American Tower Corp (AMT)vsTerreno Realty Corporation (TRNO)
AMT
American Tower Corp
$176.53
-1.80%
REAL ESTATE · Cap: $82.24B
TRNO
Terreno Realty Corporation
$66.21
-0.50%
REAL ESTATE · Cap: $7.03B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2171% more annual revenue ($10.82B vs $476.38M). TRNO leads profitability with a 84.6% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.87. TRNO earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
TRNO
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.5%
Fair Value
$218.67
Current Price
$176.53
$42.14 discount
Margin of Safety
+69.4%
Fair Value
$214.06
Current Price
$66.21
$147.85 discount
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
Keeps 85 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Revenue surging 32.6% year-over-year
Earnings expanding 99.6% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.4x book value
Distress zone — elevated risk
Expensive relative to growth rate
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.6% and operating margin at 42.0%. Revenue growth of 32.6% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while TRNO is a growth play — different risk/reward profiles.
TRNO carries more volatility with a beta of 1.08 — expect wider price swings.
TRNO is growing revenue faster at 32.6% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 72/100), backed by strong 26.8% margins. TRNO offers better value entry with a 69.4% 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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