American Tower Corp (AMT)vsSBA Communications Corp (SBAC)
AMT
American Tower Corp
$174.60
+0.36%
REAL ESTATE · Cap: $82.87B
SBAC
SBA Communications Corp
$176.28
-1.29%
REAL ESTATE · Cap: $18.95B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 281% more annual revenue ($10.94B vs $2.87B). SBAC leads profitability with a 34.5% profit margin vs 31.1%. AMT appears more attractively valued with a PEG of 1.66. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
SBAC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.2%
Fair Value
$194.38
Current Price
$174.60
$19.78 discount
Margin of Safety
+0.6%
Fair Value
$192.16
Current Price
$176.28
$15.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Generating 1.2B in free cash flow
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Trading at 21.9x book value
Distress zone — elevated risk
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 45.4%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 12.09 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
AMT is growing revenue faster at 4.7% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (70/100 vs 47/100), backed by strong 31.1% margins. Both earn "Strong 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.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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