COMP <GO>
VTR vs IRM // 10Y YIELD & FRED MACRO BETA
Ventas Inc. (NYSE) VS. Iron Mountain Incorporated (Delaware) (NYSE) • 15-METRIC TALLY: VTR 5
— IRM 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: VTR
LAST: $84.80 (+1.30%) • MKT CAP: $44.84B
macro-sensitivity
1.00
LAST: $116.55 (-1.55%) • MKT CAP: $34.70B
macro-sensitivity
0.88
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VTR VS. IRM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VTR | IRM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.60% | 6.10% | -2.50 | IRM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.9x | 16.6x | +31.30 | IRM | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | -2.64% | +5.77 | VTR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 16.90% | -3.00 | IRM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 13.20% | -2.30 | IRM | /net-margins <GO> |
| Revenue Growth (YoY) | 18.50% | 12.20% | +6.30 | VTR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.94% | 2.61% | -0.67 | IRM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | VTR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.4 | 53.7 | -4.30 | IRM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 0.88 | +0.12 | VTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 58.6x | 32.6x | +26.00 | IRM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.84B | $34.70B | $10.15B | VTR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VTR REV | IRM REV | VTR GROSS % | IRM GROSS % | VTR FCF | IRM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.83B | $6.90B | — | — | $1.38B | -$931.6M |
| FY 2024 | $4.92B | $6.15B | — | — | $1.11B | -$594.9M |
| FY 2023 | $4.50B | $5.48B | — | — | $917.5M | $867.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VTR // BETA 1.00
IRM // BETA 0.88