IRM vs SBAC
Iron Mountain Incorporated vs SBA Communications — AI-powered side-by-side comparison
IRM
Iron Mountain Incorporated
66
Buy
VS
SBAC
SBA Communications
69
Buy
| Metric | IRM | SBAC |
|---|
| AI Score |
66
|
69
|
| Price |
$121.05
|
$183.94
|
| P/E Ratio |
86.54×
|
19.77×
|
| ROE |
-14.7%
|
-21.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.2%
|
63.9%
|
| Debt / Equity |
-3.05×
|
-3.29×
|
| Dividend Yield |
2.8%
|
2.6%
|
| RSI (14) |
40.7
|
54.4
|
| Beta |
1.219
|
0.997
|
| Expected Upside |
+7.6%
|
+6.3%
|
AI Committee View
Current Innellis committee reasoning for IRM versus SBAC.
SBAC leads by 3 points.
SBAC scores 69/100 (Buy) versus IRM at 66/100 (Buy).
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
SBAC Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price structure making lower highs and lower lows — Technical
- Trend and market structure agree -- coherent bearish picture — Technical