CCI vs IRM vs SBAC
161 measures in 16 categories, one definition each, computed from filings and market data.
IRM42.9
Iron Mountain Incorporated
Real Estate · REIT - Specialty
$112.51 −0.15%$33.5B mkt cap
Score DNA
SBAC54.4
SBA Communications Corporation
Real Estate · REIT - Specialty
$187.06 +1.82%$19.8B mkt cap
Score DNA
Price, rebased to 100 three years ago
CCI IRM SBAC · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Insider open-market buys, 180d | 1 | 0 | 0 |
| Insider $ bought, 180d | $0.07M | — | — |
| Congress purchases, 180d | 4 | 0 | 0 |
| Last Congress purchase | 2026-09-25 | — | — |
| 13F net change in holders | −15 | +83 | +18 |
| ETFs adding shares, 30d | 993 | 1,046 | 963 |
| ETFs trimming, 30d | 879 | 825 | 757 |
| Net ETF funds, 30d | +114 | +221 | +206 |
Valuation
16 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| P/E (TTM) | 33.4x
69th
|
80.0x
92nd
|
20.0x
31st
|
| PEG (P/E ÷ 3-yr EPS CAGR) | — | 30.62
100th
|
0.77
25th
|
| Price / sales | 8.6x
88th
|
4.4x
19th
|
6.9x
56th
|
| Price / book | — | — | — |
| Price / tangible book | — | — | — |
| Price / free cash flow | 14.9x
0th
|
— | 18.9x
36th
|
| Price / operating cash flow | 13.7x
19th
|
20.2x
62nd
|
15.5x
38th
|
| Enterprise value | $58.3B
81st
|
$52.9B
75th
|
$34.7B
69th
|
| EV / sales | 14.0x
100th
|
7.0x
19th
|
12.1x
75th
|
| EV / EBITDA | 21.5x
69th
|
21.0x
62nd
|
16.6x
25th
|
| EV / EBIT | 28.7x
38th
|
36.2x
56th
|
20.5x
19th
|
| EV / free cash flow | 24.2x
0th
|
— | 33.1x
43rd
|
| Earnings yield | 3.0%
44th
|
1.2%
25th
|
5.0%
75th
|
| FCF yield | 6.7%
100th
|
-1.4%
6th
|
5.3%
69th
|
| Operating cash flow yield | 7.3%
81st
|
4.9%
38th
|
6.5%
62nd
|
| Graham number (per share) | — | — | — |
Profitability (TTM)
12 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Gross margin | 63.2%
75th
|
54.2%
69th
|
63.9%
81st
|
| EBITDA margin | 65.2%
80th
|
33.3%
20th
|
73.1%
87th
|
| Operating margin | 47.7%
75th
|
18.8%
25th
|
50.8%
88th
|
| EBIT margin | 48.9%
75th
|
19.3%
38th
|
59.1%
88th
|
| Net margin | 25.8%
62nd
|
5.5%
19th
|
34.5%
81st
|
| NOPAT margin | 47.4%
81st
|
16.2%
19th
|
45.4%
75th
|
| FCF margin | 57.8%
100th
|
-6.4%
6th
|
36.6%
88th
|
| Operating cash flow margin | 63.0%
94th
|
21.9%
19th
|
44.7%
81st
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 9.1%
62nd
|
19.2%
88th
|
10.1%
69th
|
| Stock comp / revenue | 1.6%
56th
|
1.8%
69th
|
2.9%
81st
|
| Effective tax rate | 0.7%
25th
|
13.8%
81st
|
10.6%
69th
|
Returns on capital
11 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| ROE (on average equity) | — | — | — |
| ROA | 4.0%
56th
|
2.0%
31st
|
8.8%
94th
|
| ROIC | 10.3%
81st
|
6.7%
56th
|
12.7%
100th
|
| ROCE | 11.2%
88th
|
7.7%
62nd
|
22.9%
100th
|
| Return on tangible assets | 7.7%
75th
|
6.9%
56th
|
15.1%
100th
|
| Cash ROIC (OCF / invested capital) | 13.7%
94th
|
9.1%
62nd
|
12.5%
88th
|
| Gross profitability (GP / assets) | 12.2%
69th
|
18.7%
100th
|
15.6%
94th
|
| ROIC, 3-yr average | -0.9%
0th
|
2.9%
31st
|
8.8%
88th
|
| ROIC, 5-yr average | — | — | — |
| ROE, 5-yr average | — | — | — |
| Incremental ROIC | -81.7%
31st
|
94.9%
88th
|
72.7%
81st
|
Growth
17 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Revenue growth (TTM YoY) | -23.2%
0th
|
17.4%
69th
|
5.4%
31st
|
| Revenue growth (QoQ) | -0.2%
31st
|
4.8%
56th
|
1.7%
44th
|
| Revenue CAGR, 3 yr | -16.5%
0th
|
13.0%
88th
|
1.9%
38th
|
| Revenue CAGR, 5 yr | -7.2%
0th
|
12.0%
80th
|
5.6%
33rd
|
| Gross profit CAGR, 3 yr | -19.6%
15th
|
11.1%
100th
|
-3.2%
54th
|
| Operating income CAGR, 3 yr | -7.5%
33rd
|
12.8%
67th
|
15.6%
73rd
|
| Net income growth (TTM YoY) | — | 912.6%
92nd
|
12.7%
25th
|
| Net income CAGR, 3 yr | -14.3%
0th
|
3.3%
27th
|
24.9%
91st
|
| EPS growth (TTM YoY) | — | 897.5%
92nd
|
14.5%
25th
|
| EPS CAGR, 3 yr | -14.3%
0th
|
2.6%
27th
|
26.0%
82nd
|
| EPS CAGR, 5 yr | 0.2%
27th
|
-7.7%
9th
|
31.0%
82nd
|
| FCF growth (TTM YoY) | 0.4%
38th
|
— | -1.0%
31st
|
| FCF CAGR, 3 yr | 9.8%
67th
|
— | -3.9%
42nd
|
| Operating cash flow CAGR, 3 yr | -7.0%
25th
|
17.2%
88th
|
-3.3%
31st
|
| Book value CAGR, 3 yr | — | — | — |
| Dividend CAGR, 3 yr | -9.6%
6th
|
4.5%
81st
|
4.6%
88th
|
| Sustainable growth rate | — | — | — |
Margin history & stability
7 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Gross margin, 3-yr average | 69.8%
62nd
|
55.6%
38th
|
72.5%
69th
|
| Operating margin, 3-yr average | 10.4%
6th
|
17.1%
19th
|
48.5%
88th
|
| Net margin, 3-yr average | -12.8%
0th
|
3.4%
6th
|
28.7%
75th
|
| FCF margin, 3-yr average | 42.5%
88th
|
-9.6%
6th
|
40.1%
81st
|
| Revenue stability (0-1) | 0.50
31st
|
0.97
88th
|
0.82
56th
|
| Earnings stability (0-1) | 0.17
31st
|
0.34
44th
|
0.93
100th
|
| Margin stability (0-1) | 0.94
75th
|
0.98
94th
|
0.93
69th
|
Liquidity (latest quarter)
7 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Cash & short-term investments | $1.0B
81st
|
$204.8M
44th
|
$327.1M
56th
|
| Net cash (− = net debt) | −$22.4B
6th
|
−$19.4B
19th
|
−$14.9B
31st
|
| Working capital | −$1.7B
12th
|
−$793.8M
19th
|
−$3.6B
6th
|
| Current ratio | 0.50
14th
|
0.73
36th
|
0.17
0th
|
| Quick ratio | 0.43
14th
|
0.73
36th
|
0.17
0th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.32
36th
|
0.07
7th
|
0.08
14th
|
| Defensive interval (days) | 693 days
55th
|
230 days
0th
|
488 days
27th
|
Leverage & solvency (latest quarter)
13 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Total debt | $23.4B
94th
|
$19.6B
81st
|
$15.2B
69th
|
| Debt / equity | — | — | — |
| Net debt / equity | — | — | — |
| Debt / assets | 108.8%
94th
|
89.3%
88th
|
129.5%
100th
|
| Debt / capital | — | — | — |
| Debt / EBITDA | 8.62
75th
|
7.79
69th
|
7.25
56th
|
| Net debt / EBITDA | 8.24
75th
|
7.71
69th
|
7.09
56th
|
| Interest coverage (EBIT / interest) | 2.2x
44th
|
1.6x
31st
|
3.3x
69th
|
| Cash interest coverage | 2.8x
62nd
|
1.8x
44th
|
2.5x
56th
|
| Debt payback (years of OCF) | 8.9 yrs
38th
|
11.8 yrs
62nd
|
11.8 yrs
56th
|
| Liabilities / assets | 115.2%
94th
|
104.1%
88th
|
139.4%
100th
|
| IS credit model rating | CCC | CCC | B- |
| Implied credit spread (bps) | 1,200
81st
|
1,200
81st
|
900
69th
|
Efficiency
11 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Asset turnover | 0.16
44th
|
0.36
81st
|
0.26
69th
|
| Fixed asset turnover | 0.36
15th
|
0.60
69th
|
0.38
46th
|
| Inventory turnover | 14.8
86th
|
— | — |
| Receivables turnover | 29.8
92nd
|
5.3
17th
|
18.2
75th
|
| Days sales outstanding | 12 days
27th
|
69 days
87th
|
20 days
40th
|
| Days inventory outstanding | 25 days
14th
|
— | — |
| Days payables outstanding | 16 days
31st
|
79 days
81st
|
23 days
50th
|
| Cash conversion cycle (days) | 20 days
62nd
|
−10 days
38th
|
−3 days
50th
|
| Capex / revenue | 5.2%
38th
|
28.3%
88th
|
8.1%
62nd
|
| Capex / depreciation | 0.32
38th
|
2.02
94th
|
0.58
56th
|
| Operating expense ratio | 17.2%
36th
|
34.3%
73rd
|
14.8%
27th
|
Cash flow & earnings quality
7 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Operating cash flow / net income | 2.44
69th
|
3.95
92nd
|
1.30
38th
|
| FCF / net income | 2.24
92nd
|
−1.15
0th
|
1.06
46th
|
| FCF / operating cash flow | 91.7%
88th
|
-29.1%
6th
|
81.8%
50th
|
| Capex / operating cash flow | 8.3%
12th
|
129.1%
94th
|
18.2%
50th
|
| Accruals ratio | -5.8%
12th
|
-5.9%
6th
|
-2.6%
69th
|
| Sloan accruals ratio | 1.5%
88th
|
-3.6%
56th
|
-27.4%
0th
|
| Earnings quality score (0-1) | 0.75
15th
|
0.75
15th
|
1.00
54th
|
Scores & forensic checks
15 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| IS score | 49
56th
|
43
44th
|
54
75th
|
| IS profitability | 63
62nd
|
33
38th
|
69
75th
|
| IS growth | 49
19th
|
81
94th
|
63
56th
|
| IS value | 42
25th
|
31
0th
|
50
56th
|
| IS momentum | 71
38th
|
95
100th
|
81
56th
|
| IS risk (safety) | 0
0th
|
15
6th
|
15
6th
|
| IS quality | 70
81st
|
61
31st
|
76
100th
|
| IS balance sheet | 18
25th
|
16
6th
|
16
12th
|
| IS earnings quality | 84
75th
|
69
19th
|
89
88th
|
| IS cash flow | 75
88th
|
35
12th
|
70
69th
|
| Piotroski F-score (0-9) | 6
44th
|
6
44th
|
8
94th
|
| Altman Z-score | −0.1
0th
|
1.2
56th
|
0.2
12th
|
| Beneish M-score | −2.26
69th
|
−2.62
56th
|
−2.65
44th
|
| Ohlson O-score | −6.35
75th
|
−6.91
44th
|
−3.57
100th
|
| IS credit score | 18
12th
|
20
19th
|
20
25th
|
Size (TTM)
8 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| Market cap | $35.9B
81st
|
$33.5B
75th
|
$19.8B
69th
|
| Revenue | $4.2B
69th
|
$7.6B
88th
|
$2.9B
56th
|
| EBITDA | $2.7B
81st
|
$2.5B
75th
|
$2.1B
69th
|
| Net income | $1.1B
88th
|
$418.7M
44th
|
$990.7M
75th
|
| Free cash flow | $2.4B
88th
|
−$481.0M
6th
|
$1.1B
75th
|
| Total assets | $21.5B
75th
|
$22.0B
81st
|
$11.7B
50th
|
| Shareholders' equity | −$3.3B
6th
|
−$1.3B
12th
|
−$4.6B
0th
|
| Employees | 1,500
44th
|
29,400
100th
|
1,844
50th
|
Price performance
9 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| 1 day | +2.8% | −0.1% | +1.8% |
| 1 week | +3.3% | −1.8% | +2.5% |
| 1 month | +11.5% | −1.3% | +3.3% |
| 3 months | +5.2% | −8.7% | +2.8% |
| 6 months | −7.3% | −3.3% | −16.2% |
| Year to date | −7.3% | +38.2% | −2.8% |
| 1 year | −15.1% | +10.0% | −3.3% |
| 3 years, cumulative | −1.6% | +103.5% | −3.2% |
| 5 years, cumulative | −40.3% | +218.8% | −39.5% |
Technicals
4 measures| Measure | CCI | IRM | SBAC |
|---|---|---|---|
| RSI 14 | 72.8 | 46.1 | 64.2 |
| From 52-week high | −17.2% | −15.8% | −16.7% |
| From 52-week low | +25.9% | +48.0% | +19.4% |
| Beta | 0.96 | 1.19 | 0.99 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17