IRM vs WELL

For growth investors, Welltower Inc.

(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus 12. 2% for Iron Mountain Incorporated (IRM). Welltower Inc. (WELL) offers the better valuation at 154. 2x trailing P/E (78. 9x forward), making it the more compelling value choice. Analysts rate Iron Mountain Incorporated (IRM) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Welltower Inc.

(WELL) is the cheapest at 154. 2x versus Iron Mountain Incorporated at 268. 8x. On forward P/E, Iron Mountain Incorporated is actually cheaper at 58. 4x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Iron Mountain Incorporated (IRM) delivered a total return of +275.

4%, compared to +212. 6% for Welltower Inc. (WELL). Over 10 years, the gap is even starker: IRM returned +321. 4% versus WELL's +230. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Welltower Inc.

(WELL) is the lower-risk stock at 0. 13β versus Iron Mountain Incorporated's 1. 10β — meaning IRM is approximately 730% more volatile than WELL relative to the S&P 500.

By revenue growth (latest reported year), Welltower Inc.

(WELL) is pulling ahead at 35. 8% versus 12. 2% for Iron Mountain Incorporated (IRM). On earnings-per-share growth, the picture is similar: Welltower Inc. grew EPS -11. 5% year-over-year, compared to -19. 7% for Iron Mountain Incorporated. Over a 3-year CAGR, WELL leads at 22. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Welltower Inc.

(WELL) is the more profitable company, earning 8. 8% net margin versus 2. 1% for Iron Mountain Incorporated — meaning it keeps 8. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IRM leads at 20. 4% versus 3. 3% for WELL. At the gross margin level — before operating expenses — WELL leads at 39. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Iron Mountain Incorporated (IRM) trades at 58.

4x forward P/E versus 78. 9x for Welltower Inc. — 20. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 5. 7% to $226. 50.

All stocks in this comparison pay dividends.

Iron Mountain Incorporated (IRM) offers the highest yield at 2. 3%, versus 1. 3% for Welltower Inc. (WELL).

For long-horizon retirement investors, Welltower Inc.

(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 1. 3% yield, +230. 2% 10Y return). Both have compounded well over 10 years (WELL: +230. 2%, IRM: +321. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: IRM is a mid-cap quality compounder stock; WELL is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.