American Tower Corp (AMT)vsRithm Capital Corp. (RITM)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
RITM
Rithm Capital Corp.
$9.79
+0.05%
REAL ESTATE · Cap: $5.39B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 167% more annual revenue ($10.82B vs $4.05B). AMT leads profitability with a 26.8% profit margin vs 17.8%. RITM trades at a lower P/E of 8.9x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
RITM
Strong Buy71
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
+85.0%
Fair Value
$71.08
Current Price
$9.79
$61.30 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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 38.7% year-over-year
Earnings expanding 72.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Weak financial health signals
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 : RITM
The strongest argument for RITM centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.8% and operating margin at 16.1%. Revenue growth of 38.7% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : RITM
The primary concerns for RITM are Piotroski F-Score, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while RITM is a growth play — different risk/reward profiles.
RITM carries more volatility with a beta of 1.19 — expect wider price swings.
RITM is growing revenue faster at 38.7% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 71/100), backed by strong 26.8% margins. RITM offers better value entry with a 85.0% 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.
Rithm Capital Corp.
REAL ESTATE · REIT - MORTGAGE · USA
Rhythm Capital Corp. The company is headquartered in New York, New York.
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