WallStSmart

American Tower Corp (AMT)vsSmartStop Self Storage REIT, Inc. (SMA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Tower Corp generates 3755% more annual revenue ($10.82B vs $280.69M). AMT leads profitability with a 26.8% profit margin vs 4.6%. AMT earns a higher WallStSmart Score of 72/100 (B).

AMT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 6.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.33

SMA

Hold

47

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTUndervalued (+17.4%)

Margin of Safety

+17.4%

Fair Value

$218.43

Current Price

$176.53

$41.90 discount

UndervaluedFair: $218.43Overvalued
SMAUndervalued (+6.3%)

Margin of Safety

+6.3%

Fair Value

$34.80

Current Price

$32.56

$2.24 discount

UndervaluedFair: $34.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMT5 strengths · Avg: 9.4/10
Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

Market CapQuality
$82.24B9/10

Large-cap with strong market position

Return on EquityProfitability
29.9%9/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

SMA3 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Revenue GrowthGrowth
24.6%8/10

Revenue surging 24.6% year-over-year

Areas to Watch

AMT4 concerns · Avg: 3.0/10
PEG RatioValuation
1.874/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Price/BookValuation
23.4x2/10

Trading at 23.4x book value

Altman Z-ScoreHealth
0.332/10

Distress zone — elevated risk

SMA4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.92B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Profit MarginProfitability
4.6%3/10

4.6% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull 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 : SMA

The strongest argument for SMA centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.

Bear Case : AMT

The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : SMA

The primary concerns for SMA are EPS Growth, Market Cap, Return on Equity. Thin 4.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

AMT profiles as a mature stock while SMA is a growth play — different risk/reward profiles.

AMT carries more volatility with a beta of 0.90 — expect wider price swings.

SMA is growing revenue faster at 24.6% — sustainability is the question.

AMT generates stronger free cash flow (951M), providing more financial flexibility.

Bottom Line

AMT scores higher overall (72/100 vs 47/100), backed by strong 26.8% 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 premier real estate investment trust specializing in the acquisition, development, and management of high-quality self-storage facilities throughout the United States and Canada. With a strategic focus on cash flow generation and long-term value creation, SmartStop is committed to operational excellence and superior customer service, which collectively enhance shareholder returns. As a publicly traded company, it provides institutional investors with a compelling opportunity to invest in the resilient self-storage sector, characterized by steady demand and reliable rental income, positioning SmartStop as a noteworthy asset in the dynamic real estate market.

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