American Tower Corp (AMT)vsSmartStop Self Storage REIT, Inc. (SMA)
AMT
American Tower Corp
$172.54
+0.78%
REAL ESTATE · Cap: $81.66B
SMA
SmartStop Self Storage REIT, Inc.
$34.31
-0.44%
REAL ESTATE · Cap: $1.86B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 3863% more annual revenue ($10.94B vs $276.09M). AMT leads profitability with a 31.1% profit margin vs 4.7%. AMT trades at a lower P/E of 28.3x. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
SMA
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.6%
Fair Value
$195.31
Current Price
$172.54
$22.77 discount
Intrinsic value data unavailable for SMA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 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
Reasonable price relative to book value
Strong operational efficiency at 21.5%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.6x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
4.7% margin — thin
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 : SMA
The strongest argument for SMA centers on Price/Book, Operating Margin. Revenue growth of 13.1% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : SMA
The primary concerns for SMA are EPS Growth, Market Cap, Return on Equity. A P/E of 104.8x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.89 — expect wider price swings.
SMA is growing revenue faster at 13.1% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (70/100 vs 45/100), 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.
SmartStop Self Storage REIT, Inc.
REAL ESTATE · REIT - INDUSTRIAL · USA
SmartStop Self Storage REIT, Inc. is a leading real estate investment trust specializing in the acquisition, development, and management of premium self-storage facilities across the United States and Canada. The company focuses on operational excellence and superior customer service to optimize cash flow generation and maximize long-term shareholder value. By providing institutional investors access to the robust self-storage sector—known for its stability and consistent rental income—SmartStop positions itself as a compelling investment opportunity within the ever-evolving real estate landscape.
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