American Tower Corp (AMT)vsStrawberry Fields REIT LLC (STRW)
AMT
American Tower Corp
$179.41
+0.11%
REAL ESTATE · Cap: $85.94B
STRW
Strawberry Fields REIT LLC
$13.21
-2.69%
REAL ESTATE · Cap: $179.11M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 6763% more annual revenue ($10.82B vs $157.65M). AMT leads profitability with a 26.8% profit margin vs 5.3%. STRW trades at a lower P/E of 20.8x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
STRW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.9%
Fair Value
$193.94
Current Price
$179.41
$14.53 discount
Margin of Safety
-6.6%
Fair Value
$12.01
Current Price
$13.21
$1.20 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
Every $100 of equity generates 185 in profit
Strong operational efficiency at 55.4%
Earnings expanding 31.6% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.7x book value
Distress zone — elevated risk
Trading at 14.5x book value
Smaller company, higher risk/reward
5.3% margin — thin
Weak financial health signals
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 : STRW
The strongest argument for STRW centers on Return on Equity, Operating Margin, EPS 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 : STRW
The primary concerns for STRW are Price/Book, Market Cap, Profit Margin. Debt-to-equity of 64.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while STRW is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.89 — expect wider price swings.
STRW is growing revenue faster at 7.1% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 56/100), 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.
Strawberry Fields REIT LLC
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Strawberry Fields REIT, Inc., a self-managed and self-administered real estate investment trust, engages in the acquisition, ownership, and leasing of skilled nursing facilities and other post-acute healthcare properties. The company is headquartered in South Bend, Indiana.
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