WallStSmart

American Tower Corp (AMT)vsLXP Industrial Trust (LXP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Tower Corp generates 3012% more annual revenue ($10.82B vs $347.70M). AMT leads profitability with a 26.8% profit margin vs 18.7%. AMT appears more attractively valued with a PEG of 1.71. AMT earns a higher WallStSmart Score of 72/100 (B).

AMT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 5.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.36

LXP

Hold

44

out of 100

Grade: D

Growth: 3.3Profit: 6.0Value: 3.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.63
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTUndervalued (+6.6%)

Margin of Safety

+6.6%

Fair Value

$193.16

Current Price

$175.25

$17.91 discount

UndervaluedFair: $193.16Overvalued

Intrinsic value data unavailable for LXP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMT5 strengths · Avg: 9.6/10
Return on EquityProfitability
78.8%10/10

Every $100 of equity generates 79 in profit

Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

Market CapQuality
$77.37B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

LXP1 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

AMT4 concerns · Avg: 3.0/10
PEG RatioValuation
1.714/10

Expensive relative to growth rate

P/E RatioValuation
26.4x4/10

Moderate valuation

Price/BookValuation
23.2x2/10

Trading at 23.2x book value

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

LXP4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

PEG RatioValuation
3.152/10

Expensive relative to growth rate

P/E RatioValuation
61.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : LXP

The strongest argument for LXP centers on Price/Book. Profitability is solid with margins at 18.7% and operating margin at 16.1%.

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 : LXP

The primary concerns for LXP are Revenue Growth, Return on Equity, PEG Ratio. A P/E of 61.1x leaves little room for execution misses.

Key Dynamics to Monitor

AMT profiles as a mature stock while LXP is a value play — different risk/reward profiles.

LXP carries more volatility with a beta of 1.07 — expect wider price swings.

AMT is growing revenue faster at 6.8% — sustainability is the question.

AMT generates stronger free cash flow (951M), providing more financial flexibility.

Bottom Line

AMT scores higher overall (72/100 vs 44/100), backed by strong 26.8% 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.

LXP Industrial Trust

REAL ESTATE · REIT - INDUSTRIAL · USA

LXP Industrial Trust (LXP) is a prominent real estate investment trust (REIT) dedicated to the acquisition and management of industrial properties across key U.S. logistics markets. With the e-commerce sector's growth driving demand for efficient supply chains, LXP is strategically positioned to generate sustainable income and achieve capital appreciation. The company emphasizes a disciplined capital allocation strategy and maintains strong tenant relationships, supported by proactive asset management. By prioritizing operational excellence and staying attuned to market trends, LXP aims to enhance shareholder value and capitalize on growth opportunities within the industrial real estate sector.

Visit Website →

Want to dig deeper into these stocks?