American Tower Corp (AMT)vsIndependence Realty Trust Inc (IRT)
AMT
American Tower Corp
$172.23
-1.91%
REAL ESTATE · Cap: $81.81B
IRT
Independence Realty Trust Inc
$16.39
-1.68%
REAL ESTATE · Cap: $4.12B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1516% more annual revenue ($10.94B vs $677.16M). AMT leads profitability with a 31.1% profit margin vs 6.4%. AMT appears more attractively valued with a PEG of 1.64. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
IRT
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.5%
Fair Value
$195.08
Current Price
$172.23
$22.85 discount
Intrinsic value data unavailable for IRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Generating 1.2B in free cash flow
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.6x book value
3.0% revenue growth
ROE of 1.4% — below average capital efficiency
6.4% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 45.4%.
Bull Case : IRT
The strongest argument for IRT centers on Price/Book, Debt/Equity.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.09 is elevated, increasing financial risk.
Bear Case : IRT
The primary concerns for IRT are Revenue Growth, Return on Equity, Profit Margin. A P/E of 94.6x leaves little room for execution misses.
Key Dynamics to Monitor
IRT carries more volatility with a beta of 0.95 — expect wider price swings.
AMT is growing revenue faster at 4.7% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (70/100 vs 41/100), backed by strong 31.1% margins. Both earn "Strong Buy" and "Hold" 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.
Independence Realty Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multi-family apartment properties in non-entry US markets, including Atlanta, Louisville, Memphis and Raleigh.
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