IRM vs. EPD
IRM (Iron Mountain Incorporated) and EPD (Enterprise Products Partners L.P.) are both stocks. IRM operates in REIT - Specialty (Real Estate), while EPD operates in Oil & Gas Midstream (Energy). Over the past 10 years, IRM returned 19.01%/yr vs 10.34%/yr for EPD. At a 0.22 correlation, their price movements are largely independent.
Performance
IRM vs. EPD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IRM achieves a 54.53% return, which is significantly higher than EPD's 17.38% return. Over the past 10 years, IRM has outperformed EPD with an annualized return of 19.01%, while EPD has yielded a comparatively lower 10.34% annualized return.
IRM
- 1D
- -0.08%
- 1M
- 1.66%
- YTD
- 54.53%
- 6M
- 55.48%
- 1Y
- 29.54%
- 3Y*
- 34.90%
- 5Y*
- 27.60%
- 10Y*
- 19.01%
EPD
- 1D
- -2.01%
- 1M
- -6.96%
- YTD
- 17.38%
- 6M
- 16.47%
- 1Y
- 21.58%
- 3Y*
- 19.46%
- 5Y*
- 15.50%
- 10Y*
- 10.34%
IRM vs. EPD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRM Iron Mountain Incorporated | 54.53% | -18.24% | 54.48% | 46.52% | -0.08% | 87.74% | 0.98% | 5.87% | -7.97% | 23.56% |
EPD Enterprise Products Partners L.P. | 17.38% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
Correlation
The correlation between IRM and EPD is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1998 | 0.22 |
The correlation between IRM and EPD shifts across timeframes, from 0.07 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
IRM:
$37.74B
EPD:
$79.83B
IRM:
$0.91
EPD:
$2.69
IRM:
138.03
EPD:
13.55
IRM:
5.19
EPD:
1.55
IRM:
$7.25B
EPD:
$51.57B
IRM:
$2.94B
EPD:
$7.31B
IRM:
$2.40B
EPD:
$10.11B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IRM vs. EPD — Risk / Return Rank
IRM
EPD
IRM vs. EPD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Iron Mountain Incorporated (IRM) and Enterprise Products Partners L.P. (EPD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IRM | EPD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.61 | -1.43 |
| Martin ratioReturn relative to average drawdown | 2.83 | 8.44 | -5.61 |
Loading charts...
Drawdowns
IRM vs. EPD - Drawdown Comparison
The maximum IRM drawdown since its inception was -55.71%, smaller than the maximum EPD drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for IRM and EPD.
Loading charts...
Drawdown Indicators
| IRM | EPD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.71% | -58.78% | +3.07% |
Max Drawdown (1Y)Largest decline over 1 year | -25.15% | -8.29% | -16.86% |
Max Drawdown (3Y)Largest decline over 3 years | -39.03% | -15.40% | -23.63% |
Max Drawdown (5Y)Largest decline over 5 years | -39.03% | -18.06% | -20.97% |
Max Drawdown (10Y)Largest decline over 10 years | -39.03% | -58.04% | +19.01% |
Current DrawdownCurrent decline from peak | -3.72% | -8.29% | +4.57% |
Average DrawdownAverage peak-to-trough decline | -13.16% | -10.22% | -2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.47% | 2.63% | +7.84% |
Volatility
IRM vs. EPD - Volatility Comparison
Iron Mountain Incorporated (IRM) has a higher volatility of 7.80% compared to Enterprise Products Partners L.P. (EPD) at 5.65%. This indicates that IRM's price experiences larger fluctuations and is considered to be riskier than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IRM | EPD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 5.65% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 24.00% | 13.45% | +10.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.05% | 16.06% | +15.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.69% | 17.26% | +12.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.65% | 24.16% | +5.49% |
Dividends
IRM vs. EPD - Dividend Comparison
IRM's dividend yield for the trailing twelve months is around 3.30%, less than EPD's 6.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 6.00% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
IRM Iron Mountain Incorporated | 3.30% | 3.88% | 2.60% | 3.63% | 4.96% | 4.73% | 8.39% | 7.69% | 7.32% | 5.93% | 6.17% | 7.07% |
Financials
IRM vs. EPD - Financials Comparison
This section allows you to compare key financial metrics between Iron Mountain Incorporated and Enterprise Products Partners L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
IRM vs. EPD - Profitability Comparison
IRM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Iron Mountain Incorporated reported a gross profit of 0.00 and revenue of 1.94B. Therefore, the gross margin over that period was 0.0%.
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
IRM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Iron Mountain Incorporated reported an operating income of 395.23M and revenue of 1.94B, resulting in an operating margin of 20.4%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
IRM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Iron Mountain Incorporated reported a net income of 143.67M and revenue of 1.94B, resulting in a net margin of 7.4%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
Frequently Asked Questions
IRM and EPD have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IRM has higher volatility (7.80%) compared to EPD (5.65%). In terms of maximum drawdown, IRM dropped -55.71% vs EPD's -58.78%.
EPD currently has the higher Sharpe Ratio (1.35 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IRM and EPD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer