Iron Mountain Incorporated

NYSE:IRM 주식 리포트

시가총액: US$34.6b

Iron Mountain 경영진

경영진 기준 점검 4/4

Iron Mountain CEO는 Bill Meaney, Jan2013 에 임명되었습니다 의 임기는 13.5 년입니다. 총 연간 보상은 $17.05M, 7% 급여 및 93% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $34.41M 가치에 해당하는 회사 주식의 0.099% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5 년과 7.7 년입니다.

핵심 정보

Bill Meaney

최고경영자

US$17.0m

총 보수

CEO 급여 비율7.01%
CEO 재임 기간13.5yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간5yrs
이사회 평균 재임 기간7.7yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha 22h

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
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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 Alpha
Seeking 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
Seeking 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 Alpha
Seeking 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 Alpha

CEO 보수 분석

Bill Meaney의 보수는 Iron Mountain의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$272m

Dec 31 2025US$17mUS$1m

US$145m

Sep 30 2025n/an/a

US$159m

Jun 30 2025n/an/a

US$41m

Mar 31 2025n/an/a

US$122m

Dec 31 2024US$18mUS$1m

US$180m

Sep 30 2024n/an/a

US$105m

Jun 30 2024n/an/a

US$229m

Mar 31 2024n/an/a

US$194m

Dec 31 2023US$15mUS$1m

US$184m

Sep 30 2023n/an/a

US$278m

Jun 30 2023n/an/a

US$379m

Mar 31 2023n/an/a

US$579m

Dec 31 2022US$15mUS$1m

US$557m

Sep 30 2022n/an/a

US$496m

Jun 30 2022n/an/a

US$372m

Mar 31 2022n/an/a

US$447m

Dec 31 2021US$17mUS$1m

US$450m

Sep 30 2021n/an/a

US$636m

Jun 30 2021n/an/a

US$607m

Mar 31 2021n/an/a

US$324m

Dec 31 2020US$12mUS$1m

US$343m

Sep 30 2020n/an/a

US$133m

Jun 30 2020n/an/a

US$202m

Mar 31 2020n/an/a

US$302m

Dec 31 2019US$11mUS$1m

US$267m

보상 대 시장: Bill의 총 보수(USD17.05M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M) 수준입니다.

보상과 수익: Bill의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Bill Meaney (66 yo)

13.5yrs
재임 기간
US$17,047,480
보수

Mr. William L. Meaney, also known as Bill, BSc, MEng, MSIA, serves as an Independent Director of State Street Corporation since March 29, 2018. Mr. Meaney serves as Director at State Street Bank and Trust...


리더십 팀

이름직위재임 기간보수지분
William Meaney
President13.5yrsUS$17.05m0.099%
$ 34.4m
Barry Hytinen
Executive VP & CFO6.5yrsUS$7.05m0.11%
$ 38.0m
Mark Kidd
Executive VP and GM of Data Centers & Asset Lifecycle Management13.3yrsUS$7.02m0.036%
$ 12.5m
Greg McIntosh
Executive VP & Chief Commercial Officer6.6yrsUS$5.74m0.029%
$ 10.0m
Mithu Bhargava
Executive VP & GM for digital solutions3.5yrsUS$3.05m0.0054%
$ 1.9m
Dale Lawing
Executive Vice President of Global Operationsless than a year데이터 없음데이터 없음
Daniel Borges
Chief Accounting Officer & Senior VP8.8yrs데이터 없음0%
$ 0
Mark Rupe
Senior VP & Head of Investor Relations2.5yrs데이터 없음데이터 없음
Michelle Altamura
Executive VP1.8yrs데이터 없음0.0026%
$ 900.3k
Jemma Johns
Executive VP & Chief Human Resources Officer1.5yrs데이터 없음0.00032%
$ 110.8k
Garry Watzke
Senior Vice Presidentno data데이터 없음데이터 없음
Carole Meixsell
Senior Vice President of Global Delivery & Supportno data데이터 없음데이터 없음
5.0yrs
평균 재임 기간
51.5yo
평균 나이

경험이 풍부한 관리: IRM의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5 년).


이사회 구성원

이름직위재임 기간보수지분
William Meaney
President13.5yrsUS$17.05m0.099%
$ 34.4m
Kent Dauten
Independent Director28.7yrsUS$354.95k0.41%
$ 140.8m
Walter Rakowich
Independent Director12.9yrsUS$374.95k0.0084%
$ 2.9m
Monte Ford
Independent Director7.7yrsUS$359.95k0.011%
$ 3.7m
Doyle Simons
Independent Director6.5yrsUS$359.95k0.00064%
$ 221.6k
June Felix
Independent Director1.5yrsUS$417.94k0.0016%
$ 567.9k
Pamela Arway
Independent Chairperson of the Board12.2yrsUS$499.95k0.014%
$ 4.7m
Jennifer Allerton
Independent Director11.8yrsUS$339.95k0.0045%
$ 1.5m
Theodore Samuels
Independent Director3yrsUS$354.95k0.0063%
$ 2.2m
Robin Matlock
Independent Director7yrsUS$359.95k0.010%
$ 3.5m
Christie Kelly
Independent Directorless than a yearUS$150.73k0.0011%
$ 374.0k
7.7yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: IRM의 이사회경험이 있음으로 간주됩니다(평균 재임 7.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/07 14:06
종가2026/07/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Iron Mountain Incorporated는 27명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew WittmannBaird
Brendan LynchBarclays
Gary BisbeeBarclays