American Tower Corp (AMT)vsOmega Healthcare Investors Inc (OHI)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
OHI
Omega Healthcare Investors Inc
$43.66
+1.08%
REAL ESTATE · Cap: $14.27B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 780% more annual revenue ($10.82B vs $1.23B). OHI leads profitability with a 51.4% 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
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Margin of Safety
+38.5%
Fair Value
$74.41
Current Price
$43.66
$30.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 65.5%
Reasonable price relative to book value
Earnings expanding 39.3% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 51.4% and operating margin at 65.5%. Revenue growth of 14.3% demonstrates continued momentum.
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 : OHI
The primary concerns for OHI are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.90 — 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 38.5% 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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