American Tower Corp (AMT)vsDigital Realty Trust Inc (DLR)
AMT
American Tower Corp
$172.54
+0.78%
REAL ESTATE · Cap: $81.66B
DLR
Digital Realty Trust Inc
$193.80
+0.64%
REAL ESTATE · Cap: $72.97B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 62% more annual revenue ($10.94B vs $6.76B). AMT leads profitability with a 31.1% profit margin vs 11.8%. AMT appears more attractively valued with a PEG of 1.62. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
DLR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.6%
Fair Value
$195.31
Current Price
$172.54
$22.77 discount
Margin of Safety
-49.4%
Fair Value
$116.88
Current Price
$193.80
$76.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.9%
Revenue surging 29.9% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.6x book value
ROE of 2.9% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 58.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 45.4%.
Bull Case : DLR
The strongest argument for DLR centers on Market Cap, Price/Book, Operating Margin. Revenue growth of 29.9% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 245.4x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a value stock while DLR is a growth play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.04 — expect wider price swings.
DLR is growing revenue faster at 29.9% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (70/100 vs 49/100), backed by strong 31.1% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Tower Corp
REAL ESTATE · REIT - SPECIALTY · USA
American Tower Corporation (also referred to as American Tower or ATC) is an American real estate investment trust and an owner and operator of wireless and broadcast communications infrastructure in several countries worldwide and is headquartered in Boston, Massachusetts.
Digital Realty Trust Inc
REAL ESTATE · REIT - SPECIALTY · USA
Digital Realty Trust, Inc. is a real estate investment trust that invests in carrier-neutral data centers and provides colocation and peering services.
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