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DLR vs IRM
Which Stock Would AI Choose? Digital Realty Trust (DLR) vs Iron Mountain (IRM) Stock Comparison
Key Takeaways
- Both DLR and IRM operate in the data infrastructure space, with DLR focused primarily on data centers and IRM offering a broader mix of physical storage and digital services.
- Recent market activity has highlighted sector tailwinds from rising demand for data storage and processing capacity amid expanding cloud and artificial intelligence applications.
- DLR exhibits more concentrated exposure to hyperscale data center leasing, while IRM benefits from recurring revenue streams in records management alongside its data center operations.
- Relative performance in recent weeks has reflected broader REIT sector dynamics, with both stocks showing sensitivity to interest rate expectations and capital expenditure trends.
- Risk profiles differ, as DLR faces higher concentration in technology tenant demand, whereas IRM encounters additional variables from its traditional storage business.
- Market sentiment for both remains tied to verifiable growth in digital infrastructure needs rather than company-specific events alone.
Introduction
Digital Realty Trust (DLR) and Iron Mountain (IRM) represent two established real estate investment trusts (REITs) with significant footprints in data-related infrastructure. Investors and traders often compare these names when evaluating exposure to the expanding digital economy, particularly sectors driven by cloud computing, data storage demand, and enterprise digitization. This analysis appeals to those seeking to understand relative positioning within the REIT and technology-adjacent markets, including portfolio managers assessing sector allocation, swing traders monitoring momentum shifts, and long-term holders evaluating business model resilience.
DLR Overview and Recent Performance
Digital Realty Trust operates as a leading global provider of data center facilities, serving hyperscale cloud providers, enterprises, and content delivery networks. In recent weeks, DLR stock has reflected ongoing sector interest in data center capacity amid sustained digital transformation trends. Performance has been influenced by broader market sentiment around technology infrastructure spending and interest rate sensitivity typical of REITs. Key developments include continued leasing activity and expansion projects, which have supported a measured positive tilt in investor positioning without dramatic single-period swings. Sentiment remains anchored in verifiable demand growth for colocation and wholesale data center space.
IRM Overview and Recent Performance
Iron Mountain provides information management services, including physical records storage, data center colocation, and secure shredding, with a growing emphasis on digital transformation solutions. Recent market activity for IRM has aligned with REIT sector movements, showing responsiveness to capital markets conditions and data infrastructure demand. The company’s diversified revenue base has contributed to relative stability in performance discussions over recent weeks. Developments such as ongoing modernization of storage facilities and expansion into higher-value digital services have shaped sentiment, maintaining a balanced view tied to both traditional and emerging business lines.
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Head-to-Head Comparison
Digital Realty Trust and Iron Mountain both participate in data infrastructure but pursue distinct models. DLR maintains a concentrated focus on data center ownership and leasing, creating higher sensitivity to technology sector capital expenditure cycles and hyperscale tenant relationships. In contrast, IRM combines data centers with a substantial physical records management business, offering revenue diversification that can moderate volatility during technology-specific slowdowns. Recent momentum for both has tracked data demand growth, yet DLR shows greater direct linkage to artificial intelligence compute requirements while IRM benefits from steady enterprise storage contracts. Risk factors include interest rate impacts on REIT valuations for both, with DLR additionally exposed to real estate development timelines and IRM facing regulatory considerations around physical records handling. Sector exposure overlaps in digital growth but diverges in execution, leading to trade-offs between pure-play upside potential and diversified stability in market positioning.
Tickeron AI Verdict
Based on observable factors such as trend consistency in data infrastructure demand, relative stability of leasing metrics, and positioning within AI-driven capacity needs, Tickeron’s AI would currently assign a modest probabilistic edge to DLR over IRM. This assessment reflects DLR’s more direct alignment with concentrated growth catalysts in hyperscale data centers, though outcomes remain subject to broader market variables including interest rates and sector sentiment. The view emphasizes relative positioning rather than absolute forecasts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DLR is a Buy and IRM is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DLR’s FA Score shows that 2 FA rating(s) are green whileIRM’s FA Score has 2 green FA rating(s).
- DLR’s FA Score: 2 green, 3 red.
- IRM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DLR’s TA Score shows that 5 TA indicator(s) are bullish while IRM’s TA Score has 4 bullish TA indicator(s).
- DLR’s TA Score: 5 bullish, 5 bearish.
- IRM’s TA Score: 4 bullish, 3 bearish.
Price Growth
DLR (@Specialty Telecommunications) experienced а +3.28% price change this week, while IRM (@Specialty Telecommunications) price change was +6.83% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was +1.02%. For the same industry, the average monthly price growth was +0.26%, and the average quarterly price growth was +1.26%.
Reported Earning Dates
DLR is expected to report earnings on Oct 22, 2026.
IRM is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Specialty Telecommunications (+1.02% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
| DLR | IRM | DLR / IRM | |
| Capitalization | 74.1B | 38.5B | 192% |
| EBITDA | 3.3B | 2.32B | 142% |
| Gain YTD | 31.120 | 58.381 | 53% |
| P/E Ratio | 253.35 | 91.79 | 276% |
| Revenue | 6.77B | 7.25B | 93% |
| Total Cash | 1.87B | N/A | - |
| Total Debt | 19.8B | 19.4B | 102% |
DLR | IRM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 99 Overvalued | 97 Overvalued | |
PROFIT vs RISK RATING 1..100 | 52 | 24 | |
SMR RATING 1..100 | 88 | 1 | |
PRICE GROWTH RATING 1..100 | 29 | 35 | |
P/E GROWTH RATING 1..100 | 3 | 100 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IRM's Valuation (97) in the Real Estate Investment Trusts industry is in the same range as DLR (99). This means that IRM’s stock grew similarly to DLR’s over the last 12 months.
IRM's Profit vs Risk Rating (24) in the Real Estate Investment Trusts industry is in the same range as DLR (52). This means that IRM’s stock grew similarly to DLR’s over the last 12 months.
IRM's SMR Rating (1) in the Real Estate Investment Trusts industry is significantly better than the same rating for DLR (88). This means that IRM’s stock grew significantly faster than DLR’s over the last 12 months.
DLR's Price Growth Rating (29) in the Real Estate Investment Trusts industry is in the same range as IRM (35). This means that DLR’s stock grew similarly to IRM’s over the last 12 months.
DLR's P/E Growth Rating (3) in the Real Estate Investment Trusts industry is significantly better than the same rating for IRM (100). This means that DLR’s stock grew significantly faster than IRM’s over the last 12 months.
| DLR | IRM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | N/A |
| Stochastic ODDS (%) | 2 days ago 49% | 2 days ago 45% |
| Momentum ODDS (%) | 2 days ago 74% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 71% | 2 days ago 74% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 70% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 71% |
| Declines ODDS (%) | 5 days ago 62% | 9 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 58% | 2 days ago 50% |
| Aroon ODDS (%) | 2 days ago 47% | N/A |
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DLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, DLR has been closely correlated with DBRG. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if DLR jumps, then DBRG could also see price increases.
IRM and
Correlation & Price change
A.I.dvisor indicates that over the last year, IRM has been closely correlated with DLR. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if IRM jumps, then DLR could also see price increases.