American Tower Corp (AMT)vsRexford Industrial Realty Inc (REXR)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
REXR
Rexford Industrial Realty Inc
$35.89
+1.07%
REAL ESTATE · Cap: $8.22B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 986% more annual revenue ($10.82B vs $995.92M). AMT leads profitability with a 26.8% profit margin vs 23.3%. REXR appears more attractively valued with a PEG of 1.88. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
REXR
Buy63
out of 100
Grade: C+
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
+73.0%
Fair Value
$139.02
Current Price
$35.89
$103.13 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
Strong operational efficiency at 41.5%
Keeps 23 of every $100 in revenue as profit
Earnings expanding 26.7% 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
Premium valuation, high expectations priced in
ROE of 2.7% — below average capital efficiency
Weak financial health signals
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 : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 41.5%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while REXR is a declining play — different risk/reward profiles.
REXR carries more volatility with a beta of 1.28 — 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 63/100), backed by strong 26.8% margins. REXR offers better value entry with a 73.0% margin of safety. Both earn "Strong 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.
Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
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