American Tower Corp (AMT)vsInternational Business Machines (IBM)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
IBM
International Business Machines
$230.98
+1.71%
TECHNOLOGY · Cap: $213.45B
Smart Verdict
WallStSmart Research — data-driven comparison
International Business Machines generates 537% more annual revenue ($68.91B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 15.6%. 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
IBM
Buy60
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
-30.2%
Fair Value
$177.45
Current Price
$230.98
$53.53 premium
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
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Generating 4.8B in free cash flow
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
Weak financial health signals
Elevated debt levels
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 : IBM
The strongest argument for IBM centers on Market Cap, Return on Equity, Free Cash Flow. Profitability is solid with margins at 15.6% and operating margin at 13.8%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : IBM
The primary concerns for IBM are PEG Ratio, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.06 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
IBM is growing revenue faster at 9.5% — sustainability is the question.
IBM generates stronger free cash flow (4.8B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 60/100), 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.
International Business Machines
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
International Business Machines Corporation (IBM) is an American multinational technology company headquartered in Armonk, New York, with operations in over 170 countries. The company began in 1911, founded in Endicott, New York, as the Computing-Tabulating-Recording Company (CTR) and was renamed International Business Machines in 1924. IBM is incorporated in New York. IBM produces and sells computer hardware, middleware and software, and provides hosting and consulting services in areas ranging from mainframe computers to nanotechnology. IBM is also a major research organization, holding the record for most annual U.S. patents generated by a business (as of 2020) for 28 consecutive years. Inventions by IBM include the automated teller machine (ATM), the floppy disk, the hard disk drive, the magnetic stripe card, the relational database, the SQL programming language, the UPC barcode, and dynamic random-access memory (DRAM). The IBM mainframe, exemplified by the System/360, was the dominant computing platform during the 1960s and 1970s.
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