American Tower Corp (AMT)vsOpendoor Technologies Inc (OPEN)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
OPEN
Opendoor Technologies Inc
$5.44
+1.12%
REAL ESTATE · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 148% more annual revenue ($10.82B vs $4.37B). AMT leads profitability with a 26.8% profit margin vs -29.7%. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
OPEN
Avoid24
out of 100
Grade: F
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
+84.7%
Fair Value
$31.04
Current Price
$5.44
$25.60 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
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
0.0% earnings growth
Weak financial health signals
ROE of -151.3% — below average capital efficiency
Revenue declined 32.1%
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 : OPEN
The strongest argument for OPEN centers on Debt/Equity.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : OPEN
The primary concerns for OPEN are EPS Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while OPEN is a turnaround play — different risk/reward profiles.
OPEN carries more volatility with a beta of 3.76 — 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 24/100), backed by strong 26.8% margins. OPEN offers better value entry with a 84.7% margin of safety. Both earn "Strong Buy" and "Avoid" 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.
Opendoor Technologies Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Opendoor Technologies Inc. operates a digital platform for residential real estate in the United States. The company is headquartered in San Francisco, California.
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