American Tower Corp (AMT)vsHost Hotels & Resorts Inc (HST)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
HST
Host Hotels & Resorts Inc
$21.06
+0.57%
REAL ESTATE · Cap: $14.66B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 76% more annual revenue ($10.82B vs $6.13B). AMT leads profitability with a 26.8% profit margin vs 12.5%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
HST
Buy62
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
+28.6%
Fair Value
$27.97
Current Price
$21.06
$6.91 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
Reasonable price relative to book value
Earnings expanding 27.1% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
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 : HST
The strongest argument for HST centers on Price/Book, EPS Growth. Revenue growth of 12.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : HST
The primary concerns for HST are PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while HST is a value play — different risk/reward profiles.
HST carries more volatility with a beta of 1.13 — expect wider price swings.
HST is growing revenue faster at 12.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 62/100), backed by strong 26.8% margins. HST offers better value entry with a 28.6% 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.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?