American Tower Corp (AMT)vsNew York Mortgage Trust Inc (NYMT)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
NYMT
New York Mortgage Trust Inc
$7.11
0.00%
REAL ESTATE · Cap: $642.13M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 5167% more annual revenue ($10.82B vs $205.40M). NYMT leads profitability with a 30.3% profit margin vs 26.8%. NYMT appears more attractively valued with a PEG of 0.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
NYMT
Strong Buy67
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
Margin of Safety
+54.4%
Fair Value
$15.58
Current Price
$7.11
$8.47 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
Keeps 30 of every $100 in revenue as profit
Revenue surging 39.8% year-over-year
Growing faster than its price suggests
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
Smaller company, higher risk/reward
ROE of 3.6% — below average capital efficiency
Earnings declined 65.3%
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 45.3%.
Bull Case : NYMT
The strongest argument for NYMT centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 30.3% and operating margin at 18.2%. Revenue growth of 39.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NYMT
The primary concerns for NYMT are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while NYMT is a growth play — different risk/reward profiles.
NYMT carries more volatility with a beta of 1.39 — expect wider price swings.
NYMT is growing revenue faster at 39.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 67/100), backed by strong 26.8% margins. NYMT offers better value entry with a 54.4% 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.
New York Mortgage Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
New York Mortgage Trust, Inc. acquires, invests, finances and manages single-family and multi-family mortgage-related residential assets in the United States. The company is headquartered in New York, New York.
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