American Tower Corp (AMT)vsUber Technologies Inc (UBER)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
UBER
Uber Technologies Inc
$74.47
+0.49%
TECHNOLOGY · Cap: $153.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 381% more annual revenue ($52.02B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 19.3%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Margin of Safety
+32.2%
Fair Value
$105.28
Current Price
$74.47
$30.81 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
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 95.6%
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.21 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 56/100), backed by strong 26.8% margins. UBER offers better value entry with a 32.2% margin of safety. 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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