American Tower Corp (AMT)vsPrologis Inc (PLD)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
PLD
Prologis Inc
$130.36
-0.48%
REAL ESTATE · Cap: $121.52B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 16% more annual revenue ($10.64B vs $9.19B). PLD leads profitability with a 36.2% profit margin vs 23.8%. AMT appears more attractively valued with a PEG of 1.95. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
PLD
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.5%
Fair Value
$36.72
Current Price
$167.27
$130.55 premium
Margin of Safety
-116.9%
Fair Value
$60.09
Current Price
$130.36
$70.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 24 of every $100 in revenue as profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
Premium valuation, high expectations priced in
4.0% revenue growth
ROE of 6.1% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 44.9%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 36.2% and operating margin at 41.3%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while PLD is a value play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.42 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
AMT generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 55/100), backed by strong 23.8% margins. Both earn "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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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