American Tower Corp (AMT)vsHoneywell International Inc (HON)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
HON
Honeywell International Inc
$210.30
-1.24%
INDUSTRIALS · Cap: $135.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 248% more annual revenue ($37.66B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 10.9%. HON appears more attractively valued with a PEG of 1.91. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
HON
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Intrinsic value data unavailable for HON.
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
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.0%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.8x book value
2.4% revenue growth
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 : HON
The strongest argument for HON centers on Market Cap, Return on Equity, Operating Margin.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : HON
The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
AMT profiles as a mature stock while HON is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — 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 55/100), backed by strong 26.8% margins. 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.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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