American Tower Corp (AMT)vsNetstreit Corp (NTST)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
NTST
Netstreit Corp
$20.57
0.00%
REAL ESTATE · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 5148% more annual revenue ($10.82B vs $206.16M). AMT leads profitability with a 26.8% profit margin vs 5.3%. AMT trades at a lower P/E of 29.5x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
NTST
Buy58
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
+56.3%
Fair Value
$44.05
Current Price
$20.57
$23.48 discount
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
Reasonable price relative to book value
Strong operational efficiency at 37.7%
Earnings expanding 177.0% YoY
Revenue surging 24.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
ROE of 0.8% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : NTST
The strongest argument for NTST centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 24.3% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NTST
The primary concerns for NTST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 171.4x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while NTST is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
NTST is growing revenue faster at 24.3% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 58/100), backed by strong 26.8% margins. NTST offers better value entry with a 56.3% margin of safety. 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.
Netstreit Corp
REAL ESTATE · REIT - RETAIL · USA
NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single tenant net lease retail properties nationwide.
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