American Tower Corp (AMT)vsTerreno Realty Corporation (TRNO)
AMT
American Tower Corp
$179.41
+0.11%
REAL ESTATE · Cap: $85.94B
TRNO
Terreno Realty Corporation
$65.66
-0.25%
REAL ESTATE · Cap: $7.11B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2106% more annual revenue ($10.82B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.95. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
TRNO
Strong Buy68
out of 100
Grade: B-
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
+69.3%
Fair Value
$213.41
Current Price
$65.66
$147.75 discount
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
Keeps 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.7x 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 Return on Equity, Operating Margin, EPS Growth. 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, Debt/Equity. Profitability is solid with margins at 86.5% and operating margin at 40.7%. Revenue growth of 12.7% demonstrates continued momentum.
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 : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
TRNO carries more volatility with a beta of 1.06 — expect wider price swings.
TRNO is growing revenue faster at 12.7% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 68/100), backed by strong 26.8% margins. TRNO offers better value entry with a 69.3% 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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