American Tower Corp (AMT)vsCharles Schwab Corp (SCHW)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
SCHW
Charles Schwab Corp
$91.64
+0.53%
FINANCIAL SERVICES · Cap: $160.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 129% more annual revenue ($24.80B vs $10.82B). SCHW leads profitability with a 38.0% profit margin vs 26.8%. SCHW appears more attractively valued with a PEG of 1.16. SCHW earns a higher WallStSmart Score of 75/100 (B+).
AMT
Strong Buy72
out of 100
Grade: B
SCHW
Strong Buy75
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
Intrinsic value data unavailable for SCHW.
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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Large-cap with strong market position
15.8% revenue growth
Earnings expanding 38.6% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
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 : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.0% and operating margin at 49.2%. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow.
Key Dynamics to Monitor
AMT profiles as a mature stock while SCHW is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
SCHW is growing revenue faster at 15.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (75/100 vs 72/100), backed by strong 38.0% margins and 15.8% revenue growth. AMT offers better value entry with a 17.6% 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.
Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
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