American Tower Corp (AMT)vsEPR Properties (EPR)
AMT
American Tower Corp
$174.60
+0.36%
REAL ESTATE · Cap: $82.87B
EPR
EPR Properties
$57.43
+1.25%
REAL ESTATE · Cap: $4.57B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1381% more annual revenue ($10.94B vs $738.98M). EPR leads profitability with a 35.6% profit margin vs 31.1%. AMT appears more attractively valued with a PEG of 1.66. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
EPR
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.2%
Fair Value
$194.38
Current Price
$174.60
$19.78 discount
Margin of Safety
+45.6%
Fair Value
$105.59
Current Price
$57.43
$48.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 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
Generating 1.2B in free cash flow
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 54.3%
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Trading at 21.9x book value
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 13.2%
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 : EPR
The strongest argument for EPR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.6% and operating margin at 54.3%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 12.09 is elevated, increasing financial risk.
Bear Case : EPR
The primary concerns for EPR are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a value stock while EPR is a mature play — different risk/reward profiles.
EPR carries more volatility with a beta of 1.01 — expect wider price swings.
EPR is growing revenue faster at 10.6% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (70/100 vs 63/100), backed by strong 31.1% margins. EPR offers better value entry with a 45.6% margin of safety. Both earn "Strong Buy" and "Buy" 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.
EPR Properties
REAL ESTATE · REIT - SPECIALTY · USA
EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select and durable experimental properties in the real estate industry.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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