American Tower Corp (AMT)vsGE HealthCare Technologies Inc. (GEHC)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
GEHC
GE HealthCare Technologies Inc.
$60.84
+2.28%
HEALTHCARE · Cap: $27.06B
Smart Verdict
WallStSmart Research — data-driven comparison
GE HealthCare Technologies Inc. generates 91% more annual revenue ($20.63B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 10.1%. GEHC appears more attractively valued with a PEG of 1.41. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
GEHC
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Margin of Safety
+42.6%
Fair Value
$137.94
Current Price
$60.84
$77.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.3%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 27 of every $100 in revenue as profit
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Weak financial health signals
Earnings declined 17.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 26.8% and operating margin at 45.3%.
Bull Case : GEHC
The strongest argument for GEHC centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GEHC
The primary concerns for GEHC are Piotroski F-Score, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while GEHC is a value play — different risk/reward profiles.
GEHC carries more volatility with a beta of 1.30 — expect wider price swings.
GEHC is growing revenue faster at 7.1% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 65/100), backed by strong 26.8% margins. GEHC offers better value entry with a 42.6% 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.
GE HealthCare Technologies Inc.
HEALTHCARE · MEDICAL DEVICES · USA
GE HealthCare Technologies Inc. provides medical technology, pharmaceutical diagnostics, and digital solutions in the United States. The company is headquartered in Chicago, Illinois.
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