Iron Mountain (IRM) is a other specialized reits company in the Real Estate sector. Listed on the NASDAQ, Iron Mountain is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $123.36.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $123.36 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 28.17% |
| Risk / Std Dev (Annualized) | 29.69% |
| Sharpe Ratio (rf=4.5%) | 0.80 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Other Specialized REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 28.17% with an annualized volatility of 29.69%. The Sharpe ratio of 0.80 (assuming 4.5% risk-free rate) indicates moderate risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 36.7B |
| Enterprise Value | 56.51B |
| Trailing P/E | 132.65 |
| Forward P/E | 46.14 |
| Price to Book | -30.21 |
| Price to Sales | 5.07 |
| EV/Revenue | 7.8 |
| EV/EBITDA | 23.07 |
| Profitability | | | Profit Margin | 3.76% | | Operating Margin | 20.96% | | ROA | 4.56% |
| Growth | | | Revenue Growth | 21.6% | | Earnings Growth | 860.0% |
| Dividend | | | Dividend Yield | 280.0% | | Payout Ratio | 358.48% | | 5Y Avg Yield | 391.0% |
| Financial Health | | | Total Revenue | 7.25B | | Total Debt | 19.72B | | Total Cash | 0.25B | | Free Cash Flow | -0.5B | | Operating Cash Flow | 1.48B |
| Price & Technical | | | 52W High | $134.09$ | | 52W Low | $77.77$ | | 50-Day Avg | $120.04$ | | 200-Day Avg | $102.35$ | | Beta | 1.22 | | Shares Outstanding | 0.3B | | Float Shares | 0.29B | | Insider Holdings | 0.9% | | Institutional Holdings | 88.02% | | Short Ratio | 4.41 | | Short % of Float | 3.33% |
| Analyst Targets | | | Target High | $149.0$ | | Target Low | $44.0$ | | Target Mean | $131.55$ | | Target Median | $140.0$ | | # of Analysts | 11 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.