FR vs IRM
First Industrial Realty Trust vs Iron Mountain Incorporated — AI-powered side-by-side comparison
FR
First Industrial Realty Trust
61
Buy
VS
IRM
Iron Mountain Incorporated
66
Buy
| Metric | FR | IRM |
|---|
| AI Score |
61
|
66
|
| Price |
$63.64
|
$121.05
|
| P/E Ratio |
23.14×
|
86.54×
|
| ROE |
9.3%
|
-14.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
47.7%
|
54.2%
|
| Debt / Equity |
0.93×
|
-3.05×
|
| Dividend Yield |
3.0%
|
2.8%
|
| RSI (14) |
31.3
|
40.7
|
| Beta |
1.066
|
1.219
|
| Expected Upside |
+0.5%
|
+7.6%
|
AI Committee View
Current Innellis committee reasoning for FR versus IRM.
IRM leads by 5 points.
IRM scores 66/100 (Buy) versus FR at 61/100 (Buy).
FR Committee View
60% agreement
5 analysts
Positive signals support the current rating — market regime is bullish (bull market -- normal position sizing). The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- Dividend yield of 3.2% pays you to wait — Value
- EPS growing 34.2% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
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
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical