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IRM vs KIM
Which Stock Would AI Choose? Iron Mountain (IRM) vs. Kimco Realty (KIM) Stock Comparison
Key Takeaways
- IRM (IRM) has surged over 60% year-to-date, driven by robust Q1 2026 results with 21.6% revenue growth and strong data center expansion, outpacing KIM (KIM).
- KIM delivered solid Q1 2026 performance with 4.5% FFO growth and record leasing spreads of 11.3%, achieving 17% YTD gains amid resilient retail demand.
- Both REITs (real estate investment trusts) raised 2026 guidance, but IRM's market cap (~$39B) dwarfs KIM's (~$16B), reflecting greater scale in specialized storage and data services.
- IRM trades at a higher P/E ratio (~143) versus KIM (~27), signaling premium valuation for growth, while KIM offers a higher dividend yield (~4.4% vs. ~2.6%).
- Recent momentum favors IRM with analyst price target hikes to $140, supported by AI-driven data center demand.
- Tickeron's AI analysis rates IRM superior long-term based on relative performance metrics.
Introduction
This stock comparison evaluates IRM (Iron Mountain Incorporated), a leader in information management and data centers, against KIM (Kimco Realty Corporation), a premier owner of grocery-anchored shopping centers. Both are REITs navigating evolving real estate dynamics, with IRM capitalizing on digital transformation and KIM on resilient retail fundamentals. Traders seeking growth in tech-adjacent assets or income from stable retail may find value in analyzing their recent performance, sector exposure, and relative momentum in the current market environment.
IRM Overview and Recent Performance
Iron Mountain (IRM), a REIT specializing in records management, secure storage, data centers, and asset lifecycle management (ALM), serves over 240,000 customers globally, including 95% of Fortune 1000 firms. In recent weeks, shares have rallied significantly, up over 60% year-to-date and nearly 30% in the past three months, far exceeding industry averages. Q1 2026 results showcased record revenue of $1.94 billion (up 21.6% YoY), net income of $149 million, and AFFO (adjusted funds from operations) beats, fueled by 39% data center growth and leasing over 100 MW annually. Analysts raised price targets to $140 amid optimism for AI infrastructure demand, boosting sentiment despite higher interest costs.
KIM Overview and Recent Performance
Kimco Realty (KIM), the largest publicly traded owner of open-air, grocery-anchored shopping centers, manages 565 properties totaling 100 million square feet in high-demand U.S. suburbs. Recent market activity saw shares gain about 17% year-to-date, with steady upward momentum. Q1 2026 delivered FFO of $0.46 per share (up 4.5% YoY, beating estimates), revenues of $558 million, and record leased-to-economic occupancy spreads yielding $77 million in future ABR (annual base rent). Blended rent spreads hit 11.3%, supported by strong tenant retention and no major bankruptcies, enhancing investor confidence in retail resilience.
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Head-to-Head Comparison
IRM and KIM diverge in business models: IRM's hybrid of recurring storage (stable) and high-growth data centers/ALM contrasts KIM's pure-play retail REIT focused on grocery-anchored centers. Growth drivers favor IRM with 22% revenue acceleration from digital/AI demand, versus KIM's 4-5% FFO gains from leasing. Recent momentum is stronger for IRM (29% three-month surge vs. KIM's steadier climb), but KIM edges in yield (4.4% vs. 2.6%). Risk factors include IRM's capex intensity and interest sensitivity, while KIM faces retail e-commerce pressures—mitigated by prime locations. Sector exposure positions IRM for tech tailwinds, KIM for consumer staples. Sentiment tilts toward IRM post-earnings upgrades.
Tickeron AI Verdict
Tickeron’s AI models currently favor IRM over KIM for its superior trend consistency, explosive growth in data centers amid AI demand, and stronger relative YTD positioning (60%+ gains). While KIM offers stability and income, IRM's catalysts like raised guidance and analyst upgrades suggest higher probabilistic upside in the near term, per comparative algorithms.
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. 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 IRM is a StrongBuy and KIM 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).
IRM’s FA Score shows that 3 FA rating(s) are green whileKIM’s FA Score has 0 green FA rating(s).
- IRM’s FA Score: 3 green, 2 red.
- KIM’s FA Score: 0 green, 5 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.
IRM’s TA Score shows that 3 TA indicator(s) are bullish while KIM’s TA Score has 4 bullish TA indicator(s).
- IRM’s TA Score: 3 bullish, 5 bearish.
- KIM’s TA Score: 4 bullish, 5 bearish.
Price Growth
IRM (@Specialty Telecommunications) experienced а -2.13% price change this week, while KIM (@Real Estate Investment Trusts) price change was -0.85% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -1.79%. For the same industry, the average monthly price growth was -3.49%, and the average quarterly price growth was +9.87%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.16%. For the same industry, the average monthly price growth was -2.29%, and the average quarterly price growth was +10.63%.
Reported Earning Dates
IRM is expected to report earnings on Jul 30, 2026.
KIM is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Specialty Telecommunications (-1.79% 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.
@Real Estate Investment Trusts (-1.16% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| IRM | KIM | IRM / KIM | |
| Capitalization | 36.8B | 15.7B | 234% |
| EBITDA | 2.32B | 1.48B | 157% |
| Gain YTD | 50.123 | 16.483 | 304% |
| P/E Ratio | 134.26 | 26.84 | 500% |
| Revenue | 7.25B | 2.16B | 335% |
| Total Cash | 251M | 168M | 149% |
| Total Debt | 19.4B | 8.31B | 234% |
IRM | KIM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 74 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 98 Overvalued | 66 Overvalued | |
PROFIT vs RISK RATING 1..100 | 26 | 66 | |
SMR RATING 1..100 | 2 | 83 | |
PRICE GROWTH RATING 1..100 | 24 | 50 | |
P/E GROWTH RATING 1..100 | 90 | 55 | |
SEASONALITY SCORE 1..100 | 34 | 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.
KIM's Valuation (66) in the Real Estate Investment Trusts industry is in the same range as IRM (98). This means that KIM’s stock grew similarly to IRM’s over the last 12 months.
IRM's Profit vs Risk Rating (26) in the Real Estate Investment Trusts industry is somewhat better than the same rating for KIM (66). This means that IRM’s stock grew somewhat faster than KIM’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 KIM (83). This means that IRM’s stock grew significantly faster than KIM’s over the last 12 months.
IRM's Price Growth Rating (24) in the Real Estate Investment Trusts industry is in the same range as KIM (50). This means that IRM’s stock grew similarly to KIM’s over the last 12 months.
KIM's P/E Growth Rating (55) in the Real Estate Investment Trusts industry is somewhat better than the same rating for IRM (90). This means that KIM’s stock grew somewhat faster than IRM’s over the last 12 months.
| IRM | KIM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 69% | 1 day ago 58% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 50% |
| Momentum ODDS (%) | 1 day ago 55% | 1 day ago 50% |
| MACD ODDS (%) | 1 day ago 50% | 1 day ago 48% |
| TrendWeek ODDS (%) | 1 day ago 58% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 70% | 1 day ago 57% |
| Advances ODDS (%) | 10 days ago 71% | 15 days ago 57% |
| Declines ODDS (%) | 1 day ago 55% | 10 days ago 52% |
| BollingerBands ODDS (%) | 1 day ago 63% | 1 day ago 63% |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 59% |
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