American Tower Corp (AMT)vsLamar Advertising Company (LAMR)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
LAMR
Lamar Advertising Company
$126.47
-0.82%
REAL ESTATE · Cap: $12.82B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 370% more annual revenue ($10.64B vs $2.27B). LAMR leads profitability with a 25.9% profit margin vs 23.8%. AMT appears more attractively valued with a PEG of 1.95. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
LAMR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.5%
Fair Value
$36.72
Current Price
$167.27
$130.55 premium
Margin of Safety
-241.0%
Fair Value
$38.90
Current Price
$126.47
$87.57 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 24 of every $100 in revenue as profit
Every $100 of equity generates 57 in profit
Strong operational efficiency at 32.9%
Keeps 26 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
Expensive relative to growth rate
Trading at 12.7x book value
2.3% revenue growth
Earnings declined 2.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 44.9%.
Bull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 25.9% and operating margin at 32.9%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while LAMR is a value play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.23 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
AMT generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 58/100), backed by strong 23.8% margins. Both earn "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.
Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
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