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EQIX vs IRM
Which Stock Would AI Choose? Equinix (EQIX) vs. Iron Mountain (IRM) Stock Comparison
Key Takeaways
- Both EQIX and IRM, as real estate investment trusts (REITs), have posted robust year-to-date gains around 41% and 60%, respectively, driven by surging data center demand.
- EQIX holds a larger market cap of approximately $106 billion versus IRM's $39 billion, underscoring its dominant global data center footprint.
- Recent quarterly results show EQIX with $2.44 billion in revenue and IRM achieving 21.6% revenue growth to $1.94 billion, both fueled by AI infrastructure needs.
- IRM provides a higher dividend yield of about 2.6% compared to EQIX's 1.8%, appealing to income seekers amid similar sector tailwinds.
- Analysts maintain positive outlooks, with price targets raised post-earnings for both stocks, reflecting confidence in data center expansion.
Introduction
Equinix (EQIX) and Iron Mountain (IRM) represent key players in the data infrastructure REIT space, benefiting from explosive demand for cloud computing and AI workloads. This stock comparison examines their business models, recent performance, and relative positioning in a market where data centers are critical assets. Traders seeking momentum in high-growth sectors and investors focused on REIT yields with digital transformation exposure will find these insights valuable for assessing stock comparison dynamics, relative performance, and market positioning.
EQIX Overview and Recent Performance
Equinix (EQIX) operates a global network of over 260 data centers, emphasizing interconnection platforms that connect hyperscalers, enterprises, and networks. As a leader in digital infrastructure, it serves diverse customers across Americas, EMEA, and Asia-Pacific. In recent market activity, EQIX shares have shown resilience, with year-to-date returns around 41% and three-month gains exceeding 30%, outpacing the S&P 500. Strong Q1 results featured $2.44 billion in revenue, up nearly 10% year-over-year, alongside raised full-year guidance amid AI-driven bookings. Analyst price targets have climbed, with firms like Truist lifting to $1,215, boosting sentiment. Influences include hyperscaler expansions and ecosystem partnerships, though high capital expenditures for capacity temper short-term margins. Trading near $1,078 with a P/E of 75 and 1.8% yield, EQIX reflects premium valuation for its scale.
IRM Overview and Recent Performance
Iron Mountain (IRM), a REIT specializing in information management, has pivoted toward data centers alongside its core storage services, operating facilities for over 240,000 customers in 61 countries. Recent weeks have seen IRM deliver standout momentum, with year-to-date returns near 60% and monthly gains over 25%, surpassing broader indices. Q1 revenue surged 21.6% to $1.94 billion, with net income at $149 million, prompting guidance hikes to $7.83-$7.93 billion for the year. Analysts, including Truist at $140, have elevated targets, citing data center leasing and organic growth. Key drivers encompass AI infrastructure demand and service revenue expansion, offset by legacy storage transitions. At around $132, with a P/E over 140 and 2.6% yield, IRM trades at elevated multiples reflecting its hybrid growth profile.
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Head-to-Head Comparison
EQIX and IRM both capitalize on data center growth but diverge in focus: EQIX prioritizes global interconnection ecosystems for hyperscalers, while IRM blends physical records management with emerging powered shell leasing. Growth drivers hinge on AI demand, yet IRM shows faster recent revenue acceleration at 22% versus EQIX's 10%. Momentum favors IRM with superior YTD returns, but EQIX offers greater scale and stability. Risk factors include interest rate sensitivity as REITs (high debt loads), power constraints, and construction delays; IRM carries added transition risk from legacy ops. Sector exposure is concentrated in digital infrastructure, with positive sentiment from analyst upgrades. Trade-offs: EQIX's premium P/FFO around 29x suits growth seekers, while IRM's higher yield and relative value appeal to income strategies.
Tickeron AI Verdict
Tickeron’s AI currently favors EQIX due to its trend consistency, larger global footprint, and stronger positioning amid sustained AI catalysts like hyperscaler demand. While IRM exhibits higher short-term momentum and yield, EQIX's superior scale and bookings visibility suggest probabilistic outperformance in prolonged digital expansion phases.
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 Disclaimers and Limitations.
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 EQIX is a Hold and IRM is a Hold.
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).
EQIX’s FA Score shows that 1 FA rating(s) are green whileIRM’s FA Score has 3 green FA rating(s).
- EQIX’s FA Score: 1 green, 4 red.
- IRM’s FA Score: 3 green, 2 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.
EQIX’s TA Score shows that 3 TA indicator(s) are bullish while IRM’s TA Score has 5 bullish TA indicator(s).
- EQIX’s TA Score: 3 bullish, 5 bearish.
- IRM’s TA Score: 5 bullish, 4 bearish.
Price Growth
EQIX (@Specialty Telecommunications) experienced а +0.20% price change this week, while IRM (@Specialty Telecommunications) price change was -4.17% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was +0.29%. For the same industry, the average monthly price growth was +1.98%, and the average quarterly price growth was +9.11%.
Reported Earning Dates
EQIX is expected to report earnings on Jul 29, 2026.
IRM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Specialty Telecommunications (+0.29% 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.
| EQIX | IRM | EQIX / IRM | |
| Capitalization | 107B | 37.6B | 285% |
| EBITDA | 4.27B | 2.32B | 184% |
| Gain YTD | 41.814 | 53.392 | 78% |
| P/E Ratio | 74.73 | 137.18 | 54% |
| Revenue | 9.44B | 7.25B | 130% |
| Total Cash | 3.05B | 251M | 1,217% |
| Total Debt | 23.3B | 19.4B | 120% |
EQIX | IRM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 41 | 23 | |
SMR RATING 1..100 | 70 | 2 | |
PRICE GROWTH RATING 1..100 | 24 | 14 | |
P/E GROWTH RATING 1..100 | 70 | 88 | |
SEASONALITY SCORE 1..100 | 50 | 45 |
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.
EQIX's Valuation (83) in the Real Estate Investment Trusts industry is in the same range as IRM (98). This means that EQIX’s stock grew similarly to IRM’s over the last 12 months.
IRM's Profit vs Risk Rating (23) in the Real Estate Investment Trusts industry is in the same range as EQIX (41). This means that IRM’s stock grew similarly to EQIX’s over the last 12 months.
IRM's SMR Rating (2) in the Real Estate Investment Trusts industry is significantly better than the same rating for EQIX (70). This means that IRM’s stock grew significantly faster than EQIX’s over the last 12 months.
IRM's Price Growth Rating (14) in the Real Estate Investment Trusts industry is in the same range as EQIX (24). This means that IRM’s stock grew similarly to EQIX’s over the last 12 months.
EQIX's P/E Growth Rating (70) in the Real Estate Investment Trusts industry is in the same range as IRM (88). This means that EQIX’s stock grew similarly to IRM’s over the last 12 months.
| EQIX | IRM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 59% | 2 days ago 63% |
| Stochastic ODDS (%) | 1 day ago 51% | 2 days ago 56% |
| Momentum ODDS (%) | 1 day ago 65% | 2 days ago 80% |
| MACD ODDS (%) | 1 day ago 56% | 2 days ago 73% |
| TrendWeek ODDS (%) | 1 day ago 60% | 2 days ago 70% |
| TrendMonth ODDS (%) | 1 day ago 60% | 2 days ago 69% |
| Advances ODDS (%) | 2 days ago 57% | 2 days ago 71% |
| Declines ODDS (%) | 8 days ago 54% | 15 days ago 55% |
| BollingerBands ODDS (%) | 1 day ago 52% | 2 days ago 63% |
| Aroon ODDS (%) | 1 day ago 46% | 2 days ago 61% |
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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 69% 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.