American Tower Corp (AMT)vsGranite Point Mortgage Trust Inc (GPMT)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
GPMT
Granite Point Mortgage Trust Inc
$1.50
-2.60%
REAL ESTATE · Cap: $71.88M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 171390% more annual revenue ($10.82B vs $6.31M). AMT leads profitability with a 26.8% profit margin vs 0.0%. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
GPMT
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Intrinsic value data unavailable for GPMT.
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
Reasonable price relative to book value
Strong operational efficiency at 244.8%
Revenue surging 82.7% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -7.0% — below average capital efficiency
Earnings declined 95.8%
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 : GPMT
The strongest argument for GPMT centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 82.7% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GPMT
The primary concerns for GPMT are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while GPMT is a hypergrowth play — different risk/reward profiles.
GPMT carries more volatility with a beta of 1.76 — expect wider price swings.
GPMT is growing revenue faster at 82.7% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 44/100), backed by strong 26.8% 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.
Granite Point Mortgage Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Granite Point Mortgage Trust Inc. originates, invests and manages floating rate senior commercial mortgage loans and other debt and debt-like commercial real estate investments in the United States. The company is headquartered in New York, New York.
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