IRM · Iron Mountain Inc.
Records-storage REIT turned data-center play
Risiko 5/10 · MODERATE RISK · data-center re-rating · $116.86 ▲ 1.64%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $116.86
- Market cap $34.8B
- P/E (ttm) 82.88
- Div yield 2.96%
- 52-wk range $77.77 – $134.68
- Index rank #267 / —
Wichtigste Risiken
- Data-center pivot fails to justify the re-rated multiple (Shareholders) — HIGH
- Heavy insider selling into the run-up (Shareholders) — MED
- Capex-hungry expansion needs constant fresh capital (Bondholders) — MED
- Core paper-storage business in secular decline (Shareholders) — MED
Fazit
A fine business, but the price now assumes the data-center story delivers — and insiders aren't waiting around to find out.
Recherche, keine Anlageberatung.