Four Corners Property Trust (NYSE:FCPT) versus Iron Mountain (NYSE:IRM) Head-To-Head Analysis

Iron Mountain (NYSE:IRM) and Four Corners Property Trust (NYSE:FCPT) are both real estate companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, valuation, institutional ownership, analyst recommendations, risk and dividends.

Earnings and Valuation

This table compares Iron Mountain and Four Corners Property Trust”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Iron Mountain	$7.56 billion	4.47	$144.59 million	$1.40	81.07
Four Corners Property Trust	$306.40 million	7.72	$112.36 million	$1.11	19.43

Iron Mountain has higher revenue and earnings than Four Corners Property Trust. Four Corners Property Trust is trading at a lower price-to-earnings ratio than Iron Mountain, indicating that it is currently the more affordable of the two stocks.

Dividends

Iron Mountain pays an annual dividend of $3.45 per share and has a dividend yield of 3.0%. Four Corners Property Trust pays an annual dividend of $1.51 per share and has a dividend yield of 7.0%. Iron Mountain pays out 246.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Four Corners Property Trust pays out 136.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Iron Mountain has raised its dividend for 3 consecutive years and Four Corners Property Trust has raised its dividend for 5 consecutive years. Four Corners Property Trust is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a summary of current recommendations and price targets for Iron Mountain and Four Corners Property Trust, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Iron Mountain	0	2	5	0	2.71
Four Corners Property Trust	0	5	5	0	2.50

Iron Mountain currently has a consensus price target of $139.83, indicating a potential upside of 23.20%. Four Corners Property Trust has a consensus price target of $27.90, indicating a potential upside of 29.39%. Given Four Corners Property Trust’s higher probable upside, analysts clearly believe Four Corners Property Trust is more favorable than Iron Mountain.

Risk and Volatility

Iron Mountain has a beta of 1.17, indicating that its share price is 17% more volatile than the S&P 500. Comparatively, Four Corners Property Trust has a beta of 0.8, indicating that its share price is 20% less volatile than the S&P 500.

Insider and Institutional Ownership

80.1% of Iron Mountain shares are held by institutional investors. Comparatively, 98.7% of Four Corners Property Trust shares are held by institutional investors. 1.7% of Iron Mountain shares are held by company insiders. Comparatively, 1.2% of Four Corners Property Trust shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares Iron Mountain and Four Corners Property Trust’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Iron Mountain	5.54%	-85.44%	3.30%
Four Corners Property Trust	38.70%	7.35%	4.05%

Summary

Four Corners Property Trust beats Iron Mountain on 9 of the 16 factors compared between the two stocks.

About Iron Mountain

Iron Mountain Incorporated (NYSE: IRM) is a global leader in information management services. Founded in 1951 and trusted by more than 240,000 customers worldwide, Iron Mountain serves to protect and elevate the power of our customers’ work. Through a range of offerings including digital transformation, data centers, secure records storage, information management, asset lifecycle management, secure destruction and art storage and logistics, Iron Mountain helps businesses bring light to their dark data, enabling customers to unlock value and intelligence from their stored digital and physical assets at speed and with security, while helping them meet their environmental goals.

About Four Corners Property Trust

Four Corners Property Trust, Inc. engages in the owning, acquisition, and leasing of properties for use in the restaurant and food-service related industries. It operates through the Real Estate Operations and Restaurant Operations segments. The Real Estate Operations segment consists of rental revenues generated by leasing restaurant properties. The Restaurant Operations segment includes the Kerrow Restaurant operating business. The company was founded on July 2, 2015 and is headquartered in Mill Valley, CA.