IRM vs WELL vs VTR vs EXR vs SPG

For growth investors, Welltower Inc.

(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus 1. 2% for Extra Space Storage Inc. (EXR). Simon Property Group, Inc. (SPG) offers the better valuation at 14. 3x trailing P/E (30. 4x 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, Simon Property Group, Inc.

(SPG) is the cheapest at 14. 3x versus Iron Mountain Incorporated at 268. 8x. On forward P/E, Extra Space Storage Inc. is actually cheaper at 30. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Simon Property Group, Inc. wins at 0. 96x versus Extra Space Storage Inc. 's 6. 91x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

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

4%, compared to +16. 8% for Extra Space Storage Inc. (EXR). Over 10 years, the gap is even starker: IRM returned +321. 4% versus SPG's +32. 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), Ventas, Inc.

(VTR) is the lower-risk stock at 0. 01β versus Iron Mountain Incorporated's 1. 10β — meaning IRM is approximately 11509% more volatile than VTR relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 4% for Simon Property Group, Inc. — giving it more financial flexibility in a downturn.

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

(WELL) is pulling ahead at 35. 8% versus 1. 2% for Extra Space Storage Inc. (EXR). On earnings-per-share growth, the picture is similar: Ventas, Inc. grew EPS 184. 2% 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.

Simon Property Group, Inc.

(SPG) is the more profitable company, earning 72. 5% net margin versus 2. 1% for Iron Mountain Incorporated — meaning it keeps 72. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SPG leads at 49. 9% versus 3. 3% for WELL. At the gross margin level — before operating expenses — SPG leads at 85. 7%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Simon Property Group, Inc. (SPG) is the more undervalued stock at a PEG of 0. 96x versus Extra Space Storage Inc. 's 6. 91x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Extra Space Storage Inc. (EXR) trades at 30. 1x forward P/E versus 118. 3x for Ventas, Inc. — 88. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for EXR: 6. 7% to $149. 13.

In this comparison, EXR (4.

6% yield), IRM (2. 3% yield), VTR (2. 1% yield), WELL (1. 3% yield) pay a dividend. SPG does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Ventas, Inc.

(VTR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 01), 2. 1% yield). Both have compounded well over 10 years (VTR: +67. 4%, SPG: +32. 2%), 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; VTR is a mid-cap high-growth stock; EXR is a mid-cap income-oriented stock; SPG is a mid-cap deep-value stock. IRM, WELL, VTR, EXR pay a dividend while SPG does not, making them suitable for different income and tax situations. 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.