Is Iron Mountain Incorporated (IRM) Trading at a Compelling Valuation Level?
In its second-quarter 2025 investor letter, Baron Real Estate Income Fund highlighted stocks such as Iron Mountain Incorporated (NYSE:IRM). Iron Mountain Incorporated (NYSE:IRM) provides storage and information management solutions. The one-month return of Iron Mountain Incorporated (NYSE:IRM) was 8.00%, and its shares lost 17.03% of their value over the last 52 weeks. On August 8, 2025, Iron Mountain Incorporated (NYSE:IRM) stock closed at $90.16 per share, with a market capitalization of $26.629 billion.
Baron Real Estate Income Fund stated the following regarding Iron Mountain Incorporated (NYSE:IRM) in its second quarter 2025 investor letter:
"In the second quarter, we acquired shares of Iron Mountain Incorporated (NYSE:IRM) at what we believe was a compelling valuation level. Iron Mountain offers records storage management along with an evolving fast-growing data center segment. We have met with CFO Barry Hytinen and remain encouraged by the company's prospects to grow overall cash flow by approximately 10% and by high single digits on a per share basis over the next several years. Growth is underpinned by predictable and stable growth in its core records management business while outsized growth is driven by its data center business, which has visibility to more than the triple operational capacity from today's in place base.
A storage facility with boxes and shelves to store records, representing the company's secure records storage.
Iron Mountain Incorporated (NYSE:IRM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held Iron Mountain Incorporated (NYSE:IRM) at the end of the first quarter, which was 40 in the previous quarter. While we acknowledge the potential of Iron Mountain Incorporated (NYSE:IRM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Iron Mountain Incorporated (NYSE:IRM) and shared the list of stocks Jim Cramer put under the microscope. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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