American Tower Corp (AMT)vsRedwood Trust Inc (RWT)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
RWT
Redwood Trust Inc
$5.56
-0.89%
REAL ESTATE · Cap: $718.72M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 6000% more annual revenue ($10.82B vs $177.37M). AMT leads profitability with a 26.8% profit margin vs -39.5%. RWT appears more attractively valued with a PEG of 1.47. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
RWT
Buy57
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
+48.4%
Fair Value
$12.98
Current Price
$5.56
$7.42 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 32.1%
Revenue surging 93.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -6.4% — below average capital efficiency
Earnings declined 52.6%
Negative free cash flow — burning cash
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 : RWT
The strongest argument for RWT centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 93.1% demonstrates continued momentum. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : RWT
The primary concerns for RWT are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 22.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while RWT is a hypergrowth play — different risk/reward profiles.
RWT carries more volatility with a beta of 1.57 — expect wider price swings.
RWT is growing revenue faster at 93.1% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 57/100), backed by strong 26.8% margins. RWT offers better value entry with a 48.4% 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.
Redwood Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Redwood Trust, Inc., is a specialized finance company in the United States. The company is headquartered in Mill Valley, California.
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