American Tower Corp (AMT)vsTPG RE Finance Trust Inc (TRTX)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
TRTX
TPG RE Finance Trust Inc
$8.46
+1.81%
REAL ESTATE · Cap: $661.31M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 8081% more annual revenue ($10.82B vs $132.24M). TRTX leads profitability with a 45.6% profit margin vs 26.8%. TRTX trades at a lower P/E of 14.8x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
TRTX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Margin of Safety
+23.0%
Fair Value
$11.69
Current Price
$8.46
$3.23 discount
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
Reasonable price relative to book value
Keeps 46 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 5.5% — below average capital efficiency
Revenue declined 21.1%
Earnings declined 97.2%
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 : TRTX
The strongest argument for TRTX centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 45.6% and operating margin at 17.1%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TRTX
The primary concerns for TRTX are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while TRTX is a declining play — different risk/reward profiles.
TRTX carries more volatility with a beta of 1.55 — 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 48/100), backed by strong 26.8% margins. TRTX offers better value entry with a 23.0% margin of safety. 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.
TPG RE Finance Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
TPG RE Finance Trust, Inc., a commercial real estate finance company, originates, acquires and manages commercial mortgage loans and other commercial real estate-related debt instruments in North America. The company is headquartered in New York, New York.
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