted from about $132 to about $135, as analysts factor in updated growth and margin assumptions, along with Street research that highlights higher modeled growth for communications infrastructure REITs tied to hyperscale and enterprise AI demand. Analyst Commentary Recent Street research on Iron Mountain highlights how investors are thinking about the stock in the context of communications infrastructure REITs tied to hyperscale and enterprise AI demand.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alpha株主還元
| IRM | US Specialized REITs | US 市場 | |
|---|---|---|---|
| 7D | -5.7% | -1.9% | -1.5% |
| 1Y | 30.0% | 3.9% | 17.8% |
業界別リターン: IRM過去 1 年間で3.9 % の収益を上げたUS Specialized REITs業界を上回りました。
リターン対市場: IRM過去 1 年間で17.8 % の収益を上げたUS市場を上回りました。
価格変動
| IRM volatility | |
|---|---|
| IRM Average Weekly Movement | 4.3% |
| Specialized REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: IRM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: IRMの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1951 | 29,400 | Bill Meaney | www.ironmountain.com |
アイアン・マウンテン・インコーポレイテッドは、フォーチュン1000企業の約95％を含む、61カ国・24万社以上の顧客から信頼を得ており、物理世界とデジタル世界の境界を越えたサービスを通じて、顧客の資産から価値と知見を引き出すお手伝いをしています。 当社の幅広いソリューションは、情報管理、デジタルトランスフォーメーション、情報セキュリティ、データセンター、および資産ライフサイクル管理といった顧客のニーズに対応しています。アイアン・マウンテン・インコーポレイテッドは、ニューハンプシャー州ポーツマスに本社を置いています。同社は1951年に設立され、デラウェア州に法人登記されており、ニューハンプシャー州ポーツマスに本社を置いています。
Iron Mountain Incorporated 基礎のまとめ
| IRM 基礎統計学 | |
|---|---|
| 時価総額 | US$36.33b |
| 収益（TTM） | US$418.66m |
| 売上高(TTM) | US$7.56b |
86.8x
PER（株価収益率4.8x
P/SレシオIRM は割高か？
公正価値と評価分析を参照収益と収入
| IRM 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.56b |
| 売上原価 | US$3.46b |
| 売上総利益 | US$4.10b |
| その他の費用 | US$3.68b |
| 収益 | US$418.66m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.41 |
| グロス・マージン | 54.21% |
| 純利益率 | 5.54% |
| 有利子負債／自己資本比率 | -1,883.4% |
IRM の長期的なパフォーマンスは？
過去の実績と比較を見る| Iron Mountain 配当日 | |
|---|---|
| 配当落ち日 | Sep 15 2026 |
| 配当支払日 | Oct 02 2026 |
| 配当落ちまでの日数 | 22 days |
| 配当支払日までの日数 | 39 days |
IRM 配当は確実ですか？
IRM 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/23 21:58 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Iron Mountain Incorporated 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Andrew Wittmann | Baird |
| Brendan Lynch | Barclays |
| Gary Bisbee | Barclays |