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DLR vs IRM
Which Stock Would AI Choose? Digital Realty Trust (DLR) vs. Iron Mountain (IRM) Stock Comparison
Key Takeaways
- Digital Realty Trust (DLR) and Iron Mountain (IRM) both operate in the data center and digital infrastructure space but differ in business models, with DLR focused primarily on data centers and IRM offering diversified storage and information management services.
- Over recent market activity, IRM has shown stronger relative performance with notable year-to-date gains exceeding 50%, compared to more moderate advances for DLR.
- Both companies benefit from demand for data storage and AI-related infrastructure, though IRM's broader revenue streams provide additional stability amid sector volatility.
- Market sentiment has favored IRM following recent earnings beats and raised guidance, while DLR maintains a larger market capitalization and established position in pure-play data center real estate investment trusts (REITs).
- Key contrasts include IRM's higher recent momentum versus DLR's scale and sector-specific exposure, influencing their respective risk-reward profiles in the current environment.
Introduction
Digital Realty Trust (DLR) and Iron Mountain (IRM) represent two prominent players in the evolving digital infrastructure sector, making them relevant for comparison among investors seeking exposure to data centers, cloud computing, and information management. This analysis appeals to traders monitoring relative performance, sector rotation, and growth catalysts within real estate investment trusts (REITs) and related services. Institutional and retail participants evaluating portfolio diversification across technology-adjacent assets may find the contrast in business models and recent market positioning instructive.
Digital Realty Trust (DLR) Overview and Recent Performance
Digital Realty Trust (DLR) is a leading owner, operator, and developer of data centers, providing colocation and interconnection services to hyperscale customers, enterprises, and cloud providers. In recent weeks, the stock has experienced measured gains amid broader sector interest in AI-driven data demand, though it has trailed some peers in momentum. Performance has been influenced by steady occupancy rates and expansion projects, with sentiment supported by long-term structural tailwinds in digital infrastructure. Market activity reflects a focus on execution amid elevated interest rates affecting REIT valuations generally.
Iron Mountain (IRM) Overview and Recent Performance
Iron Mountain (IRM) provides secure storage, information management, and data center solutions, serving a diverse client base across records management and digital services. Recent market activity shows the stock advancing notably, with year-to-date returns exceeding 50% as of mid-July 2026, bolstered by strong quarterly results and upward revisions to full-year guidance. Growth in the data center segment and operational efficiencies have contributed to positive sentiment, while the company's diversified operations have helped cushion against pure data center cyclicality.
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Head-to-Head Comparison
Digital Realty Trust (DLR) operates as a specialized data center REIT with a focus on large-scale facilities and interconnection, exposing it directly to hyperscale leasing cycles and technology spending trends. In contrast, Iron Mountain (IRM) combines physical storage services with growing data center capabilities, offering revenue diversification that can moderate volatility. Recent momentum has tilted toward IRM, evidenced by superior year-to-date returns and positive earnings surprises, while DLR maintains a larger market capitalization and more concentrated sector bet. Risk factors for DLR include sensitivity to interest rates and development costs, whereas IRM faces integration challenges across its broader service lines but benefits from recurring revenue stability. Sector exposure overlaps in data centers, yet IRM’s positioning may appeal to those seeking balanced growth and defensive characteristics amid fluctuating market sentiment.
Tickeron AI Verdict
Based on observable factors such as trend consistency and recent relative positioning, Tickeron’s AI may currently favor Iron Mountain (IRM) due to its stronger momentum and supportive earnings dynamics. Digital Realty Trust (DLR) presents a compelling alternative for investors prioritizing scale and pure data center exposure, though its more moderate recent performance could warrant monitoring for stabilization signals. This assessment reflects probabilistic evaluation of available data rather than definitive outcomes.
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 4 TA indicator(s) are bullish while IRM’s TA Score has 7 bullish TA indicator(s).
- DLR’s TA Score: 4 bullish, 5 bearish.
- IRM’s TA Score: 7 bullish, 3 bearish.
Price Growth
DLR (@Specialty Telecommunications) experienced а +14.49% price change this week, while IRM (@Specialty Telecommunications) price change was +3.63% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was +1.58%. For the same industry, the average monthly price growth was -1.18%, and the average quarterly price growth was +8.41%.
Reported Earning Dates
DLR is expected to report earnings on Oct 22, 2026.
IRM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Specialty Telecommunications (+1.58% 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 | 73.7B | 38.2B | 193% |
| EBITDA | 3.82B | 2.32B | 164% |
| Gain YTD | 30.419 | 57.011 | 53% |
| P/E Ratio | 388.45 | 139.47 | 279% |
| Revenue | 6.34B | 7.25B | 88% |
| Total Cash | N/A | N/A | - |
| Total Debt | 19.2B | 19.4B | 99% |
DLR | IRM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 96 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 50 | 24 | |
SMR RATING 1..100 | 83 | 1 | |
PRICE GROWTH RATING 1..100 | 26 | 42 | |
P/E GROWTH RATING 1..100 | 3 | 89 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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 (95) in the Real Estate Investment Trusts industry is in the same range as DLR (96). 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 (50). 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 (83). This means that IRM’s stock grew significantly faster than DLR’s over the last 12 months.
DLR's Price Growth Rating (26) in the Real Estate Investment Trusts industry is in the same range as IRM (42). 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 (89). This means that DLR’s stock grew significantly faster than IRM’s over the last 12 months.
| DLR | IRM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | 2 days ago 83% |
| Stochastic ODDS (%) | 2 days ago 50% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 79% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 60% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 71% |
| Declines ODDS (%) | 12 days ago 62% | 18 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 59% | 2 days ago 77% |
| Aroon ODDS (%) | 2 days ago 70% | 2 days ago 73% |
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