American Tower Corp (AMT)vsTanger Factory Outlet Centers Inc (SKT)
AMT
American Tower Corp
$176.53
-1.80%
REAL ESTATE · Cap: $82.24B
SKT
Tanger Factory Outlet Centers Inc
$36.37
+0.11%
REAL ESTATE · Cap: $4.17B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1670% more annual revenue ($10.82B vs $611.24M). AMT leads profitability with a 26.8% profit margin vs 20.3%. AMT appears more attractively valued with a PEG of 1.87. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
SKT
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.5%
Fair Value
$218.67
Current Price
$176.53
$42.14 discount
Margin of Safety
+41.9%
Fair Value
$58.22
Current Price
$36.37
$21.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
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
Strong operational efficiency at 30.3%
Keeps 20 of every $100 in revenue as profit
Earnings expanding 42.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.4x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
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 45.9%.
Bull Case : SKT
The strongest argument for SKT centers on Operating Margin, Profit Margin, EPS Growth. Profitability is solid with margins at 20.3% and operating margin at 30.3%. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SKT
The primary concerns for SKT are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
SKT carries more volatility with a beta of 1.12 — expect wider price swings.
SKT is growing revenue faster at 11.7% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 65/100), backed by strong 26.8% margins. SKT offers better value entry with a 41.9% 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.
Tanger Factory Outlet Centers Inc
REAL ESTATE · REIT - RETAIL · USA
Tanger Factory Outlet Centers, Inc. (NYSE: SKT) is a leading operator of luxury outdoor outlet shopping centers that owns or has an ownership interest in a portfolio of 38 centers.
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