American Tower Corp (AMT)vsOmega Healthcare Investors Inc (OHI)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
OHI
Omega Healthcare Investors Inc
$46.73
-1.46%
REAL ESTATE · Cap: $14.30B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 809% more annual revenue ($10.82B vs $1.19B). OHI leads profitability with a 49.6% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
OHI
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
+39.2%
Fair Value
$76.96
Current Price
$46.73
$30.23 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
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 63.2%
Reasonable price relative to book value
Earnings expanding 34.6% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 49.6% and operating margin at 63.2%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
OHI is growing revenue faster at 14.3% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 67/100), backed by strong 26.8% margins. OHI offers better value entry with a 39.2% 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.
Omega Healthcare Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily skilled nursing and assisted living facilities.
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