American Tower Corp (AMT)vsKinder Morgan Inc (KMI)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
KMI
Kinder Morgan Inc
$32.87
+3.23%
ENERGY · Cap: $73.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinder Morgan Inc generates 62% more annual revenue ($17.52B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 18.9%. 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
KMI
Buy64
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
-29.5%
Fair Value
$24.28
Current Price
$32.87
$8.59 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.9%
Earnings expanding 36.0% 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 : KMI
The strongest argument for KMI centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 29.9%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : KMI
The primary concerns for KMI are PEG Ratio.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
KMI is growing revenue faster at 13.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 64/100), 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.
Kinder Morgan Inc
ENERGY · OIL & GAS MIDSTREAM · USA
Kinder Morgan, Inc. is one of the largest energy infrastructure companies in North America. The company specializes in owning and controlling oil and gas pipelines and terminals.
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