American Tower Corp (AMT)vsEquinix Inc (EQIX)
AMT
American Tower Corp
$188.79
-2.68%
REAL ESTATE · Cap: $87.09B
EQIX
Equinix Inc
$1,012.71
+1.54%
REAL ESTATE · Cap: $100.34B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 9% more annual revenue ($11.01B vs $10.15B). AMT leads profitability with a 30.1% profit margin vs 16.2%. AMT appears more attractively valued with a PEG of 1.84. AMT earns a higher WallStSmart Score of 60/100 (C).
AMT
Buy60
out of 100
Grade: C
EQIX
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.7%
Fair Value
$195.63
Current Price
$188.79
$6.84 discount
Margin of Safety
-66.8%
Fair Value
$607.11
Current Price
$1012.71
$405.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 45.6%
Large-cap with strong market position
Large-cap with strong market position
Strong operational efficiency at 25.0%
Earnings expanding 29.4% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
2.5% revenue growth
Weak financial health signals
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 30.1% and operating margin at 45.6%.
Bull Case : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 16.2% and operating margin at 25.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.88 is elevated, increasing financial risk.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 60.9x leaves little room for execution misses. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a value stock while EQIX is a mature play — different risk/reward profiles.
EQIX carries more volatility with a beta of 0.97 — expect wider price swings.
EQIX is growing revenue faster at 10.4% — sustainability is the question.
AMT generates stronger free cash flow (995M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (60/100 vs 58/100), backed by strong 30.1% margins. Both earn "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.
Equinix Inc
REAL ESTATE · REIT - SPECIALTY · USA
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
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