American Tower Corp (AMT)vsSynchrony Financial (SYF)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
SYF
Synchrony Financial
$76.20
+1.44%
FINANCIAL SERVICES · Cap: $25.31B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 9% more annual revenue ($10.82B vs $9.89B). SYF leads profitability with a 36.4% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.97. SYF earns a higher WallStSmart Score of 77/100 (B+).
AMT
Strong Buy72
out of 100
Grade: B
SYF
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Intrinsic value data unavailable for SYF.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.3%
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
Attractively priced relative to earnings
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 48.0%
Every $100 of equity generates 22 in profit
Reasonable price relative to book value
Earnings expanding 20.1% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
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 45.3%.
Bull Case : SYF
The strongest argument for SYF centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 36.4% and operating margin at 48.0%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SYF
The primary concerns for SYF are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
SYF carries more volatility with a beta of 1.38 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
SYF generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SYF scores higher overall (77/100 vs 72/100), backed by strong 36.4% margins. AMT offers better value entry with a 17.6% margin of safety. Both earn "Strong Buy" and "Strong 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.
Synchrony Financial
FINANCIAL SERVICES · CREDIT SERVICES · USA
Synchrony Financial is a consumer financial services company headquartered in Stamford, Connecticut, United States. The company offers consumer financing products, including credit, promotional financing and loyalty programs, installment lending to industries, and FDIC-insured consumer savings products through Synchrony Bank, its wholly owned online bank subsidiary.
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