Equinix Inc vs Iron Mountain Inc

Equinix Inc (EQIX) is overvalued and Iron Mountain Inc (IRM) is overvalued.

Both trade above our estimate of their intrinsic value. EQIX is the closer of the two: -129%, against -208% for IRM.

Values as of the 22 Sept 2026 close.

Equinix Inc (EQIX)

Discounting its cash flows at 9.9% (average of 2 methods) values the shares at $463.18; the price of $1059.26 is 129% above that value.

Leak Score 45/100 on 9 of 12 signals

Iron Mountain Inc (IRM)

Discounting its cash flows at 8.9% (average of 2 methods) values the shares at $38.38; the price of $118.13 is 208% above that value.

Leak Score 28/100 on 8 of 12 signals

MetricEQIXIRM
VerdictOvervaluedOvervalued
Price$1059.26$118.13
Intrinsic value$463.18$38.38
Margin of safety-129%-208%
Leak Score45/100 (9/12)28/100 (8/12)
Market cap$104.5B$35.2B
Revenue growth, 5 years9.0%10.7%
Operating margin9.2%20.6%
Net margin15.6%5.5%
Return on equity10.8%
Debt to equity1.62
P/E68.2x84.3x
Forward P/E56.2x42.5x
P/B7.3x
Dividend yield1.9%2.9%

All stocks in REIT - Specialty