BEKE vs IRM
KE Holdings Inc. vs Iron Mountain Incorporated — AI-powered side-by-side comparison
BEKE
KE Holdings Inc.
60
Buy
VS
IRM
Iron Mountain Incorporated
65
Buy
| Metric | BEKE | IRM |
|---|
| AI Score |
60
|
65
|
| Price |
$17.93
|
$121.77
|
| P/E Ratio |
27.32×
|
86.56×
|
| ROE |
4.5%
|
-14.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
24.1%
|
54.2%
|
| Debt / Equity |
0.22×
|
-15.31×
|
| Dividend Yield |
1.6%
|
2.8%
|
| RSI (14) |
62.5
|
38.4
|
| Beta |
-0.327
|
1.217
|
| Expected Upside |
+11.5%
|
+7.4%
|
AI Committee View
Current Innellis committee reasoning for BEKE versus IRM.
IRM leads by 5 points.
IRM scores 65/100 (Buy) versus BEKE at 60/100 (Buy).
BEKE Committee View
50% agreement
6 analysts
The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock. Growth Analyst remains cautious — revenue declining -10.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 38.0 is moderate-to-rich — Value
- Revenue declining -10.2% YoY -- this is not a growth story right now — Growth
- EPS declining -22.8% YoY despite any revenue growth — Growth
IRM Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- News sentiment is positive (+0.31 across 13 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical