American Tower Corp (AMT)vsGlobal Net Lease, Inc. (GNL)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
GNL
Global Net Lease, Inc.
$9.39
0.00%
REAL ESTATE · Cap: $1.95B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2191% more annual revenue ($10.82B vs $472.16M). AMT leads profitability with a 26.8% profit margin vs -8.7%. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
GNL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Margin of Safety
+30.8%
Fair Value
$14.27
Current Price
$9.39
$4.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 31.3%
Earnings expanding 333.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
Elevated debt levels
ROE of -2.6% — below average capital efficiency
Revenue declined 17.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
Bull Case : GNL
The strongest argument for GNL centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : GNL
The primary concerns for GNL are Market Cap, Debt/Equity, Return on Equity. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while GNL is a turnaround play — different risk/reward profiles.
GNL carries more volatility with a beta of 1.00 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 46/100), backed by strong 26.8% margins. GNL offers better value entry with a 30.8% margin of safety. 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.
Global Net Lease, Inc.
REAL ESTATE · REIT - DIVERSIFIED · USA
Global Net Lease, Inc. (GNL) is a prominent real estate investment trust (REIT) that focuses on acquiring and managing a diverse portfolio of commercial properties leased to high-quality tenants under long-term net lease agreements. With a strategic emphasis on reliability and risk-adjusted returns, GNL spans various sectors and geographic markets, thereby enhancing income stability and potential capital appreciation. Backed by an experienced management team with deep expertise in the net lease sector, GNL is well-equipped to navigate market dynamics and seize growth opportunities, positioning itself as an attractive investment option for institutional investors seeking robust and sustainable returns.
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