American Tower Corp (AMT)vsRayonier Inc (RYN)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
RYN
Rayonier Inc
$20.13
-0.59%
REAL ESTATE · Cap: $6.12B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2097% more annual revenue ($10.64B vs $484.50M). RYN leads profitability with a 97.9% 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+
RYN
Hold42
out of 100
Grade: D
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
-598.8%
Fair Value
$3.20
Current Price
$20.13
$16.93 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
Reasonable price relative to book value
Keeps 98 of every $100 in revenue as profit
Strong operational efficiency at 23.0%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
ROE of 3.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : RYN
The strongest argument for RYN centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 97.9% and operating margin at 23.0%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : RYN
The primary concerns for RYN are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 42.8x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while RYN is a declining play — different risk/reward profiles.
RYN carries more volatility with a beta of 1.01 — 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 42/100), backed by strong 23.8% margins. Both earn "Buy" and "Hold" 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.
Rayonier Inc
REAL ESTATE · REIT - SPECIALTY · USA
Rayonier is a leading timber real estate investment trust with assets located in some of the most productive softwood producing regions in the United States and New Zealand.
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