American Tower Corp (AMT)vsEli Lilly and Company (LLY)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
LLY
Eli Lilly and Company
$934.60
+9.80%
HEALTHCARE · Cap: $760.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Eli Lilly and Company generates 502% more annual revenue ($65.18B vs $10.82B). LLY leads profitability with a 31.7% profit margin vs 26.8%. LLY appears more attractively valued with a PEG of 1.29. LLY earns a higher WallStSmart Score of 78/100 (B+).
AMT
Strong Buy72
out of 100
Grade: B
LLY
Strong Buy78
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
Intrinsic value data unavailable for LLY.
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
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Revenue surging 42.6% year-over-year
Earnings expanding 51.4% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Elevated debt levels
Trading at 31.5x book value
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 : LLY
The strongest argument for LLY centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 31.7% and operating margin at 44.9%. Revenue growth of 42.6% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : LLY
The primary concerns for LLY are P/E Ratio, Debt/Equity, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while LLY is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
LLY is growing revenue faster at 42.6% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
LLY scores higher overall (78/100 vs 72/100), backed by strong 31.7% margins and 42.6% revenue growth. AMT offers better value entry with a 17.6% margin of safety. 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.
Eli Lilly and Company
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Eli Lilly and Company is an American pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?