American Tower Corp (AMT)vsStratus Properties Inc (STRS)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
STRS
Stratus Properties Inc
$27.82
-2.93%
REAL ESTATE · Cap: $220.40M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 37648% more annual revenue ($10.82B vs $28.66M). STRS leads profitability with a 75.0% profit margin vs 26.8%. STRS appears more attractively valued with a PEG of 1.19. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
STRS
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Margin of Safety
-67.6%
Fair Value
$17.90
Current Price
$27.82
$9.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 75 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Revenue declined 24.8%
Earnings declined 74.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
Bull Case : STRS
The strongest argument for STRS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 75.0% and operating margin at -197.7%. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while STRS is a declining play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.14 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 44/100), 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.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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