American Tower Corp (AMT)vsIntuit Inc (INTU)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
INTU
Intuit Inc
$388.50
-1.67%
TECHNOLOGY · Cap: $109.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 86% more annual revenue ($20.12B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 21.6%. INTU appears more attractively valued with a PEG of 1.03. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
INTU
Strong Buy71
out of 100
Grade: B
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
+4.0%
Fair Value
$404.75
Current Price
$388.50
$16.25 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
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
17.4% revenue growth
Earnings expanding 48.5% YoY
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Moderate valuation
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 : INTU
The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 17.4% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while INTU is a growth play — different risk/reward profiles.
INTU carries more volatility with a beta of 1.21 — expect wider price swings.
INTU is growing revenue faster at 17.4% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 71/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "Strong 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.
Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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