IRM · IRON MOUNTAIN INC

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Iron Mountain Incorporated is a global leader in information management services, and is trusted by more than 240,000 customers in 61 countries. It also includes approximately 95% of the Fortune 1000, to help unlock value and intelligence from their assets through services that transcend the physical and digital worlds. Their broad range of solutions address their information management, digital transformation, information security, data center and asset lifecycle management (ALM) needs.

Close · 3M

-0.90%

Held by 1 AI ETF

PQUS0.300%

as of Sep 1

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals4

Win rate0% (0/4)

Avg buy return-9.68%

PQUSnow 0.300% of fund5 signals

PQUS · Weight decrease · 2d

weight 0.330% → 0.310% (-0.020 pp)·stock down 2.0% in the 30 days before

Aug 21·entry $122.02·now $114.98

-5.77%

since Aug 21

PQUS · Weight increase · 2d

weight 0.220% → 0.320% (+0.100 pp)·stock up 6.4% in the 30 days before

Aug 15·entry $129.90·now $114.98Fresh

-11.49%

since Aug 15

PQUS · Weight decrease · 2d

weight 0.250% → 0.230% (-0.020 pp)·stock up 0.3% in the 30 days before

Jul 31·entry $122.32·now $114.98

-6.00%

since Jul 31

PQUS · Weight decrease · 2d

weight 0.160% → 0.140% (-0.020 pp)·stock down 8.8% in the 30 days before

Jul 3·entry $116.38·now $114.98

-1.20%

since Jul 3

PQUS · New entry · 1d

weight 0 → 0.040% (new)·stock up 12.0% in the 30 days before

May 29·entry $128.25·now $114.98Fresh

-10.35%

since May 29

AMOMno longer held5 signals

AMOM · Exit · 1d

weight 1.320% → 0 (exited)·stock down 10.9% in the 30 days before

Sep 2·entry $111.84·now $114.98

+2.81%

since Sep 2

AMOM · Weight decrease · 2d

weight 1.380% → 1.320% (-0.060 pp)·stock down 5.7% in the 30 days before

Aug 31·entry $115.35·now $114.98

-0.32%

since Aug 31

AMOM · Weight decrease · 2d

weight 1.410% → 1.380% (-0.030 pp)·stock down 3.4% in the 30 days before

Aug 26·entry $121.43·now $114.98

-5.31%

since Aug 26

AMOM · Weight increase · 2d

weight 1.380% → 1.420% (+0.040 pp)·stock up 6.4% in the 30 days before

Aug 14·entry $129.43·now $114.98Fresh

-11.16%

since Aug 14

AMOM · New entry · 1d

weight 0 → 1.410% (new)·stock up 5.6% in the 30 days before

Aug 6·entry $121.96·now $114.98Fresh

-5.72%

since Aug 6

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 16

The AI ETFs, with AMOM making a new entry and PQUS showing a weight increase trend, appear to have a positive outlook on Iron Mountain; however, a Buffett-style analysis suggests a 'Fail' verdict, primarily due to the lack of an adequate margin of safety at current valuation.

Circle of CompetenceIron Mountain's core business of secure information storage and data center services benefits from high customer switching costs and long-term contracts, making future cash flows reasonably predictable.
Economic MoatThe company possesses a strong economic moat derived from high customer switching costs, significant scale in its global operations, and a trusted brand in secure data management.
ManagementInsufficient data is provided to evaluate management's candor, capital allocation discipline, or skin in the game.
Financial HealthWhile the reported single-year ROE is exceptionally high, comprehensive data on 10-year ROE consistency, operating margins, debt levels, and owner earnings is not available to fully assess financial health according to the framework.
Margin of SafetyThe current high valuation multiples (PER 89.6, PBR 96.54, EV/EBITDA 21.8) suggest the stock is priced at a premium, leaving no defensible margin of safety for a conservative estimate of intrinsic value.

Iron Mountain operates within a predictable circle of competence and possesses durable economic moats, but the current market valuation appears to offer no margin of safety. While management and full financial health could not be definitively assessed with the available data, the high price alone makes it difficult to align with a value investing approach.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.