American Tower Corp (AMT)vsSterling Construction Company Inc (STRL)
AMT
American Tower Corp
$170.63
+0.08%
REAL ESTATE · Cap: $81.00B
STRL
Sterling Construction Company Inc
$848.84
-4.52%
INDUSTRIALS · Cap: $26.64B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 275% more annual revenue ($10.82B vs $2.88B). AMT leads profitability with a 26.8% profit margin vs 12.0%. AMT appears more attractively valued with a PEG of 1.85. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
STRL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.4%
Fair Value
$218.43
Current Price
$170.63
$47.80 discount
Intrinsic value data unavailable for STRL.
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
Every $100 of equity generates 37 in profit
Revenue surging 91.6% year-over-year
Earnings expanding 141.4% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 22.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 23.5x book value
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 : STRL
The strongest argument for STRL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 91.6% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : STRL
The primary concerns for STRL are PEG Ratio, P/E Ratio, Price/Book. A P/E of 77.5x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while STRL is a growth play — different risk/reward profiles.
STRL carries more volatility with a beta of 1.64 — expect wider price swings.
STRL is growing revenue faster at 91.6% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 63/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "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.
Sterling Construction Company Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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