American Tower Corp (AMT)vsLXP Industrial Trust (LXP)
AMT
American Tower Corp
$180.16
+1.15%
REAL ESTATE · Cap: $84.27B
LXP
LXP Industrial Trust
$52.25
+0.95%
REAL ESTATE · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 3015% more annual revenue ($10.82B vs $347.31M). LXP leads profitability with a 27.1% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.90. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
LXP
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.5%
Fair Value
$218.67
Current Price
$180.16
$38.51 discount
Margin of Safety
-27.8%
Fair Value
$40.36
Current Price
$52.25
$11.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
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
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.8x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
ROE of 4.8% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 3.3%
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 45.9%.
Bull Case : LXP
The strongest argument for LXP centers on Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 13.9%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : LXP
The primary concerns for LXP are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while LXP is a declining play — different risk/reward profiles.
LXP carries more volatility with a beta of 1.11 — 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 42/100), 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 leading real estate investment trust (REIT) that specializes in the ownership and management of a diverse portfolio of industrial properties strategically positioned in key logistics hubs throughout the United States. Leveraging the surge in e-commerce and advancements in supply chain logistics, LXP focuses on acquiring high-quality assets that drive sustainable income and capital appreciation. The company's disciplined capital allocation, emphasis on tenant relationships, and proactive asset management practices enable it to navigate the dynamic industrial real estate market effectively. With a commitment to operational excellence and long-term value creation, LXP is well-equipped to capitalize on emerging trends and opportunities in the sector.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?