American Tower Corp (AMT)vsIRSA Inversiones Y Representaciones (IRS)
AMT
American Tower Corp
$179.26
+4.52%
REAL ESTATE · Cap: $77.37B
IRS
IRSA Inversiones Y Representaciones
$15.50
+0.91%
REAL ESTATE · Cap: $1.28B
Smart Verdict
WallStSmart Research — data-driven comparison
IRSA Inversiones Y Representaciones generates 4723% more annual revenue ($521.85B vs $10.82B). IRS leads profitability with a 72.5% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.71. IRS earns a higher WallStSmart Score of 73/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
IRS
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.6%
Fair Value
$193.16
Current Price
$179.26
$13.90 discount
Intrinsic value data unavailable for IRS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 44.4%
Generating 31.1B in free cash flow
Revenue surging 29.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.7x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 27.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
Bull Case : IRS
The strongest argument for IRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 72.5% and operating margin at 44.4%. Revenue growth of 29.3% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : IRS
The primary concerns for IRS are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while IRS is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.91 — expect wider price swings.
IRS is growing revenue faster at 29.3% — sustainability is the question.
IRS generates stronger free cash flow (31.1B), providing more financial flexibility.
Bottom Line
IRS scores higher overall (73/100 vs 72/100), backed by strong 72.5% margins and 29.3% revenue growth. 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.
IRSA Inversiones Y Representaciones
REAL ESTATE · REAL ESTATE SERVICES · USA
IRSA Inversiones y Representaciones Sociedad Anima is dedicated to diversified real estate activity in Argentina.
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